Deals

Create Deal (Lead) from email
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
Directly Relate more than one organisation to one single deal
Hi, Does anyone know if i can directly Relate more than one organisation to one single deal. Many thanks in advance.
Early release 🚀 Deals + Products data available for Export 📦
Hi, I’m a PM at Pipedrive working on the Products feature, On Wednesday 2 Aug we will start releasing new functionality to export data on the products added to deals, so you can pass this information on for more detailed reporting, delivery or fulfilment. What will you get with this release? From the Export Data feature,…
Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…
Notes on deal not showed in organization?
Hi to all, I've noticed that if I write a Note inside a deal, this note is not showed on the organization view. Is it normal? Why?
Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
Deal sharing for external user
I want to share deal externally pipedrive user. I mean user who have own pipedrive account not my company account?
Checklist / Checkbox in Notes
It would be helpful to have checkbox in In notes and activities. Now checkbox could be copy-pasted from Google Docs, but could not be checked.
Possible to link an activity to a Deal AND a Project
It seems that I can link either a Lead, Deal or Project to my activity. While I of course want my activity to be linked to the project, I still want my acitivty overview to show the Deal that my project - and therfore my activity - was created from.
Configurable Deal Cards??
On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance.
Is it possible to append Deal records in bulk using CSV?
I want to append a large bulk of Deal records using a CSV file, but when I upload the file, it tries to add the appended records as new deals instead of updating the existing records. Background: We are appending a large group of records with a "0" in a custom field for a tracking project. Because we are doing a large…
Insight reports tracking Total Gross Revenue (how to do it?)
I understand there are 3 ways to track income. I also understand where the system is pulling the date from. There is the lump sum deal value, the recurring revenue, and the payment schedule. The issue I'm finding is the 1-time deal value can't be reported alongside the other 2 forms of revenue. These are separate reports.…
Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
Automations and Docuements
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
Can the deals presented in the pipeline be edited so the company is at the top?
So the order of this deal would be "Pizza Hut" then "Pizza Hut deal /ref" and then "Craig David". Is there a way to be able to reorganise these little rectangles? Thanks, Brish🤗
Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc. Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to. I need to have this identified to later send through an integration to the…
How do you deal with future deals
Mortgage Broker here. All my clients sign up to review their mortgage 6 months before their current deal ends which means that deal start date is important to me. I create a new deal with the start date (custom field) set to 6 months before the deal end date so I can contact the client to get the review underway. My…
Have tabs for the fields in the Deal Page
Be able to allocate the fields within the left hand column in a Deal to be categorised and then the left hand column can be tabbed so you can have several shorter lists of info rather than 1 long list as it currently is.
Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
Information not showing up in Deal section
Hello, I have 3 colleagues, we all use Pipedrive. When our deal origination director adds a new deal and links an organisation to that deal, and subsequently adds notes into the Deal, all my colleagues can see these notes in the Deal section of the platform. I do not see these notes/comments unless I click on the…
Automatic Attachment of Products to Deals when Importing from Excel
The ability to automatically attach products to deals when creating them via an Excel import would greatly improve the data import process. This would help users save time, improve data integrity and streamline the process of setting up deals, especially when dealing with a large number of products.
Bulk add products to Deals
Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability. User selects deals that they would like to edit (add products to) In the "Bulk…
Deal ID visible in mobile app and on deal page in browser.
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
Link existing deal to person from person view
I would like to be able to add a person as participant to an existing deal from within the person view. I.e. below "+ Add new deal" have a button "Link deal"

Deals

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