Organizations

Filter by Referral Organization
Is there a way to filter leads and deals by the referral organization? I can filter by referral source, but we often have several referral sources associated with the same organization and I need to easily see how many referrals have come from the organization vs each person at the org. Thanks!
Field Descriptions needed on Organizations and People
This is self-explanatory! The field descriptions on Lead & Deal fields is a great addition to Pipedrive, but we need this for Organizations and People, too! Orgs are where we have the majority of our fields. Please roll this out!
Reporting - Cross Entity
Now that we can create reports with cross entities in one report, it would be good to be able to segment by and then choose if its Lead, Deal, Org or People data to segment by. Currently its only based on the report type and the originating entity
Automated "Last Updated" on Profiles/Orgs/Deals
Interested in the possibility of adding a field in the top bar of profiles (Organization, Person, Deals, etc.) of when something was updated (date and time), and by who. I currently set up an automation that will update the dates when a field is updated, but that is hidden in the side-nav as I can't force it into the…
Organization / Relationship map
Add feature to allow us to create a relationship map for an organization
New: Files feature released today 🚀 Files Global Export
Hi, I’m Pedro Franco from the Files feature team, and I wanted to let you know that we’ve released the files global export functionality. What will you get with this release? Have the ability to export the data related to the files for your company in Global Export page under Tools and Apps The exported excel/csv will…
Why is there no URL/website field type?
Why is there no URL/website field type? And why is there no default website field for organizations? Am I missing something?
Multiple deals within an organisation
What is the best work around if you have multiple category's and POC within 1 Organisation?
Merged duplicate organizations automatically
When transferring contacts from LinkedIn using tools like Surfe, duplicate organizations are created. I know they can be merged manually, but why isn't this done automatically?
Working with partners / Partner Portal
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
Lead activities and notes
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
edit behaviour for organisations: double click to edit name
Hi all, Would it be possible to switch to edit mode after double-clicking on the name of an organization, contact, deal, etc. instead of single-click? I often use the name to copy it elsewhere, but then the edit mode is activated immediately. thanks.
Company Information
After you add a company, where do you add company information? such as a link from their website and about their daily activities
Can the Job Title be displayed along with the person's name in the Linked People section in the Org?
Can the Job Title be displayed along with the person's name in the Linked People section in the Organization's detail view sidebar? If we add a note in the name like in the screenshot, that note shows up in proposals, so we'd like to see the Job Title appear next to the name in the People section of the Organization.
Beta testers wanted: Multiple labels for Contacts
Hey Pipedrivers 👋 Our product team is looking for testers for the new multiple labels for contacts update, also known as multiple tags for people and organizations. How can I join? Please let us know in the comments if you’d like early access to test this feature and provide user feedback. The product manager will then…
Streamline adding new contacts after meetings
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
Automatically fill a organization description
Is there a feature or function that will automatically add certain organization information in Pipedrive? I had this feature in Hubspot and thought I had read it could be done here, but I haven't been able to source the location within the support or community. Thank you
Linking several organizations to 1 project
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! 😊 We want to use Pipedrive to keep track of the status of the projects we sell, as…
Multiple persons in Person type field, and multiple companies in Company type field
It would be great to be able to have a list of persons or companies in those types of fields, especially for companies/persons. Let's say we want to have list of board members or owners, so we could just add all of them as a list into one field, instead of having 20 fields for Board member 1, Board member 2 etc. Same with…
Copy fields from Contact / Org to new Deal
Hi all - After I have created a new Contact or Organisation, I then create a Deal for that Contact or Org. Is it possible for certain fields (namely address fields) to be copied into the new Deal? This will save double entry of data. Thanks, Rob
Getting difficulty in submitting form's data in Leads.
I'm encountering an issue where form submissions from my production server are not successfully saving data to Pipedrive leads, despite receiving a 200 OK response from the Pipedrive API. Could anyone assist in troubleshooting why the data isn't getting saved after deployment?
Set yearly goal of sales by organization and track progress
Hello, I have searched a lot but did not find any feature that seems to match my need. I would like to : be able to assign a goal of total sales for each of my organizations on a yearly basis (ie the total amount of deals to be won for an organization for this year) be able to compare this goal to the actual amount of…
Trying to reach all people in an organization
Hi, I need a little help creating a filter that would allow me to reach everyone connected to the companies that rent our spaces. I manage to bring out all the managers of these companies, but I cannot add all the employees linked to them. Here is the filter I created to bring out all the managers. I just need to figure…
Person's position on organisation
Hello, I have a suggestion for a function. Our situation is, that we have sometimes quite a lot of people associated with an organisation so it could be difficult to navigate quickly between them. We also have a person custom filed with his/hers position within an organisation. When we are on organisation page, we have to…
Web Forms Should Pull from Existing Records
Hi Pipedrive! I have an idea on how to make Web Forms a little better. We use Web Forms for a variety of uses (and we love it!). One of those uses is to gather leads from internal folks (most of which do not have a Pipedrive account). Our current Lead Intake form has a field for the lead's Company (organization) and while…
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
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.
Is there any possibilty to get the bulk organization using id's
I want to get the organization with custom fields as a bulk by passing array of Id or name. If it's not possible, then is there any way to get the organization custom fields through PERSON API. Because in a related_objects, I can see the organization detail without custom fields
Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…

Organizations

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