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Peter Lanoie
Solutions Architect + Trainer @ Octopus Deploy

Search via a URL with query string

I find myself having to search PipeDrive for company names from information in other systems.

The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI.

It would be very helpful to be able to launch a tab to PipeDrive from another system (or from a browser shortcut from an arbitrary location) to open PipeDrive search results with the search term in the URL as a query string to save the hassle of manual copy and pasting and... (More)

Parse Natural Language To Accelerate Activity Creation

I have a suggestion to make the activity creation process more efficient that its current form (i.e., having to "fill out a form/UI fields" individually is time consuming/slow).

When I'm in a meeting with a customer, I'm taking quick, live notes. For example: "Follow Up on Acme Decision with John Doe at 3:30-4p tomorrow"

My preference would be for Pipedrive to parse the natural language to accelerate activity creation from the search bar and from the yellow notes field.

Here are two flows:

  1. I'd like to be able to use the search bar to type "Follow Up on Acme Decision... (More)
Ryan Gerardi
Systems Administrator

Recent Searches and/or Records

Often I find that I need to re-access Contacts, Deals, and Leads that I previously accessed. To do this you can either search for the record or go to that section of Pipedrive and cherry-pick the record from a list.

Seems to me that if you place your cursor in the Search form it would be handy if the system displayed a list of recently accessed records, like when you input information into Google Search it displays a drop down list of possible phrases you might be searching.

This is a feature I was familiar with when using other CRMs... (More)