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Campaigns and Email Marketing
All about email marketing and Pipedrive's Campaigns feature.
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Ask and share Workflow Automation tips and tricks.

Recent Discussions

Shaping the future of Conversational Intelligence – your input matters!
⭐️ We’re building something new — and your input could help shape it. Through ongoing research with sales teams, we're designing a conversational intelligence experience that supports reps where it matters most: before, during and after every meeting. All of this — built natively into Pipedrive — to help you spend less…
📞 Call + 💬 WhatsApp + 📲 SMS in Pipedrive – All in One Place!
HelloSend now brings Call, SMS, and WhatsApp messaging right inside Pipedrive — no tab switching, no missed conversations. ✅ Click-to-call directly from contact view ✅ Send/receive SMS & WhatsApp messages ✅ Bulk campaigns and automated workflows ✅ Logs all messages and calls in Activities ✅ Use your own Twilio number for…
Insights update musthaves!
I’d like to suggest some improvements to Insights. We prefer to keep our reporting within Pipedrive, rather than relying on external tools. However, some third-party platforms currently offer significant advantages in terms of flexibility and features. We believe Pipedrive could implement similar enhancements with relative…
Struggling to follow up with every lead manually?
Never miss a follow-up again! 🚀 With HelloSend, you can automate SMS and WhatsApp follow-up messages based on your CRM workflows — saving time while keeping your conversations personal and timely. ✅ Auto-send messages after form fills, missed calls, or deal stage updates ✅ Use smart templates that feel human, not robotic ✅…
Create public share link from my Campaigns?
Hi, is it possible to create public share link from my Campaigns? I want to use the design and content for other marketing purposes. Like sharing it to our company website and LinkedIn profile. Also, when are you bringing Canva interface to Marketplace? Thank you
Setting up an email automation
I am trying to use the automation feature. When I get my first lead it comes from the same email. then switches to regular email after first automation back to customer. How do I set up automation with same email that comes in asking the same question? more then once? It only executed this one time.
Trying do auto backups through dataExports API endpoint
I found older documentation that https://api.pipedrive.com/v1/dataExports was how we could use the API to export data backups. Was this removed, changed, or moved to v2? I cannot find it anywhere. I am trying to use Zapier to backup our databases daily to Google Shared Drive if this connector is still available. I know 3rd…
Start Conversations Proactively on SMS & WhatsApp – Now in Pipedrive!
Tired of waiting for your leads to message you first? With HelloSend, you can now initiate SMS / WhatsApp conversations directly from Pipedrive. 💬 Send a SMS/WhatsApp message from the contact view 📌 All messages are logged as activities in Pipedrive 📲 Works with both WhatsApp Business API (WABA) & mobile WhatsApp (via QR)…
I need a professional to integrate SMS automation for me
I need a professional to integrate SMS automation for new leads added to my PipeDrive. Please, only someone truly experienced. I need this done today.
Whatsapp - Projects
Is there a Whatsapp app to connect Whatsapp to Pipedrive Projects, so I can make a new project from Whatsapp or change the status etc?

Help Other Members

is it possible to remove the currency code in front of currency fields
when using a Google Sheets templates in conjunction with PD field mapping, when a field has a currency set, the currency code is included when the field populates therefore a calculation with that field causes an error. Even with the field format designated as currency it still remains. Can the currency code be removed?
Has anyone built a post-sales claims management module in Pipedrive using Projects + Automations?
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…

Announcements

Shaping the future of Conversational Intelligence – your input matters!
⭐️ We’re building something new — and your input could help shape it. Through ongoing research with sales teams, we're designing a conversational intelligence experience that supports reps where it matters most: before, during and after every meeting. All of this — built natively into Pipedrive — to help you spend less…
New: 🚀 Deal Scoring in Pipedrive (Beta)
Tired of using labels, formula fields, or third-party tools to prioritize your deals? We’ve built something better. 🎯 Scores is a powerful new feature that lets you define custom scoring rules to reflect how you evaluate opportunities — so your team can focus on what matters most. With Scores, you can: ✅ Prioritize deals…
New: Sequences beta & trial access
Hi community! We’re excited to announce that our new Sequences feature is now entering beta, and we’re opening trial access for our community members. Sequences help you structure and personalize your deal follow-ups with ease; giving you full control and visibility at every step. With Sequences, you'll never worry about…
New: Team Email Inbox
Hi community! We’re starting this week with an exciting update: following a successful beta testing period, the Team Inbox feature is rolling out to users on both the Power and Enterprise plans. This will be a gradual release with general availability expected by the end of June 2025. Setting up a Team Inbox is restricted…
Calendar sync setup: more updates!
Following up on our last news about calendar sync, we’ve made some thoughtful improvements to the calendar sync experience in Pipedrive, based on your feedback and needs around visibility, control, and simplicity. You now have better visibility into your full schedule — including private events — while maintaining complete…
New Mailchimp App – Now in Beta!
Hi there! Dmitrii from Pipedrive here. I’m excited to share that our brand-new Mailchimp integration is now available in beta! It supports two-way contact sync and makes it easier to set up automated communication with your clients. Availability is limited for now—if you're the admin of your company account and want early…
Master Pipedrive Reporting: New Academy Course
Want to turn your sales data into smarter decisions? This new course is designed to help you unlock the full potential of Pipedrive’s reporting features, from day-to-day activity tracking to long-term revenue forecasting. What you’ll learn: Analyze custom activities to understand team performance Use contact and engagement…

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