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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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Live: Sales Documents + Microsoft Word/OneDrive 📄
⚠️ Update: Good news, this is now possible! 🚀 See more here. ⚠️ ****************************************** We are currently working to make it possible to use the Sales Documents feature with MS Word/Onedrive for users in the Advanced plan and higher. Not just Google Docs anymore! ❗In fact, the beta testing program is…
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New: Hovercards in the New Navigation! 🧭
Available to all users in all plans who are already using the New Navigation: * Hover over a Deal/ Person/ Organisation/ Owner and see details and take actions, without leaving your List or Detail view. * In case you want to change the stage of a deal, get contact information, or know the owner of a deal, all that can be…
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New: Account lockdown after too many failed login attempts🔒⛔
Why? To make the Pipedrive's login process even more secure in regards to external threats. For whom? This feature is available for all plans and should be rolled out to all users by the end of this week. How does it work? * 3 consecutive failed login attempts (wrong email+password combination) * Your account locked for 24…
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Planned: Sales Documents for teams 📄 🧑🏽🤝🧑🏼
Pipedrive knows that composing a proposal is in most cases a joint task involving several people in a team or organisation, sharing documents, content, insights and contributing with their knowledge to present a client with the most compelling offer. Currently, Sales Documents doesn’t fully support this internal process…
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October's New Apps Spotlight!
Check out 4 new apps featured in this month's App Spotlight. * Converso - helps you get paid faster by sending messages and payment requests via text, making it easy to “chat and checkout” on a mobile phone * Sherlock - help you to understand the engagement of the users and accounts using your product. * Target Robot -…
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Pipedrive Appoints Michael Schrezenmaier as COO to Implement New Company Vision
Read more about our new COO via the following link. New York - 14 October 2020 -Pipedrive, the leading CRM platform for sales teams, today announced the appointment of Michael Schrezenmaier as a COO and the newest member of the executive team. He brings a wealth of experience to the company’s global Sales, Marketing,…
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Insights: Custom Fields now available! 🎨
What? Get more juice from your data and gain flexibility by adding your custom fields to Insights. Where and for whom? * For all plans: in the Insights Table * For Professional plan and higher: in Filters and in the Visual Builder (view/segment/measure dropdowns) 🧑🏫 Learn more about Insights and Custom Fields in our…
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New: Seamless web tracking is here! 👨💻 🔍
Do you want to reveal which already-interested companies are browsing your website? With our new Web Visitors add-on, you can see their names, how they found you and what they engaged with. All that’s left is to reach out with a personalized pitch. https://pipedrive.hubs.vidyard.com/watch/aM2jadxhf7qCLz8Ej4UV4GP.S. While…
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Pipedrive launches localized product in Chinese in Taiwan 🇹🇼
Pipedrive is taking a leap forward in its Asian expansion strategy by launching its product in Chinese, initially focusing on Taiwan. Arho Anttila, Pipedrive’s General Manager for Asia and Africa sees great potential for cloud-based CRM market growth in Taiwan, with its highly developed tech scene and remarkable internet…
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Insights: Revenue Forecast Report is live in Professional plan! 🔮 📊
What does it do? This report shows expected revenue based on the total value of open and won deals, and the time they are expected to be won or were won. For whom? Professional plan and higher. How can I use it? * Track revenue forecast report in Insights cumulatively and non-cumulatively (new!) * Measure results by…
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Now live: Workflow automation for leads 🤖
⚠️ Update: good news, Leads in Workflow Automation are now live! 🚀 ----------------------------------------- One of our teams has started to work on one of the most requested updates for our new leads section in Pipedrive. Which is to connect our leads inbox to our workflow automation feature. So are you patiently waiting…
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In Case You Missed It - Pipedrive Update - October 2020
https://pipedrive.hubs.vidyard.com/watch/DSJSZh1ZHRYQrGwnsYQabC?This month we've got updates that affect ALL of our pricing plans + new improvements made to the LeadBooster add-on including the Prospector - a tool that will allow you to specify your company's or product's specific demographic, and acquire outbound leads.
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Products now available in Insights! 📦 📊
Products are now available in the Deal Performance report, for users in the Advanced plan or higher. They're finally here! 🎉 What can a user do? * Filter Deal Performance reports by Products * View and Segment results by Products * Measure results by Product value and Number of products 🧑🏫 Use our Knowledge Base and…