I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive.

The survey aims to understand how we at Pipedrive can better support you in building high-quality apps. It should take at most 5 minutes of your time.

⬇️ If you can spare the time, please add your input here.

⏰ The survey is open until June 2nd.

Thank you in advance — we really appreciate it. Every bit of input helps.

Katerina

We are slowly but surely finalising new feature in Web Forms - File uploads (attachments) 🎉 And we are looking for first enthusiasts 👩🏻‍💻🧑🏽‍💻👨‍💻 to test it and give us their feedback.

Looking forward to hearing from you,

Katerina and the Web Forms team

Hi all,

We are looking for Pipedrive users who have synced in the past or are currently syncing their Google/Gmail account with our calendar-sync functionality. We're specifically looking for Google users if possible! :)

We are exploring the issues of privacy (ie. private/public events) and we'd like to test some design solutions and get your feedback on them. If you'd like to help us, please book a 30min slot on my calendar either on 5th May, 8th May or 9th May -> <link removed>

This call will be done via video call on Google Meet.

Looking forward to speaking with you.

Best,

Vince

We are soon launching an improved version of Activities list view.

So we are looking for volunteers to test our new solution and give us your invaluable feedback/ideas 👀

What has changed?

There are no huge bells and whistles added, but rather subtle changes that we hope make your experience better! 

• Improved design 
• Faster page load time 
• A number of “under the hood” technical improvements 

How to enrol?

Just leave your email address to this Google Form and we'll activate it for you soon.

PS: The google form will be closed from 25th of January as we plan to begin the full rollout soon after. 

When do I get it?

We are expecting to start rolling out the updates in a few weeks already!

We’ll notify you when the time has come 😉

Thank you ☀️

Paula

EDIT: Thank you all for the overwhelming response. We do not have any more available meeting slots. Rest assured, you will hear from us in the coming months when we're closer to rolling this out to customers. 

Dear Pipedrive community members, 

@Lena Kudryavtseva  and I have been figuring out a solution for recurring activities in Pipedrive and would love to get your feedback this week. 

If you'd like to help us, please book a time and date here. It will be a Zoom call taking 30-45min, and we will be sharing the link to a design prototype. If you are interested but none of the dates are suitable, please let me know.

We're looking forward to hearing from you! 

Thank you, 
Vincent 

Hey there, community members 👋

Helena from Pipedrive's Research Team here with some exciting news!

We're thrilled to announce our upcoming Generative AI Hackathon, and we'd love for you to participate in it. As our valued partners and customers, your input is essential in creating solutions that meet your needs. That's why we're inviting you to join our feedback sessions.

During these sessions, we'll encourage you to share your thoughts on the ideas presented. Your contributions will help shape the direction of the hackathon, and we genuinely appreciate your feedback and insights.

We look forward to working together to create innovative solutions that benefit everyone!

Helena

Hi all!

I'm Natasha from Pipedrive's product team.

We're building an automatic assignment feature which will help you route opportunities (think leads or deals) to the right people on your team based on rule criteria you specify.

If you're in sales operations or are responsible for setting up automations for your team, I'd love to speak to you to better understand your needs for an automatic assignment feature!

If you're interested, please reply to this post and I'll reach out to you to schedule a call for next week (w/c 19th December).

Your insights/feedback is crucial to make sure that what we build is useful for your needs!

Many thanks,

Natasha

How are you currently using ChatGPT in your everyday work with Pipedrive? Do you see ways to integrate AI with Pipedrive in a way that would be beneficial to your work?

Thank You ☀️

Eva

We are about to start a project with an aim to introduce new permission into the permission sets. Something a lot of customers have asked for: restricting regular users from changing deal, lead or contact owner.

That being said, there is one important question that I would like to have community input as well 👇 . Please vote depending on your use case, how the item ownership restriction should apply?

When item ownership restriction is in place, it should:

Hey Everyone! 👋

My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature.

Today I'm looking for volunteers to test our new and improved list view.

What has changed?

• The “created by other” tab no longer exists for admin users
• All workflows are now in the same tab - renamed Workflows
• Admins will be able to see the configuration of other’s automations - only see, not edit.
• New functionalities were added:
• A search bar, that will only search by name and description of a workflow
• Users will be able to sort their automations by name, update or created time (ascending and descending)
• Users will be able to add up to 100 tags to the their automations
• User can now filter their automations by tags, triggers, actions, state, and owner

As part of our Beta Testers group, we ask you to try this feature on your day to day activities and give us feedback on it.

If you're interested in testing this feature, let me know in the comments and I'll enable it for you!😁

I’m Natasha, a product manager working on an invoicing and payments solution in Pipedrive. 

If you’ve given feedback or shown interest in this area, we may have already spoken at some point this year - so hello again 🙂

If you’re hearing about it for the first time - here’s a brief overview: 

We’re exploring how to bring invoicing and payment tasks closer to Pipedrive. We’ve started developing a solution, that is powered by Stripe, to help automate generating invoices and tracking payments all within Pipedrive. We’re creating a single place in Pipedrive where you can view and manage invoices - allowing you to have a birds-eye overview and quickly follow up on outstanding and overdue payments. 

We’re looking for early testers to try out the alpha version of Payments and help us understand if we’re headed in the right direction. Your invaluable feedback will help us build our next awesome product that we hope will help you close deals faster and grow your business! 

If you would like to participate in the alpha testing phase, please fill in the following form and we’ll reach out to you if you fit the current use case. The testing phase will start in a few weeks, so keep an eye on your inbox for more information about Payments!

Please bear in mind that if we don’t reach out to you right away, we will reach out to you at a later date when we start expanding the testing program. 

Hope to speak to you soon! 🥳

I'm Nuno from Pipedrive's product team.

We're starting to work on a new capability for Workflow Automation that will add the possibility to set up interactive activity and email sequences, so that you can create playbooks and drip campaigns, and be even more efficient!

If you are interested to test an initial prototype, let me know by replying this message, and I'll reach out to you.

Your insights/feedback is crucial to make sure that what we build is useful for your needs!

We are planning to kick off year 2023 with an internal product teams meet-up which we want to start off with a Customer Panel discussion:

• online on January 18th at 11:50AM-12:20PM (Estonian time, UTC+2);
• with the theme “Getting business value with Pipedrive” (i.e.,how Pipedrive has helped you to reach your targets);
• so that our product teams can get inspired by you and hear directly from you what we need to continue doing to make your business thrive!

There is still room for max 2 more participants.

✨Who wants to be the lucky one to join the discussion and share your company’s story?✨ 

Let us know in the thread or email me directly: elis.kaljuvee@pipedrive.com

We are really looking forward to hearing your story! 🎬️ 📚️

Elis, User Experience Researcher

We’re currently researching the top problems and opportunities with the Products feature, so we can prioritise improvements this year. 

I am looking for customers to interview, to learn about their sales process and their needs for tracking products and services in Pipedrive.

If you’d be happy to jump on a quick call with me and the team in the next week, you can book a slot in my diary by following this link. 

Your feedback is critical to making Products a better solution in the future! 

Thanks!

Jess

Are not all your projects that linear in time?

One of the upcoming exciting developments in the projects area will be the ability to group your tasks and activities not just by the phase they are in but grouped by any custom group you can think of.

Do you want to group your project plan based on for example the products sold for a project, the departments in your company responsible for a set of tasks, or anything else? We're looking to show you our prototype and want to learn from you if we're solving this the right way.

We have some ideas on how the solution would be and we would like to map this with your current implementation to make sure we are covering all of your needs.

What do we need?

We need to identify your most complicated visibility groups & permission sets and map it out with our envisioned solution.

How do we want to do it?

Does your company have more than 7 layers of visibility groups and more than 4 permission sets then you are our hero! Reply to this post and we will get in touch and ask about your team structure and use cases so that soon our permissions and visibility will cover all your needs. 

Thanks in advance for your help! 

We have started to gradually release the new Recurring Activities feature for our customers that are using Google Calendar sync. If you’d like to get this feature turned on already and be one of our early adopters please let us know.

What are Recurring Activities?

Recurring activities are activities that can be repeated on a daily, weekly, monthly or yearly basis with an end date or without.

Google Calendar has its version of recurring events, this feature will sync both ways with Google’s recurring events.

Early adopters

The first users will receive access to the live feature as soon as you let us know. We are interested in getting early feedback about it, so as part of the process, we will reach out to early adopters to ask for feedback after trying out the functionality. We are interested in knowing about your experience, comments or propositions. 

Who are we looking for?

• Users who use recurring events on Google calendar and would like to have these synced in Pipedrive as recurring activities or vice versa.
• Users with active Google Calendar sync who are interested in trying recurring activities
• Users who would like to have the actual recurring events synced over instead of grayed out blocks in Pipedrive

If you are interested in getting access to this feature before we finish the full rollout, let us know in this form

Hello dear Pipedrivers 👋

We have been working on *improving our deal detail pages* in a number of ways and are now looking for volunteers to try it out and give us feedback on the new solution.

<strong>Update: </strong>Big thank you to everyone! We've had an unexpectedly high interest in the Beta. You can still enrol, but might get the new Beta experience later than 11 of July as we gradually keep increasing the rollout.

Who are we looking for:

• Users who often work with deals and deal detail page
• Users who are frequently using and editing deal detail view - using notes, attachments, email sync, marketplace apps, invoices or SmartDocs (you don’t need to be using all of these options)
• You are using Pipedrive in English

What has changed:

• Visual updates to the deal detail view (see the screenshot below for details)
• Asynchronous loading for detail timeline, which will improve page load time
• A number of under the hood technical improvements

When do I get it?

We are expecting to start rolling out the updates to Beta testers in mid-July.

Thank you! ☀️

Rene

Hey dear Pipedrivers! 😊

We are currently researching how to improve Pipedrive navigation. For that I would appreciate your input. Have you faced any issues with navigation in Pipedrive? Have you struggled with finding something from the menus? Do you think some menu items should be located or grouped differently? If you have something to share, please write in the comments 🙏

Adding some screenshots to illustrate what I mean – the main menu on the left side, the menu that pops up on the top right corner, and all the second layer menus like inside the Leads inbox.

If you would like to give more thorough feedback and discuss the navigation topic further, please schedule a quick call with me. You can book a suitable time for a call from this link.

👋 Community Members!

Looking to speak with customers who are interested in setting up pipeline visibility in order to understand the use case in more details. If you would have the time to jump on a quick call in the upcoming weeks (for a maximum of 15-20 minutes), I would greatly appreciate it. Here is a Pipedrive scheduler link to find the most suitable date and time. 

Have a great and productive Monday 🙂

We have started to gradually release the new Recurring Activities feature for our customers that are using Google Calendar sync. If you’d like to get this feature turned on already and be one of our early adopters please let us know.

What are Recurring Activities?

Recurring activities are activities that can be repeated on a daily, weekly, monthly or yearly basis with an end date or without.

Google Calendar has its version of recurring events, this feature will sync both ways with Google’s recurring events.

Early adopters

The first users will receive access to the live feature as soon as you let us know. We are interested in getting early feedback about it, so as part of the process, we will reach out to early adopters to ask for feedback after trying out the functionality. We are interested in knowing about your experience, comments or propositions. 

Who are we looking for?

• Users who use recurring events on Google calendar and would like to have these synced in Pipedrive as recurring activities or vice versa.
• Users with active Google Calendar sync who are interested in trying recurring activities
• Users who would like to have the actual recurring events synced over instead of grayed out blocks in Pipedrive

If you are interested in getting access to this feature before we finish the full rollout, let us know in this form.

Do you use Web Forms to collect personal data from your website visitors? Are you obliged to process your customer data according to GDPR or any Data Protection regulation? 

Share with us your needs and pains regarding the data protection obligations, so that we can help you to stay compliant. 

How do you handle it now? What role(s) have to deal with it? What do you miss in Web Forms and Pipedrive? Have you experienced an audit looking into your data processing in Pipedrive? 

In our knowledge base you can find this guide on how to create a GDPR compliant forms. But we want to take it a step further. We are working on Web Forms improvements and we want to hear from you!

We are looking for Web Forms users, who are interested in providing us with their feedback in regards to the GDPR or other policy compliance (T&Cs, Privacy policy, etc.). The call will take 30 minutes and in return, we'd like to reward you with our swag (notebook or mug).

Feel free to book your slot here. Or if you would like to share your thoughts in writing, feel free to do it here in the comments :)

Looking forward to talking to you soon,

Daria & Katerina

My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature.

Currently we are working towards improving our list view solution and would like to interview a verified partner/reseller.

Do your clients have a lot of workflows and have trouble keeping track of them all? We'd love to hear your feedback in that regard.

If you're interested in talking to the automation team comment below and I'll reach out to you with more details. 👇️

Thank your for your help! 🙏

Hope to speak with you soon! 🙌

Hello all,

We have plans about making Sales forecasting in Pipedrive stronger and more useful to help the sales team consistently achieve their goals.

In order to do so, I am looking to chat with sales teams leaders to learn about the pains of forecasting and get feedback on our Forecast management prototype at its early stage.

Above is a small teaser of our concept what forecasting could look like in the future.

Thank you!

EDIT: Sign ups are now closed, thanks to all who shared their interest.

Hey, Pipedrivers! 👋

• Is your support team engaging with your customers across various channels and making sure cases are responded to promptly?
• Are you currently using a 3rd party customer support solution, but find that it's creating a gap between support and other teams?

We've been deeply exploring the customer support problem area, and have started developing a solution that would streamline and automate customer support comms with your customers. We call it Support Inbox and it will be a single place in Pipedrive to manage all of your customer support communication.

I would love to hear your story about your WHYs = motivation to start using the CRM tool and the "business boosting" effect you see/track/measure in your company since you use it 🤔

Please share:

Your onboarding journey with Pipedrive, your wins and struggles during the new process set up, getting buy-in from your team, benefits you can see and track...

If you:

⏳️Have time (approx 45min) and are willing to share with me

📢Speak English or Czech (I am sorry I am not strong with another language:)

💪Are/was responsible for Pipedrive choosing/onboarding/setting it up for your team

Please book your slot and we will talk:

https://avengers.pipedrive.com/scheduler/ZqGe80h1/my-pipedrive-journey

Thank you very much

Veronika Danielova

Product Manager

We care about your email campaign results and email deliverability quality, so we rolled out Campaigns Alerts & Tips 📢

In the Campaigns Alerts and tips menu you will find rich content tips to follow which will support you to improve your performance using Campaigns products. But that's not all. In Pipedrive we have a dedicated Email Delivery and Compliance ™ who maintain Campaigns service and systems so your emails are delivered in inbox folders with less bounces counted. If you send out email campaigns and your domain will appear in some blocklists or your campaign will not meet a threshold such as high bounce rate, you will get an Alert from our Email Delivery and Compliance with detailed information on how to solve the issue and improve your results. 

Looking for testers! 🔎

We want to get your feedback about specific types of alerts we send to Campaign users, e.g. feedback about low engagement rates to be sure that content added in Alerts is easy to grasp for further actions to solve low engagement issues.  

Who are we looking for?

4-7 volunteers, who are already familiar with sending out email campaigns.

How to enrol?

Please leave a comment below and I'll send a calendar invitation link. 

Feel free to share feedback and post questions!

Learn more about Campaigns Alerts & Tips.

The new feature has two main developments:

• Sign inside the document - pick the specific location in the document where you want your customer's digital signature to appear
• Fillable fields - enter fields in the document that your customer can use to fill in information (e.g. contact details, billing details etc.).

Testing will take place over video call on Wednesday-Friday this week. The call will be in English, and will typically last 30-45 minutes. 

If you would like to participate please book a slot using this link. 

To thank you for your time we'll give your company early access to the new features* and a 30 $/€/£ Amazon gift card ❤️

Looking forward to testing the new improvements with you! 

Jess

*to use eSigantures you must have the Professional or Enterprise plan, or the Smart Docs add-on

Hello all!

We have started to gradually release the new Campaigns Engagement Notifications feature for our customers. The rollout will continue for 2 more weeks until we reach all of our customers. But if you’d like to get this feature turned on already and be one of our early adopters please let us know.

Early adopters

The first users will receive access to the live feature as soon as you let us know. We are interested in getting early feedback about it, so as part of the process, we will invite early adopters to 30-45 min interviews after trying out the functionality, about their experience, any comments or propositions. 

Who are we looking for?

• Experienced users, who have sent out several email campaigns through Campaigns
• Users in companies interested in notifying other sales users in their Pipedrive account about the engagement campaigns are getting so they can follow up accordingly.
• Preferably, users with at least 1000-2000 subscribed contacts

If you are interested in getting access to this feature before we finish the full rollout, apply in this form

Dear Pipedrive Community,

We’re currently researching Workflow Automation’s improvements in Pipedrive.

This would impact the way you see and organize your automations on what could be a new Automation's Dashboard.

We are conducting research about this and we would like you to rate some needs showing on this short survey that shouldn’t take longer than 1 minute to fill.

Here’s the link -> https://forms.gle/sPPRahDAdF6WctwU9 

Your feedback will help us and you a lot!

Thank you,

Patrícia Faria and VoC team