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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…
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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…
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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…
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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…
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New: Recurring Products (Products as Subscriptions)
Hey Pipedrivers 👋 The Recurring Products feature is being gradually released to all regions, with general availability expected by the end of April 2024. You can learn more details about this feature here. Where: The new functionality can be found in the details side panel of a product and in the interface that you use to…
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Soon in Insights: Product revenue forecast report
To better support our customers who have subscription businesses, we are starting a release for a new report type called product revenue forecast report. The report will be available for companies on Advanced plan and onwards. The report can be found under Add new → Revenue forecast → Product revenue forecast. The new…
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New: Grouping of Fields 🗂️
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult. Admin users can: create new custom field groups reorder the placement of groups in the details reorder custom fields within…
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New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
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Webinar Q&A: Getting started with lead generation on LinkedIn: Surfe & Pipedrive 1.0
Dear Pipedrivers, ☀️ Thank you for joining our webinar "Getting started with lead generation on LinkedIn: Surfe & Pipedrive 1.0" - we hope you found it valuable and insightful! We received many thoughtful questions during the session and, while we couldn’t answer them all live, the Surfe team has followed up on every…
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Templates now available in Sequences Beta
Hi community! Our Sequences beta just got even better - we've added Templates! Sequences help you structure, automate, and personalize your deal follow-ups, ensuring no important touchpoints are missed. From templates, you can quickly create consistent and professional playbook, saving time and boosting your productivity.…
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✉️ Exciting Updates to Email Linking 🔗
We’re happy to announce two enhancements to the email linking feature, designed to improve your workflow and data accuracy. Linking email threads to items like deals, leads, and projects ensures clean, organized, and accessible data. It gives you a complete view of sales communication, making it easier to track…
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New: Dark Theme in web app 🌓
Hey Pipedrivers! Some of you have been testing it already, and now it’s official: the Dark Theme, 2023’s most popular feature request in the Pipedrive community, is scheduled to reach all users by the end of January / early February 2024. This is a personal setting for each user, with three theme options: Light Theme –…
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New: Adding Activities in bulk to Deals
We’re excited to announce the launch of Bulk Activity Management, a new feature designed to make managing multiple deals faster and more efficient. Why this matters: Managing multiple deals often involves repetitive tasks that can take up valuable time. With this update, we’re making it easier than ever for you to plan and…
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…