-
Get Early Access to Multiple Email Sync 💌
Dear community! I’m excited to share that you’re now able to sync more than one email account in Pipedrive! This feature is currently in Beta and is available to a limited set of users and you can get early access to it! 🚀 Here’s how multiple email sync will benefit your sales processes. Eliminate manual hassle.No more…
-
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…
-
New: Build automations and share them with your team! 🙌
Hey, Pipedrivers! Setting up team processes is a big responsibility and we have now made it easier. If you are company admin, you can now build automations and add to them any users of your choice. They will work exactly like if your team mates have built automation by themselves, including the right email inbox and…
-
New: Products + images is here! 📷️
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
-
New: Customise your left sidebar
Hello, Pipedrive Community! We've received several user feedback requests for the ability to customise the left navigation to better suit your preferences, and I'm thrilled to announce that it's now possible! You can now edit your navigation sidebar, choose your default landing page, and toggle keyboard shortcuts on or off…
-
Early release 🚀 Deals + Products data available for Export 📦
Hi, I’m a PM at Pipedrive working on the Products feature, On Wednesday 2 Aug we will start releasing new functionality to export data on the products added to deals, so you can pass this information on for more detailed reporting, delivery or fulfilment. What will you get with this release? From the Export Data feature,…
-
Projects Add-On: current state of things and future
An Important Message to Our Community Members As the newly appointed product manager of the Projects feature, I wanted to take a moment to address this matter with utmost importance. Your feedback and continued support are invaluable to us, and I want to assure you that we have heard you loud and clear. First and foremost,…
-
New: Insights for contacts (people and organizations) 📊
We are excited to introduce the ability to create contact reports directly from inside the Insights feature. See how many contact people or organizations were added to your CRM in a given period, segment them with filters and discover winning patterns. You can find out all the details in our Knowledge Base article here.…
-
📺 Webinar Replay! - Pipedrive Product Talk vol. 2: Latest innovations at Pipedrive
Hey, everyone! It was great to see so many of you join our Product Talk vol. 2 yesterday, in which Shaun presented Pipedrive’s latest innovations and our H2 roadmap! If you haven’t yet registered your interest in getting early access to our upcoming AI-powered features, you can do so via this form. Missed the webinar? No…
-
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…
-
New feature: Read-only fields 🔎
What: You can now make custom field data visible to users without them being able to edit it For whom: Companies on Professional or higher plans When: Rolling out gradually to all regions between August and September 2023 You can learn all about it in our Knowledge Base article here.
-
New: Workflow Automation History 📝
What? Users can understand the status of a given automation execution and troubleshoot it when the outcome is not as expected: * The historical execution data is kept for 15 days for all workflows. * For workflows with delay steps on top of those 15 days, the executions are kept for the total delay period configured in the…
-
Sales inbox is here 📥
22/01/2019 Pipedrive’s Sales Inbox includes cutting-edge features designed to save you time when doing your daily tasks. You’ll be able to track emails, use customizable templates, and fully sync your inbox to any major email provider. You will also be able to send emails to your contacts directly from Pipedrive, which…
-
New feature: Shared automations 🤖
Admin users can save time and trouble by sharing and setting up automations for other users directly. This feature is rolling out throughout August 2023, and will be available to all companies on the Advanced plan or higher. You can find out all about it from our Knowledge Base article here.
-
Webinar Q&A: Leveraging Pipedrive Insights for data-driven decisions
Hello everyone! ☀️ We wanted to extend our heartfelt gratitude for your participation in last week's webinar, "Leveraging Pipedrive Insights for Data-Driven Decisions." Your presence contributed to the success of the event, and we are truly appreciative of your engagement. If you missed our webinar, you can find the…
-
The Pipedrive Knowledge Base is now available in Italian 🇮🇹
We’ve started to publish Pipedrive’s Knowledge Base in Italian, and it's available for customers to explore now. We’re also planning to expand the Knowledge Base into more languages in the coming months. Feel free to give it a try, and let us know what you think! Go to KB
-
Private Activities + Calendar-sync 🗓
What? Users can now control the visibility of private events synced into Pipedrive from their external Google or Microsoft calendars. Additionally, there is a new setting in the calendar-sync settings page with options for visibility as sync as private , sync as public or don't sync When? General availability for all…
-
Pipedrive Product Talk / Roadmap 2023: Q&A from the webinar 📝
We are delighted that the Pipedrive Product Talk 2023 webinar received so much interest and feedback from all of you in the community. If you missed it the first time or would like to see it again, you can catch the replay here. Many questions about our roadmap for this year went unanswered during the webinar due to time…
-
Automations - small, but sweet improvement! 🥳
After reviewing customer feedback, we noticed that a lot of you are requesting functionality to add automatic notes to Deals, Persons or Organisations I am happy to announce, that we are now providing a new type of Action within Automations. Whenever Person, Deal or Organisation is triggered, create an Note with content of…
-
New: Email Labels 🗂
What: you can now further plan and organize your emails by adding, editing and deleting tags from your emails in your Pipedrive email inbox When: rolling out to all companies now, with full availability planned by June 2023 You can learn about this feature in our Knowledge Base article.
-
New: Flexible tax and discounting for Products 🧮 📦
Hi I’m Jess 👋 a PM at Pipedrive working on the Products feature, and I wanted to let you know that we’ve just released more flexible tax and discounting for products. What will you get with this release? Flexibly configure the price of your deals with the right tax method. You can now add tax exclusive of product amounts,…
-
New: Insights Collaboration 📊
What: Within the Insights feature you will be able to Share dashboards with "Edit" rights Share reports with "View" and "Edit" rights Add shared reports to your dashboards Remove yourself from reports/dashboards shared with you For whom: Companies on the Professional plan and above When: Gradually releasing to companies…
-
📺 Webinar Replay | Leveraging Pipedrive Insights for data-driven decisions | August 2, 2023
Click here to find the webinar replay If you weren’t able to catch the live session, or would like to see it again. Here are some of the topics they will cover: Key facts and features of Insights A tour of the available report types (deals, activities, leads, etc.) How to customize the view in Insights Insights’ data…
-
Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
-
Webinar Q&A: Pipedrive Product Talk: Latest innovations at Pipedrive
Hello, everyone! We would like to thank all the attendees of last week's webinar. Your active participation and engagement through asking insightful questions made the session truly valuable. However, due to time constraints, we regretfully couldn't address all the questions during the live session. Nevertheless, we are…
-
New types of permissions to help you further restrict user editing/adding capabilities
We will soon start introducing new types of permissions into permission sets that aim to provide the possibility to restrict users from either creating or editing other users’ items: Permissions for adding items: “Add deals”, “Add leads”, “Add organizations” and “Add people” These permissions, when disabled, will restrict…
-
New feature: Sales Docs available for users in Advanced and Professional 📄
Sales has evolved. Have your docs? You can now send trackable quotes, proposals and contracts from Pipedrive with our newest feature: Sales Docs. Know for certain who’s interested and when to follow up to close your deals faster. To give it a go, simply head to the new ‘Documents’ tab in any deal. Either create new docs or…
-
New: Deal card customization and pipeline sorting
Hello everyone, We're about to add two quite frequently requested features: Deal card customization (in Pipeline view) -> Available now! Pipeline sorting -> gradually rolling out to customers from now through June 2023 Let us know your feedback, how these features are helping you and what problems they’re solving in your…
-
New: File upload functionality in Leadbooster web forms 🚀
What: Active accounts that are not in trial can add an Attachment box to their web forms for receiving files. One file can be added per submission. For whom: All companies with access to Leadbooster When: Gradual release throughout January 2023
-
New: Automatic Assignment enables you to automate lead routing!
Hey, Pipedrive Community! 👋 We know the importance of following up on a new prospect in a timely manner and ensuring that the right person is making that first contact. I’m excited to announce that we’re starting to rollout Automatic Assignment to allow you to automate opportunity routing so you and your team can follow up…
-
🆕 Campaigns Roadmap for 2022 (March update)
It is Almonzer 😊 Campaigns Group Product Manager, I am here to share with you some exciting news! As we are rolling out Campaigns to more and more users, we are getting questions from you asking about features such as Automations and Scheduling Campaigns. I am glad to share with you the highlight of our plans for 2022.…
-
New: Power Up ⚡️ Our new plan for large sales teams
We’ve launched a brand new Pipedrive plan: Power. This is the new second-highest pricing tier available, sitting between Professional, which has been upgraded, and Enterprise. This plan offers scalable control of account permissions and visibilities, project management capabilities as well as increased feature usage limits…
-
🚀 Our new, advanced CloudTalk and JustCall integrations have landed!
What: Good news! Our new, advanced CloudTalk and JustCall integrations are here, allowing you to unlock your sales team's full potential! Supercharge your sales team's efficiency, eliminate manual dialing and streamline your sales communications for maximum impact. With the new advanced integrations, you can now:…
-
New: Insights List view export 📈
What is it? We are giving users the possibility to export list views for all report types by using the button here: What changed? We have now enabled the export for Leads, Campaigns and Email Performance in addition to other report types. When? Available now! You can learn all about exporting data from Insights in our…
-
🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…