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.

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 expect it to be available to everyone on Advanced and higher plans by the end of the month.

Just select "transfer automation" from the more actions drop-down menu:

Select the global admin you'd like to transfer it to:

Transfer the automation, and you're done!

The receiving owner will be able to review and enable the automation.

Learn more on our Knowledge Base: https://support.pipedrive.com/en/article/workflow-automation#transfer-automations

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 daily workflows.

Some important details to be aware of:

• these feature(s) will be enabled for the whole company, not for a single user
• the card customization feature is available for Professional and Enterprise plans; pipeline sorting is available on all plans
• sorting based on custom fields is not possible yet, this will be added in future updates
• the best way to share your feedback, issues, and improvement ideas is right here in this thread

Thank you! ☀️

Rene from Pipedrive

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

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 faster and increase conversion! 

🚀 What is Automatic Assignment? 

Automatic Assignment enables you to automatically assign leads and deals to specific people or distribute them within a team based on conditions you define and set as rules. 

You can assign newly created leads and deals, as well as deals that move into a new stage or pipeline. You can define custom rules and define their priority so they perfectly fit your sales process! 

🚀 Who has access? 

Automatic Assignment will be included from the Professional plan. 

You must have Deals App admin access in order to set up the feature. 

🚀 Where can it be found? 

You can find Automatic Assignment under the “more” menu in the side bar or the settings menu. 

We are rolling out the feature to customers in batches. Expect to find it in your account by the end of April! 

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. 

---------------------------------- NOW

Campaigns product team is working on: 

Schedule Campaigns Later 🗓️  - DELIVERED AS OF APRIL 2022

Schedule your campaigns to be sent later based on fixed delivery date and time

Marketing filters 👤 - DELIVERED AS OF APRIL 2022 

Enabling both marketers to segment and target users according to their campaigns-specific attributes and activities. 

Double Opt-in ☑️ - ROLLING OUT TO USERS AS OF JUNE 

Provide solutions that help users to use contacts for email campaigns without worries about abuse.
 

The above will start rolling out during Q2 to all users

---------------------------------- NEXT

We are starting work on:

Automations foundations 🤖 - EXPECTED ROLL-OUT STARTING MID JULY 2022

Users can automate marketing communications with email campaign and time delay steps and review single campaign reports

Marketing Engagement Notifications ⏭️ - EXPECTED ROLL-OUT STARTING MID JULY 2022

Allow users to create campaign follow up actions based on recipient engagement 

Campaigns Insights foundations 📈 - EXPECTED ROLL-OUT STARTING JULY 2022

Marketers will be able to build reports in Insights based on email marketing reporting data from Campaigns.

The above will start rolling out during Q3 to all users
 

----------------------------------LATER

Later, this year we are planning:

Engagement Scoring 💚

Marketers will be able to score their contacts based on their engagement levels and the sales users can use this score as guidance in following up with specific users.

Campaigns  Insights extended  📈  📈

Marketing and Sales teams will be able to build conversion funnel-report by matching marketing data from Campaigns with Leads or Deals.     

Automations extended 🤖🤖

TBD

The above will start rolling out during Q4 to all users

I tried to highlight the key and core items we are working on, however, we are always happy to hear your feedback and develop our roadmap accordingly. 


Share your feedback, and help us improve our product! 💪

 

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 and the reassurance of phone support when you need it.

Power plan users get access to:

• Project planning, tracking and delivery
• Phone support and CRM implementation
• Better control of account permissions and visibilities
• Higher usage caps

Available now to all existing and new Pipedrive users. You can find all the details on the Power CRM plan page.

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:

• Seamlessly make and receive calls and SMS within Pipedrive
• Run automated dialing campaigns with Pipedrive lists
• Enrich contact data with call recordings, SMS, and more
• Access and manage calls from any device
• Boost revenue and productivity while reducing sales burnout

When: 

Available now! Integrate today to unlock your sales team's full potential.

How to Start:

Follow the instructions for each app to Integrate CloudTalk and JustCall 

Integrate CloudTalk                                                                     Integrate JustCall

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 Knowledge Base guide here.

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 even more personal.

Coming soon: ⏳

• Email footer localization has been a requested improvement from those who have customers in non-English speaking countries. To make sure you can localize the email fully, soon you will have an option to change the language of the footer text to fit your audience.
• Leadbooster web form update will allow you to subscribe contacts that fill out the web form automagically. No more manual follow-up actions for you.
• You might have a question based on the above: "How about integrations and API?". The answer is that we have an API endpoint available for integrators, and we will be inviting marketplace partners to upgrade their integrations. If you have a custom integration, ping me and I will share the documentation.

🛣️ Roadmap: 2021, Quarter 4

Since the launch in June, we've been gathering feedback, interviewing many of you, and getting ready to build new functionalities that will make your life much easier. To do that, first, we have to make sure the foundation is built on is secure, scalable infrastructure and the user experience is flawless. So in the next 3 months...

• We are preparing to exit beta in January 2022.
• We are focusing on the email infrastructure, doing stress tests, and securing the web app.
• Although we have many users who are pretty advanced and ready to consume Campaigns as is, the app requires some user experience improvements to make sure all users follow best practices and can get started effortlessly.
   

🛣️ Roadmap: 2022, Quarter 1

Some of the bigger things that we have in the roadmap right after the work scheduled in Q4 are:

• Domain authentication
• Email automation series, drip campaigns
• Double or confirmed opt-in solution
• Campaign scheduling

These items don't include ongoing improvements based on your feedback. So keep it coming. 

💬 I will be happy to discuss the roadmap in the thread below! 

P.S. I wanted to share a really fun Campaigns promo video with you. What do you think? 

We are happy to announce that Asana integration will be added to workflow automations, providing yet more opportunities to connect Pipedrive and Asana. 

What will I be able to do with it?

• Access to more action and event combinations, and filtering possibilities that include Asana
• Support for both Deals and Leads
• Support for automations for multiple pipelines

Please note: Pipedrive reserves the right to modify and update the features announced in the What's planned? topic, and does not communicate exact timelines for delivery.

We are happy to announce that this highly-requested feature is being made available gradually to all regions, starting April 2023!

🚀 What are Pipeline-specific custom fields? 

These are Deal custom fields that you can now choose to show inside specific pipelines. As opposed to having all Deal custom fields show in the detail view regardless of which pipeline the deal is in.

🚀 Who has access? 

Pipeline-specific Custom Fields will be included from the Professional plan and up. Admin users can access and set up the feature for the company.

We are currently improving the ability to automate email & activity sequences, by adding a new Wait for condition step.

🚀 What is Wait for condition step? 

Enables you to set up automations that wait for something to happen, and continue a sequence after that is true. If not, and the maximum checking time has expired, the automation stops.

Examples of use cases:

• Deal created > create activity > as soon as the activity is marked as done within 5 days > create activity
• Deal moved to stage X > send email > as soon as the email is replied within 5 days > send email

🚀 Who has access? 

The Wait for condition step is now available to all customers in Advanced above plans. 

Learn more

Many questions about our roadmap for this year went unanswered during the webinar due to time constraints. Here are the answers provided by our product managers to the most popular questions:

1.Can we customize deals In Pipeline view and Forecasting view?

This is planned for Q2 2023

2.Any improvements to products and creating proposals with eSignature?

We're currently investing in improvements to the Products feature to provide more configuration and flexibility in structuring the products catalog and pricing the deal.

3.Any plans for leads round-robin routing functionality?

Yes, we're currently working on adding Leads to Automatic Assignment. Planned for Q2 2023

4.Any plans on having a checklist in each deal so that we can build actions in our sales process? In combination with the automated coloring of hot and warm leads.

No plans for color coding, but multiple labels are being rolled out soon, which could be helpful for this. Also, we are adding options to sort pipelines for surfacing important deals based on different criteria (including custom fields).

Regarding checklist/to-do list - currently, we support bulleted lists in notes, which could be used as a to-do list.

5.Are you going to add texting or Whatsapp functionality?

As part of our omnichannel initiative, we are laying the foundation for this to happen. However, we don't have plans to build native texting capability this year. We could suggest you some apps available on our marketplace like Sakari and Textline that can solve your use case. Additionally, we have native Whatsapp and FB messenger integration which you can also explore. Sharing the links here:

1. Textline: https://www.pipedrive.com/en/marketplace/app/textline/c9ae1c7e80c5a7ce

2. Sakari: https://www.pipedrive.com/en/marketplace/app/sakari-sms/4365a11b795c62f0

3. Whatsapp by Twilio: https://support.pipedrive.com/en/article/pipedrive-integration-whatsapp-by-twilio

6.Are you planning to roll out more reporting based on payment schedules?

At the moment it is not part of our focus for 2023. However if we see growing feedback on this topic we will add it to our upcoming plans. But thinking long term, we want to grow reporting on this area.

7.Can Insights and reporting have a function to report against organisations and people added in? Useful for when looking at client industry, sector, etc

It is planned to work on contacts reports in Insights this year to help our customers get a better understanding of both People and Organisations

8.Can we add "if...then" conditions and paths within an automation?

The ability to set up different paths within a workflow based on condition criteria is on our plans for this year. We'll post updates in the community once this initiative kicks off.

9.Will there be the option to @ mention a colleague in activities?

There are no immediate plans to add this in the short term. Currently, the team is focused on the reliability of calendar sync, but we will definitely keep this feedback in our backlog of improvements.

10.Will the omnichannel include capturing text and phone calls associated with a deal, or is that still utilized through Just Call?

The first version of the omnichannel inbox will not include capturing text and phone calls. However, we will take this into consideration for the future.

11.Is there any way we can filter spam emails?

We are looking to release labels functionality in Q2, so once this functionality is available, you could label spam emails that get into Pipedrive and filter them out.

12.The Scheduler is great but lacks the possibility of embedding on a website. Is that in the plans?

We are aware of feedback regarding this, but could not start development on it yet due to competing priorities. But this is something we hope to revisit this year.

13.Can you set rules for the automatic assignment? Such as, if call time isn't hit, no deals are assigned that day.

You’ll be able to specify rules which leads or deals are matched against, and assigned to a specific user or distributed fairly amongst a team. We have noted this use case as something to explore in the future.

14.What about time triggers in the workflow automation module?

We plan to introduce Date based triggers this year.

15.Will there be changes to the Mother / Daughter company view in order to have a global view of opportunities inside the same company group?

We are researching and gathering feedback on company hierarchy, though changes to this are not on the roadmap for now.

16.Will it be possible to customize the colors in Insights?

One of our focuses this year is making Insights more customizable and easier to use. This request has been noted, as we research the best ways to make this happen.

17.Will it be possible to reassign organizations and their contacts, deals, and activities together instead of separately?

With Automatic Assignment, it will be possible to reassign a deal when it's been updated (moved stage or pipeline) and the contact details will be reassigned as well (any future activities will be created for that owner).

18.Will email changes affect how emails sync to Contacts & Deals? Will multiple email accounts now be able to sync to Contacts & Deals?

Multiple email sync will not affect email sync to Contacts & Deals, it will work the same way. You will be able to sync more than one email account into Pipedrive and link those emails to Contacts & Deals the same way it works now.

19.Will there be improvements in Leads metrics/insights?

We are focusing this year on introducing Contact Reporting to Insights to help customers get a better understanding of People and Organisations they have. We will also be looking into Leads related reporting.

20.Will there be the ability to share workflow automations with specific teams so that they don't get triggered by all employees? And work on workflows that other team members created?

We plan on improving the experience of teams working with Automations during H1 2023 and this will be considered.

21.Will it be possible to assign goals to clients/organisations that we can track sales against this year to focus on growing sales through existing clients?

We plan to introduce Contacts (Person and Org) Reporting in 2023, and this will be looked into when we do that.

22.Will it be possible to select different signatures within PD emails?

It is not in our immediate roadmap but is planned for after we roll out multiple email sync, shared email and labels functionality.

Say goodbye to manually creating copies of Dashboards, Reports or Goals! Starting today, all Pipedrive users can easily and simply use the duplication feature instead to save you time and energy. For all the details, check out our Knowledge Base article here.

DUPLICATING REPORTS AND GOALS

To duplicate a report you’ve created, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option. Once you save the changes, the new duplicated report will be opened automatically.

To duplicate a report someone else created and shared with you, click the “...“ button on the right-hand side of your screen and select the “Duplicate to your reports“ option.

To duplicate a goal, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option. Note that the options to duplicate goals depend on the editing rights the admin of the company account has granted.

DUPLICATING DASHBOARDS

To duplicate a dashboard you’ve created, click the “...“ button on the right-hand side of your screen and select the “Duplicate“ option.

To duplicate a dashboard someone else created and shared with you, click the “...“ button on the right-hand side of your screen and select the “Duplicate to your dashboards“ option.

As promised during the webinar, posting the answers to questions that we did not have time to take in live.

1. Can I set up an automation to delete activities that are incomplete, say when a deal is marked lost? Currently this is not possible since automations work on a one to one basis. Meaning that in this scenario, 1 triggered deal can only affect 1 activity at a time. This need is something we're aware of and may research and prioritize in the future. 
2. "Will there soon be a way to build a decision tree? Like: ""If a condition is A or B, action A or B should start"""We have plans to work on "Split Conditions" this year. We are kicking off research on this topic to identify the different needs and which we'll focus on first. 
3. How to send an automated email from the deal's owner email or a specific assigned user email like (Relationship Manager) of a deal? Currently, the automated email is sent from the automation owner's synced email. We are working on enabling users to share automations in order to be able to easily share automations with other persons in the company and ensure that the email is sent from the correct person.
4. How do I download a spread sheet of contacts so I can do a mass email campaign "You can get a list of contacts exported following the ""Exporting from the list view"" section here: https://support.pipedrive.com/en/article/exporting-data-from-pipedrive. If you want to import contacts from an external spreadsheet and then make a mass email from the Contacts List, you can use the import tool https://support.pipedrive.com/en/article/importing-data-into-pipedrive-with-spreadsheets https://support.pipedrive.com/en/article/group-emailing"
5. Can i add the trigger as when a deal enters a certain stage in the pipeline? e.g. create an activity when a deal is put into a specific stage in the pipeline"Yes, it is possible to set an automation for when a deal is updated. You can learn more about the Automations feature and how it works here: https://support.pipedrive.com/en/article/workflow-automation 
6. Is there automations for WhatsApp? Currently, the Automations feature does not work with WhatsApp. We are aware of this need and it's something we may explore in the future.
7. Can i set a date trigger to a number of Days before/after a date field, e.g. 10 days before date field" This is not currently possible, but "date triggers" are something we'll explore this year. We are kicking off research on this topic to identify the different needs and which we'll focus on first.
8. Will it be possible soon to automate the double opt-in request email ("confirm your email adress")? This is super important for us EU customers :) This is not currently in our plans.
9. What automations and metrics are available for mass prospecting emails that go out to 100s of prospects who are not at the deal stage yet? For mass prospecting emails you should use the Campaigns capability together with Automations. Learn more about it here
10. How do i stop a deal from doing duplicate automations on the same deal. e.g. i have an automation that created 3 of the same activities" In order to prevent unintinded automations from being triggered it is crucial to configure condition steps that do not overlap between different automations. You can learn more about conditions and Automations here.
11. Can I set a trigger as when a deal enters a specific stage in the pipeline? if not is there an alternative way to do it?" Yes, it is possible to set an automation for when a deal is updated. You can learn more about the Automations feature and how it works here: https://support.pipedrive.com/en/article/workflow-automation 
12. Will automations be able to work like a Sales Engagement Platform? Some workflow that combines different mail activities and for examples linkedin tasks, calls, etc. This is our plans for further research this year.
13. Is it possible to Auto Loose a deal after a set time e,g when a quote expires We plan to support date related use cases later this year. Currently it is possible to automatic loose deals after a certain time has passed and a acondition is met  e.g. Quote expired = Yes. Learn more on how to use delays here. 
14. While you were doing the demo, I saw a webhook call in the automation. Where do I access that from my Pipedrive account? We are currently testing this functionality with a closed BETA group. It is not possible to access this functionality from your Pipedrive account at this time. Depending on the outcome of the BETA testing, we'll consider releasing this functionality to more customers.
15. Will the maximum number of emails remain at 100? It is correct, while sending a group email you can do it to 100 contacts at a time. However, the number of times you can send out group emails in the batches of 100 is not limited. 
16. For us, sales steps are longer than a few days.Is there automation if nothing has been done for example 2 weeks! It is currently possible to use delays up to 90 days. You can set up an automation that everytime a deal is created > dealy 2 weeks > if deal stage is the same > create a follow up action. Learn more about delay steps here.
17. Can the emails be set to automatically move to the next email in a certain timeframe and keep going to the next email until the pipeline is finished without having to move them manually? Yes, this is possible by using delays together with condition steps. e.g. Every time a deal is created > send email > delay 3 days > if stage is not X OR deal is open > send email > etc... Learn more about delay steps here.
18. Is there a way to automate pre-demo emails as a reminder to prospects? We plan to support date related use cases later this year.
19. Hello. Is it possible to send automatic messages by whatsapp when changing the stage of a deal within Pipedrive? Would you recommend any additional tools? Thanks so much! Currently whatsapp messages are not supported. It is our research backlog that we might consider to prioritise. You can use Zapier as an alternative.
20. Can you speak about specific AI features you are working on? Will there be a gpt integration to write outreach message sequences for example? We are currently researching several possibilities of adding AI capabilities to the product. However, we cannot disclose more information for now.
21. Follow up to my question, if the recipient replies to the auto email, could it be configured to end additional auto emails, and create a task to call? Currently this is not supported. However, coming next we are working on the capability to set up conditional paths that will make this use case possible. Keep tuned for updates in our community in the next months.
22. I would like make a lead score in pipe drive like if client did 2 accounts auto come a hot lead or lead has same name auto telling me > and thanks We are currenlty working on a formula field capability that can support the need to create a score.
23. It seems there a lot interest how to be able to stop a email sequence, could you show us? This can be done by adding a condition before the email. If the condition is false, then the automation stops.
24. If you want to use the functionality that Nuno described will we need to be connected to our outlook email and calendar please? If you'd like to automate email sequences, you will need to sync your email with Pipedrive. You can learn more about automating sequences based on email conditions here: https://support.pipedrive.com/en/article/automations-sequences-based-on-email-conditions And learn more about email sync here: https://support.pipedrive.com/en/article/email-sync 

You can further automate your email engagement processes by checking if an email sent from Automations feature has been replied / link clicked after some time has passed.

Example

• Every time a deal is created, send an email, if email s not replied after a week, send a follow up email

Start using it with ou templates!

Learn more here.

And soon we'll add more emails sequences capabilities that will help you time your follow-ups to perfection, so stay tuned!

There has been a recurring feedback that when a user has access to another user items, he should not be able to transfer that item ownership to himself (or any other user for that matter). In order to restrict this action, we have introduced new permissions, which will be released for all accounts by mid April.

So, what will be released?

In Deals permission set 2 new permissions:

• change the owner on a deal;
• change the owner on a lead;

In global permission set 3 new permissions:

• change the owner on a person;
• change the owner on a organisation;
• change the owner on an activity;

How will these permissions behave?

When one or several permissions are disabled, users belonging to the permission set where restrictions are applied, will no longer be able to change the owner on items that do not belong to them. For example, if the permission is disabled for deals, users in the group will no longer be able to change the owner on deals that do not belong to them. NB! User is still able to change an owner on a deal that belongs to him.

Where could it be found?

Navigate to the settings menu -> manage users -> permission sets.

Hei, Pipedrivers! 

We’re working hard to improve our Automations feature with new functionalities to help you save time and close more deals, faster. 

What’s new?

 We’re excited to share with you all the updates we’ve recently released to Automations:

• Sequences based on email conditions – Create automated sequences based on conditions like email replies or link clicks to keep prospects hooked.
• Improved templates – Design new workflows in two minutes with a wider selection of ready-made automation templates.
• Enhanced admin functionalities – As an admin, you now have complete visibility over which workflows your team is building.
• Revamped list view – Organize automations with brand-new filters and labels and easily find them using the search bar.
• Delay steps – Add delays of up to 90 days to your automations and ensure you never miss a follow-up.

For whom?

All users with with access to Automations (Advanced plan and above) 

Next steps on Automations roadmap:

And there’s more to come! Here are just a few of the Automations updates you can expect this year:

• Automatic assignment – Automatically assign high volumes of leads to the right owners so they can follow up quickly and sell more.
• Ownership transfer – Effortlessly transfer automation ownership from one user to another.
• Improved sequences – Set up automations with follow-ups perfectly matching the time of specific conditions.

So stay tuned!

It is now possible to

• Display files in the lead details
• Create files linked to leads using public API
• Link to leads from files in other entity details (organization, person)
• Preserve file links when converting a deal back to a lead, and also merging leads

When:

Gradual release to all customers throughout December 2022

Watch our replay of today's session, where we’re focusing on what makes Pipedrive great, and discover more about the exciting road ahead of us here at Pipedrive.

• Find out more about our product evolution 📈
• Get an exclusive preview of our 2023 roadmap 📅
• Live Q&A with today's participants 🎤

Ask your own questions in this community thread and we'll follow up promptly!

Thank you for helping us make Pipedrive a better CRM for everyone!

We are happy to announce that this often-requested feature is being released! Find out all about it here 🚀

What: You can make a numerical or monetary deal custom field calculate a value based on values from other deal fields.

For whom: Pro and Enterprise users

When: Gradual release starting February 2023

• 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 and custom date fields as triggers in automation conditions
• Use default and custom date fields as 'merge fields' in automation actions

Still to come:

• Relative date comparators (e.g. "earlier than 3 months")
• Trigger a workflow based on the date value of the date field

🧑‍🏫 Learn all about Workflow Automations with our Academy videos and from our Knowledge Base tutorials.

❓What's the first Workflow Automation that you're going to build using this new capability?

• What: Insights users are now able to reassign dashboards they own to other users in their organization. The new owner will gain ownership and editing rights to the dashboard and reports under it. This person will be the only owner.
• Who and When: Out now for all companies
• Find out more: Shareable Insights

I know there is one topic that has gotten quite some feedback during the years in this community and this topic is pipeline visibility. Letting you know that this feature is expected to be rolled out to all during this quarter, in the upcoming months. :)

What to expect?

Introduction of pipeline access restriction in visibility group page. Restricting visibility group access to pipeline(s) and with that restricting access to the deals within those pipeline(s).

What are the most important changes?

• New and improved look and feel for the visibility groups page;
• Added 1 additional visibility group to the Professional plan. From now on, Professional plan has 1 default group and 3 fully customisable groups;
• Introduced pipeline visibility functionality inside visibility groups, which allows to restrict group access to pipelines, keeping in mind deals admin permission set users have always access to all pipelines and deals/leads;

A bit more information about pipeline visibility and visibility groups can be found in the Knowledge Base :)

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 weighted value (deal value with probability applied), deal value and custom monetary fields
• Filter report by default and custom fields

Where do I create this report?

Insights > New report > Forecast and subscription > Revenue forecast

🧑‍🏫 Learn more about Revenue Forecast reports in this dedicated tutorial: Insights reports: Revenue forecast.
 

➡️ Always stay on top of what’s coming down the line:

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.

What: we are delivering on a number of popular requests!

• You can see all workflows in the same tab
• Admin users will be able to see the configuration of workflows made by others
• Automation search bar: find workflows searching for name and description
• Add up to 100 tags to your workflows
• Filtering: sort your workflows by tags, triggers, actions, state, and owner

When: gradual release to start from the last week of December 2022

Why?

Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. 
 

How does it work?

Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity.

For whom?

Advanced, Professional, and Enterprise plans with active Workflow Automations. 

Only Admin users can perform this action. All users' Workflow Automations will be affected.

Learn more: 

How can I disable the follow-up activity pop-up?

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Manage all your conversations from Facebook Messenger and Business WhatsApp in Pipedrive, keep them organized and connected to your contacts, leads and deals!

What:
With our new Messaging inbox integrations you’ll be able to:

• contact prospective leads or clients, and track your conversations without leaving Pipedrive;
• intuitively create contacts, leads, or deals from conversations and store your conversation history in the related contact, lead or deal;
• share conversations with colleagues and even assign them to the ideal team member for follow-up.

When: 
Starting today, for all companies in all plans.

How to start:

Connect our Facebook Messenger and Business WhatsApp integration apps or add the apps directly within Pipedrive (Leads > Messaging inbox).

Learn all about it in our Knowledge Base.

Campaigns app is getting new functionality to take care of your marketing needs.

We’ve listened to your feedback and know how important automations are to your marketing strategy.

We have been working hard to deliver this functionality for you - and now the first version is coming out! 

I can’t wait! When will I have it?

We have already started rolling it out gradually and all paying customers will have access by early September. Trialists will follow soon after.

How can it improve my marketing?

Automated Campaigns will allow you to:

- Build automations so Contacts receive campaigns at the right time

- Combine it with Time delays for drip campaigns

- Look into each campaign report to see the effectiveness of your efforts

- Work with Recipient list in Reports, to reap to full benefits of Contact behavior

Awesome! So…what’s next?

Early next year we’ll enhance Automated Campaigns’ functionality, including:

- Contact Open and Click behaviour 

- Marketing automation templates for faster setup

- Improve automated campaign building experience

- More advanced automated campaign information visibility in Contact detail's view

Stay tuned and look out for the launch announcement!