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Join us at the Sales Innovation Expo at ExCel London on November 29-30th š
Exciting news! We're excited to invite our incredible community to join us at the 2023 Sales Innovation Expo at ExCel London on November 29-30th. Swing by our stand, D80, and letās turn virtual connections into real conversations. Meet the brains behind Pipedrive and fellow users who share your passion for growth. A chanceā¦
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New: Grouping of Fields šļø
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 withinā¦
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New: Custom colors in Insights reports š
You can now assign custom colors to different fields inside reports. These colors remain consistent, so reading and comparing different reports is easier. You can learn all about it from our knowledge base article here. This feature is gradually rolling out to companies throughout November 2023
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Webinar Q&A: Maximizing essential features
Hello Pipedrivers!Ā āļø We would like to thank everyone who attended our recentĀ Maximizing essential features webinarĀ we conducted onĀ November 8th.Ā Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions (more than 200 šŖ), and while weā¦
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Webinar Q&A: Pipedrive Product Talk: CRM innovations to unlock sales success
Hello Pipedrivers! āļø We would like to thank everyone who attended our recent Product Talk webinar we conducted on October 17th. Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions, and while we tried our best to address as many asā¦
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New: Insights for contacts (people and organizations) š
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.ā¦
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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,ā¦
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New: Workflow Automation History š
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 theā¦
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New: Build automations and share them with your team! š
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 andā¦
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Insights update: Increase your leads revenue with Leads Performance and Conversion reports
Would you like a better understanding of your team's lead creation and conversion processes? With our new Leads Performance and Conversion reports, you can gain the insights you need to increase revenue and improve your sales process. The Performance report shows how many leads you have created, archived, and convertedā¦
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Get Early Access to Multiple Email Sync š
Dear community! Iām excited to share that youāre 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!Ā š Hereās how multiple email sync will benefit your sales processes. Eliminate manual hassle.No moreā¦
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New: Date fields now trigger Automations! š š¤
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 defaultā¦
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New: Formula custom fields (Calculation) š§®
We are happy to announce that this often-requested feature is being released! Find out all about it here š 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
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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 theyāre solving in yourā¦
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Introducing Projects API in public BETA
What is new? Weāre launchingĀ threeĀ new API resources with a range of endpoints to help you modify the data around the Projects feature space, allowing integrations and automations to join in on providing solutions in theĀ project and task managementĀ problem space. The endpoints are tied with the Projects add-on which has toā¦