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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…
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Webinar Q&A: Reimagining Sales Insights with AI
Hello everyone, ☀️ On March 25, we hosted the Reimagining Sales Insights with AI webinar. Thank you for your incredible interest, engagement, and all the great questions you asked! As promised, we’ve answered your questions, and you can find the answers in the comment section below. If you missed the webinar, don’t worry!…
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New: Automations notifications to help with troubleshooting
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
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We have improved the Calendar sync setup experience!
Calendar sync helps you get full visibility of your meetings in Pipedrive, use the meeting scheduler seamlessly, and avoid manual logging of sales events. To enhance this experience, we've redesigned the Calendar sync settings page with a more intuitive layout and inline guidance. You can now also see your sync status…
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New: Source of the Deal / Lead
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
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Webhooks v2 will become the new default version
What’s changing? From March 17, 2025, all new webhooks created via API will be version 2.0 by default. Until further notice, legacy v1 webhooks can still be created by specifying the version parameter in the API request body. Why is it changing? We introduced webhooks v2 at the beginning of 2023 to add reliability and…
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New group: Consultancy & Agencies – Join and sign up for our first Office Hours event on March 19th
Are you a sales professional using Pipedrive for a consultancy or agency? We’ve created a dedicated community space just for you! Join the new Consultancy and Agencies group and connect with other like-minded professionals in the industry, exchange best practices and learn tips from top experts. Kickstart your journey and…
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New: Insights PDF/PNG Export 📊
What? You will be able to download the graphs from reports, goals and dashboards into a PDF file or PNG image When? Gradually rolling out over the next few months. If you'd like to be among the first to try this feature just let us know in the comments below 🙋🏽♀️
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Webinar Q&A: Reimagining Your CRM Experience with AI
Hello everyone, ☀️ Last week, we hosted the "Reimagining Your CRM Experience with AI" webinar. Thank you for the amazing interest, engagement, and the many great questions you asked! As promised, we tried to answer all of your questions, and you can find the answers in the comment section below. If you missed the webinar,…
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New: Generate reports in seconds with Insights AI
Visualizing the reports you need just got easier with the prompt-based Insights AI report generator. This update will allow you to enter your own prompt, or select an existing prompt from the suggestions. The report will then be automatically generated based on your input. This feature is gradually being rolled out to all…
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Webinar Q&A: How to use Pipedrive more efficiently
Hey everyone, Thank you for attending our recent webinar, "How to Use Pipedrive More Efficiently." We appreciate your engagement and all the great questions! You asked more than we could cover live, but we've answered as many as possible in the comments below. If you missed the session, you can watch the recording here.…
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Soon in Insights: Enhanced products reporting
Hi, community members! We will soon start to release the enhanced products reporting (expected general availability by end of July). What will be delivered: New products report under the deals section, where the source table displays also all the products attached to Deals that meet the filter criteria; 20+ new products…
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Q&A: Optimize your LinkedIn prospecting in 1 click with Surfe X Pipedrive
Hello Pipedrivers, Thank you all for attending and showing interest in our webinar, "Optimize Your LinkedIn Prospecting in 1 Click with Surfe X Pipedrive." We appreciate your engagement and all the insightful questions. As promised, we have answered them, and you can find the responses in the comment section. If you missed…
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New: An Option to Embed Pipedrive Scheduler Into Your Website
We wanted to let you know that we recently released an Embed Scheduler functionality to our users. What will you get with this release? Set up your availabilities in Pipedrive and embed the scheduler with your selected availabilities in your website so your customers can book meetings with you. Where? Embed on your website…