-
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,…
-
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…
-
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.…
-
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…
-
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…
-
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…
-
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…
-
Webinar Q&A: Boost Your Prospecting Strategy Using Surfe X Pipedrive
Hi everyone! ☀️ Last week, we had the pleasure of hosting the webinar Boost Your Prospecting Strategy Using Surfe X Pipedrive. A big shoutout to everyone who attended - it was inspiring to see so much interest in optimizing prospecting workflows with Pipedrive and Surfe! We received some great questions during the session,…
-
QuickBooks by Pipedrive integration multi-user update
What’s new: The QuickBooks by Pipedrive integration now supports multiple simultaneous user connections! How the update helps: Previously, only one Pipedrive user could connect to QuickBooks. Now, the account admin (the first person in the company to set up the integration) can grant access to everyone or keep it to…
-
✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝
We are happy to share an improvement to the recipient suggestions functionality in Pipedrive’s email composer. What’s new: Recipient suggestions in the To/CC/BCC fields now include Pipedrive users within the company account, alongside existing contact suggestions. Why: Sales is a team effort, and our customers have shared…
-
✉️ 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…
-
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…
-
New: Restore deleted data in Pipedrive
It’s not unusual for users to accidentally delete data from their account, or even deliberately delete data and later decide they still need it. So, we made the process of restoring deleted data even more straightforward. You can now find two new options within the Pipedrive interface: Under Tools and Apps > Restore data…