Dive into Pipedrive’s planned AI advancements, CRM improvements and new features.
Edit: Since we received a good number of interested users already, we will close this research call for now. Stay tuned for news in the community on this topic. Hi all, We are looking for Pipedrive users who have synced in the past or are currently syncing their Google/Gmail account with our calendar-sync functionality.…
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…
Hey, Pipedrive Community! 👋 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…
Hey 👋 We are soon launching an improved version of Activities list view. So we are looking for volunteers to test our new solution and give us your invaluable feedback/ideas 👀 What has changed? There are no huge bells and whistles added, but rather subtle changes that we hope make your experience better! Improved design…
EDIT: this session has closed; thank you all for your interest. Hey there, community members 👋 Helena from Pipedrive's Research Team here with some exciting news! We're thrilled to announce our upcoming Generative AI Hackathon, and we'd love for you to participate in it. As our valued partners and customers, your input is…
Duplication Feature is now available to all insights users 🚀 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.…
UPDATE: This research has been completed, thank you to all for your interest. Hi all! I'm Natasha from Pipedrive's product team. We're building an automatic assignment feature which will help you route opportunities (think leads or deals) to the right people on your team based on rule criteria you specify. If you're in…
Thank you so much again for attending the webinar last week! Your feedback is crucial so that we improve and offer the best product for all of you. As promised during the webinar, posting the answers to questions that we did not have time to take in live. Can I set up an automation to delete activities that are incomplete,…
Hello! Quick Automations PRO tip! 🤖 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…
Hi Community! 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…
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