Dive into Pipedrive’s planned AI advancements, CRM improvements and new features.
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…
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…
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…
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,…
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…
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.…
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…
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…
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…
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,…
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