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New: Account Settings access 🛠
What? Account settings access can now be granted as a free seat, independently of having access to Deals. Users that only have access to account settings will not see deals, leads, pipelines, or other core features of Pipedrive. But will have access to user management, billing details, company settings, security settings,…
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Coming soon: Smart Docs add-on 📝
UPDATE: Available now! Streamlining your document management affects more than just your documents. It works wonders for your entire sales cycle! Take for example one of our customers, Leyout, that reduced its document management tool costs by 58% just by using Smart Docs. Now, for some best part: We’re happy to announce…
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New: Pipedrive supports two new languages 🇱🇻 🇮🇩
What? We have launched Indonesian and Latvian language versions of Pipedrive. Indonesian and Latvian-speaking users are now able to use Pipedrive software in their preferred language. With these latest additions, Pipedrive is now available in 20 languages. When? Available now for all companies
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Insights: Custom Fields now available! 🎨
What? Get more juice from your data and gain flexibility by adding your custom fields to Insights. Where and for whom? * For all plans: in the Insights Table * For Professional plan and higher: in Filters and in the Visual Builder (view/segment/measure dropdowns) 🧑🏫 Learn more about Insights and Custom Fields in our…
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Level up your Lead-gen by combining our Web Visitors and Prospector functionalities
We think we’ve introduced a game changer when it comes to converting your leads into deals. 🤩 You might be familiar with our Web Visitors add-on which reveals the names of companies who visit your website and what content they engage with. You also might be familiar with Prospector, which enables you to access a database…
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February's New Apps Spotlight!
Check out the four new apps featured in this month's App Spotlight. * Hockey Stack - An end-to-end analytics tool for SaaS businesses. It tracks marketing, product, sales, subscription revenue and customer success data, all on an easy-to-follow dashboard. * Oneflow modernizes the contract process with a smooth digital…
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Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
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🎓 NEW ACADEMY COURSE 🎓
Email marketing 101: How to be exceptionally good Want to avoid the spam folder? How about building and segmenting a healthy marketing email list? There’s plenty more to learn if you’re new to the wacky and wonderful world of Email Marketing. Join our best email marketing experts @Gints Branks and @Janis Rozenblats from…
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New: Searching for activities 🔎
What? Activities are now searchable from the global search bar: * Activities are searchable by their title, note, and description. * Permissions: Admins can search for all activities (all users'), regular users can only search for their own activities. * Filtering: Users can click on 'Activities' category in search to see…
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Smart Docs add-on: close deals faster with our document management tool
Want to take your document process to the next level? Essential and Advanced plan users can now add Smart Docs to their Pipedrive subscription and streamline how they manage their documents. Smart Docs helps centralize the document process for your team, and as it’s part of the Pipedrive ecosystem, you can make the most of…
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In case you missed it... the best of Pipedrive in 2021
Looking to make a strong start in 2022? We've compiled a list of the best features we released last year to help you do just that. From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone. Check out our article and see what you may have missed in 2021.
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Introducing - Pipedrive Academy 🎖️
Get Pipedrive superpowers! 04/06/2019 Whether you’re a sales rep or a manager, everyone can learn how to use Pipedrive. Pipedrive Academy features CRM training videos and tutorials to help you level up your CRM and sales skills, from quick CRM courses to in-depth tutorials on specific features. Use these CRM training…
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Coming soon: Zendesk Support integration 👩💻
UPDATE 13/12/2021: Out now Why? To allow sales reps to access customers’ information from Zendesk and vice versa, thereby eliminating the need to switch between apps and promoting both a speedy resolution and a better sales workflow. What will I be able to do with it? See Zendesk ticket details inside of Pipedrive.…
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New: Pipedrive-Zendesk integration 🤝
Our new Pipedrive-Zendesk Support integration gives sales and support reps the added visibility they need to improve their customer communication. By integrating Zendesk with Pipedrive, you can access Pipedrive data in Zendesk, and vice versa, without needing to switch between apps. You can find out all about it here
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Planned: Interactive app panels 🗒 🔗
Why? To make it possible to interact with apps & integrations directly via app panels. For whom? All plans. What will I be able to do with it? Perform actions on third-party integrations without leaving Pipedrive. 🧠🔔 Learn all about App Panels from our Knowledge base here, and follow What’s Planned? to get notified about…
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😀 🎉 NEW: Emoji support in your Pipeline and Stage names 🎉 😀
What? You can now make your Pipedrive stages and pipelines truly unique using your favorite emojis! For whom? All plans How? As you are renaming your pipeline or stage, just press Command + Control + Space (Mac), or Windows logo key + . (period) on your Windows computer to see your emoji keyboard pop up on your screen. 🔔…
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Find more leads with 10 free Prospector credits each month
LeadBooster subscribers get 10 free Prospector credits each month to help them find new high-quality leads. You can use the free credits to reveal the verified emails, direct phone numbers and social accounts of your filtered matches from a database of 400 million profiles. And that's not all. If you'd like to add more…
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New: Microsoft Teams integration 🚀
You can install the app here. Why? To improve the flow of information between Pipedrive and Microsoft Teams and save you time. What can a user do? * Get private or channel real-time updates in MS Teams through Pipedrive's workflow automation * Schedule and join video meetings in MS Teams from Pipedrive For whom? Real-time…
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Insights navigation update! Manage your reports and dashboards with custom sections
Do you have a large number of reports and dashboards? If so, we’ve made it easier to find the data you need. Our latest Insights update lets you group reports and dashboards in sections, delete old reports and rename sections to match your sales processes. Head over to our blog to find out how to set up your custom section…
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Planned: Smart Docs add on 🗂
💡 Sign up to be the first to know 💡 As you might know, recently, we’ve introduced Smart Docs: a product designed to enhance remote sales and help close deals faster. Today, we’re happy to announce that Smart Docs will be available for Essential and Advanced plan users as an add-on, including eSignatures, soon! In a…
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New: Insights filters update 📊
What? It is now possible to select multiple organizations and persons in Deal filters For whom? All users and plans. When? Available now for all regions.
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New: Insights side navigation menu revamp 📊
What? It is now possible to: * Create new sections in sidenav menu for reports and dashboards * Add items to newly created sections * Rename sections * Delete sections * Bulk delete several reports at once * UI change - there is now a single button for creating Dashboard, Reports and Goals (located next to search) For…
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Activity reports now available in Insights
It is now possible to create reports and dashboards about your Activities! In addition to standard questions like How many activities were added or completed, Insights will also answer questions like: * What is planned for this week? - viewing results by Due Date * What is done/scheduled on a daily basis? * How…
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Leadbooster Update: Find real leads, not ghosts this Halloween 🎃
What? The Leadbooster add-on now comes with 10 free prospector credits each month. For whom and when? Any paid accounts that sign up to Leadbooster, followed by accounts that are already signed up as a gradual release. Be sure to follow What’s New? to get notified about all updates and product releases 🔔
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New: Monday.com marketplace app 📝
What? Users can discover this new integration on both the Pipedrive and Monday.com marketplaces. You can create automations based on the following: * When a new organisation is created, create an item in Monday. * When a new activity is created, create an item in Monday. * When a new person is created, create an item in…
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New: Schedule Emails to be Sent Later (BETA) 📤 ⏱️
Why? * This highly requested feature allows you to schedule the best time to send your emails * You can now have a timestamp in your emails that fits traditionally accepted working hours (depending on target recipient). * Reach your customers at the optimal time for higher chances of it being noticed. When? Out now across…
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New: Leads in Activities List & Contextual views 🔎
What? Leads can be accessed via the Activities list and contextual views. For whom? All users and plans. When? Gradual rollout starting this week.
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New: Easily Request eSignatures with PDFs and Google Sheets and Google Slides ✍️
What? You can now upload and share quotes, proposals and contracts in PDF format and set up templates using Google Sheets and Google Slides. For whom? Smart Docs users on the Professional and Enterprise plan. When? Out now across all regions. 🔔 Be sure to follow What’s New? to get notified about all new product releases 🔔
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June's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * Hubspot - allows you to sync data between Pipedrive and HubSpot without manual data entry or messy, time-consuming imports. * AXDRAFT - offers a real-time web-based search engine that helps users quickly and easily create a list of contacts to build a…
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New: Leads Inbox - Team filters support (EN language) 📣
What? You can filter the Leads Inbox according to teams. For whom? Users of Professional and Enterprise plans, where teams are currently available. When? Available now for English language customers, and gradually rolling out to all other languages soon. 🔔 Be sure to follow What’s New? to get notified about all new product…