Dive into Pipedrive’s planned AI advancements, CRM improvements and new features.
Hello community 👋 The Activity pop-up after the deal is won (aka Opportunity Compass) update is coming out of testing and starting its gradual release. What does it do? You can enable and disable a follow-up activity that pops up when a deal is won. Set the default follow-up activity type and follow-up time (1 week to 12…
Dear community! I’m excited to share that you’re now able to sync more than one email account in Pipedrive! This feature is currently in Beta and is available to a limited set of users and you can get early access to it! 🚀 Here’s how multiple email sync will benefit your sales processes. Eliminate manual hassle.No more…
Hey Pipedrivers 👋 We’re beginning to gradually release automated webhooks, expecting to reach all regions by the end of April 2024. What does it do? The webhook action in Automations allows you to connect Pipedrive with external tools and apps by sending information to specific endpoints. Unlike regular webhooks, you can…
Excited to streamline your sales process with AI? Check out our new AI tools to take the manual work out of sales, simplify communication and effortlessly close more deals: AI-powered Sales Assistant Effortlessly identify patterns of success, get pointers on what to do next, which deals are likely to close and when to…
Hey Pipedrivers! Here’s a small but important update to exporting contact data. What: When exporting multiple contact phone numbers and email addresses, they will be collected in separate columns instead of one column. Therefore, you no longer need to use a spreadsheet split text function to do this. When: Available now…
I am new to Pipedrive so if this has already been done - Please forgive my question and also provide feedback on the steps to set this up on my Pipedrive. TY. *Would like the ability to have more than one person own a deal as we often work with more than one person on a deal. Also be able to sort those specific deals on…
In the user management feature, under the deactivated users tab, it is now possible to permanently delete deactivated users. What exactly has changed? It is possible (after user has been deactivated) to delete the user entirely from the account. This means, the user's personal information (name, email, profile picture,…
Starting from the beginning of March, you will be able to select more data for your report table list views. What has changed? By navigating to the report table view and by selecting the gear icon next to the table, you will be able to also select: For Leads report tables, can add contact person, organization, deal fields;…
You can now assign custom colors to different fields inside reports. These colors remain consistent, so reading and comparing different reports is easier. You can learn all about it from our knowledge base article here. This feature is gradually rolling out to companies throughout November 2023
What: you can now further plan and organize your emails by adding, editing and deleting tags from your emails in your Pipedrive email inbox When: rolling out to all companies now, with full availability planned by June 2023 You can learn about this feature in our Knowledge Base article.
It looks like you're new here. Sign in or register to get started.