Dive into Pipedrive’s planned AI advancements, CRM improvements and new features.
What is new? We’re launching three new API resources with a range of endpoints to help you modify the data around the Projects feature space, allowing integrations and automations to join in on providing solutions in the project and task management problem space. The endpoints are tied with the Projects add-on which has to…
Hello, Pipedrivers! We are letting you know that our new Privacy and Security Trust center page is live now: What is a Trust center? Trust centers are one-stop information hubs about business practices, regulations, and guidelines concerning security, privacy, openness, and compliance. These webpages allow companies to…
Hello Pipedrivers! We’re releasing a small but often-requested feature: users can expand (or collapse) all detail view items in one click. What: Expand all stacks, notes and files in one click. It works per user and entity, meaning it’s separate for deals and contacts, and each user controls their expand settings. When:…
Hello community! The ability to create reports combining data from different entities is rolling out to all companies. Here’s what you can do: Add contact person, organization and deal fields into a leads report Add contact person and organization fields into a deals report Add deal, lead, contact person and organization…
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…
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