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Join Our Closed Beta Release: Add Activities in Bulk to Deals
Dear Pipedrive Community, We’re excited to announce a new feature coming soon to Pipedrive – bulk Activity management for Deals! With this feature, you’ll be able to quickly add activities across multiple deals simultaneously, saving you time and boosting productivity. We’re offering early access through a closed beta…
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Your feedback is needed to bring our AI assistant chat to the next level 👨🏻🔬💬
Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the assistant to have (and not have), what help you'd like from the chat and how you want the chat…
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Early Access List - Pipedrive Pulse - Turn more leads into opportunities
Hi everyone 👋 Almonzer is here from Pipedrive Product Team, I am announcing a new product in our pipeline that soon will be released to selected customers as part of a closed beta. Join the waitlist from this form: We are looking for users who are interested in testing the product and giving us early feedback to help us…
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Better ways of using Pipedrive: Boost your sales with email templates and tactics
Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
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Use SmartDocs & build templates without cloud storage access
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
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Pipedrive Lead Scoring
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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When will webhook v1 be deprecated?
Hi, I noticed that webhook v1 will soon be deprecated. Pipedrive team, could you share the timeline for when this will occur? I'd like to know how much time we have to rebuild our integrations. ;) Also, once we're done, we plan to create a tutorial comparing webhook v1 and v2 for the community. Thanks, Maciej
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Automations Visual Change
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
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Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
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Date trigger automation not running - can't explain?
Hi there - wondering if someone has come across this and has advice. I have an automation (several actually, but all similar) set up with a Date Trigger. Specifically set to run 1 Day After the Date Field (e.g., 1 day after Last Connection Date). Idea being to create a reminder activity to reach out. Thing is, it never…
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Pipedrive for Companies Running Courses
Hi All, I'm working with a Pipedrive client currently, who runs many courses as part of their business. We're looking for the best way to mange course numbers, course attendees, course spaces etc - has anyone setup Pipedrive for this use case previously, and do you have any suggestions?
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Left side bar width
A lot of key information is held in datafields within the left side bar but, as far as i can tell, there is no way to widen this sidebar. In my company more useful information is held in data fields than in the activity section, at least initially, and the UX would be much improved if all the information wasn't squished on…