-
🚀 Exclusive beta test opportunity: Be part of the next AI evolution
Hey Pipedrive community! We’re excited to offer an exclusive opportunity for 100 companies to get early access to the latest AI innovation at Pipedrive. Launching in the beginning of February 2025, this beta release offers you the opportunity to experience our AI firsthand and contribute to shaping the future of sales…
-
Looking for your help to test out AI report generation
Hey everyone! My name is Evelin, and I’m a product manager at Pipedrive 👋 We have heard your feedback about how hard it is to generate a report in Insights 📊 . Since this has been the biggest issue for our users, we created an option to generate a report with the help of AI 🚀. How does it work? Just write your prompt, and…
-
Better ways of using Pipedrive: Close Deals anytime, anywhere with the Pipedrive mobile app
Learn all about how the Pipedrive mobile app helps you close deals faster here In this lesson, we’ll take you on a journey and show you how to make the most of the Pipedrive mobile app on the go without missing a beat. Learn how to find and use the features you can already enjoy on the web app, as well as a few more tricks…
-
Take our short survey and tell us how your business is set up for success in 2025! 🚀
Last year was filled with challenges and opportunities. We want to hear about your experiences in 2024 and your expectations for 2025. Take our short survey and have your voice heard. Answers are anonymous, confidential and not tracked. We’ll create in-depth reports in various languages and share them with you. Click to…
-
Be a Pipedrive Pro: Another 6 Essential Keyboard Shortcuts you should be using
Knowing the right keyboard shortcuts for the job is an often-overlooked skill that saves time and boosts efficiency, and I’ve written here before about the Pipedrive-specific shortcuts you need to know. Most sales professionals often have to jump back and forth between Pipedrive and other tools or browser tabs, and that’s…
-
PROJECT - Right management - 2025 update
hello, Could we have an update on right management for projects ? read only for specific users, … right management is perfect for deals or accounts, but there is nothing related to projects .
-
Phone Customer Service Help for EVERYONE!!!
I have so many questions in different areas; all I would need is a Google Meet with a live human to ask my questions and have an actual response. However, because our company doesn't have the "more expensive" membership we are not allowed that type of help. I have to spend hours of my time searching for videos that do not…
-
Deleting activities within the deal
This might new be a new request but if so it seems pretty logical. Currently there is not a way to delete activities within the deal card itself, only through the activities tab. It would be helpful for reschedule or cancelled meetings to be able to delete the activity from within the deal.
-
Hiding Sales Inbox for a user
Is there a way to hide the sales inbox for a particular user?
-
Comment intégrer pennylane
Bonjour, nous avons déja le logiciel pennylane, nous aimerions savoir comment le rattacher à pipedrive. Merci
-
Looking for help setting up automations, nurture/drip campaigns, etc
Hello-I'm looking for expertise in setting up automations, integrating with Facebook Ads, Zapier, etc. If someone has experience in the US mortgage industry, that would be highly beneficial. We're located in Colorado.
-
Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
-
Required permissions required to edit pipeline stages/titles/paramaters
Can anyone specify which specific permissions are required to allow a user to edit the pipeline? Not move a deal from one stage to the next, but actually modify the pipeline? I know the Deal Admin category allows for these types of changes, but I want to minimize the permissions granted if possible. TIA.
-
One-way contact sync from Pipedrive to Google?
Hi everyone, Is there a way to sync contacts entered into Pipedrive, into Google, but not vice versa? I am a realtor and my google contacts are a mix of other agents and clients, so two-way sync is not helpful for me as it puts other realtors into the CRM. Please let me know, if you know. Thanks!
-
Linking one email to multiple deals?
Is it possible to link one email to multiple deals in multiple pipelines?Â