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Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
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Turn off "Summarize this conversation with AI".
I want this to go away? I will never use it and it's constantly in my face all day. Huge bar like a advertisement. Is there a way?
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New: Make smarter decisions, write better emails and be more efficient with Pipedrive AI
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…
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Use AI to create leads from emails
This discussion was created from comments split from: AI + Automation opportunities .
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Readiness to Buy (1-10) - AI
I have recently tried out the new AI chat summary function, this is really impressive and I can see some really strong use cases for this outside of the email summary itself. Specifically, the "Readiness to Buy" score. This score seems to be really accurate and I could see this being a useful tool for businesses with a…
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AI Assistant for Pipedrive
Hey Pipedrive Community, This is Dan from gogol.chat, and we're thrilled to introduce our AI assistant crafted specifically for Pipedrive CRM. We're eager to hear your thoughts on how AI can elevate your CRM experience. Our assistant currently handles: Q&A for Pipedrive data. Dynamic UI based on your queries. Task and…
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[Closed] 🚀🔮Be part of the AI revolution with Pipedrive 🚀🔮
UPDATE: This beta test is now closed; thank you all for participating. Hi, community! 👋 We’re working on bringing the power of Artificial Intelligence to your Pipedrive experience. This will offer you and your teams greater efficiency and effectiveness in your sales process. Here’s a sneak peek of what we’re working on:…
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Chatgpt & Timeline & Pipedrive
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
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Cheeky little email update 😀
"Write my email" is a very welcome update, hopefully we will see this in Smart Docs also 🤞
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AI + Automation opportunities
Hi everyone! Nuno from Pipedrive's product team here :) As we explore how AI can help you better automate your work, we would love hearing from your experience. What tasks are you already using AI to automate your work, and what is the benefit? What tasks would you like to automate that you feel AI could help with, and…
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Sales Inbox: Looking to speak with customers & reseller partners for research
Hello Pipedrive community members! 👋 Ever find it tough to decide which emails need your attention first? Or does crafting effective email content take up more time than it should? If this resonates with you, we’d love to have a chat. We’re interested in understanding your workflow, the challenges you face, and gathering…
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Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
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📺 Webinar Replay! - Pipedrive Product Talk vol. 2: Latest innovations at Pipedrive
Hey, everyone! It was great to see so many of you join our Product Talk vol. 2 yesterday, in which Shaun presented Pipedrive’s latest innovations and our H2 roadmap! If you haven’t yet registered your interest in getting early access to our upcoming AI-powered features, you can do so via this form. Missed the webinar? No…
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I'm looking for an artificial intelligence application that I can teach sales
Hi community i'm looking for an AI application that I can integrate into the whatsapp application. Does anyone have an AI suggestion that can be trained by texts or chats, that can automatically respond to incoming messages?
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[Closed] 🧠 🛠️ Pipedrive Hackathon: Generative AI | May 3rd-5th
EDIT: this session has closed; thank you all for your interest. Hey there, community members 👋 Helena from Pipedrive's Research Team here with some exciting news! We're thrilled to announce our upcoming Generative AI Hackathon, and we'd love for you to participate in it. As our valued partners and customers, your input is…