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New: Automatic Assignment enables you to automate lead routing!
Hey, Pipedrive Community! 👋 We know the importance of following up on a new prospect in a timely manner and ensuring that the right person is making that first contact. I’m excited to announce that we’re starting to rollout Automatic Assignment to allow you to automate opportunity routing so you and your team can follow up…
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🆕 Campaigns Roadmap for 2022 (March update)
It is Almonzer 😊 Campaigns Group Product Manager, I am here to share with you some exciting news! As we are rolling out Campaigns to more and more users, we are getting questions from you asking about features such as Automations and Scheduling Campaigns. I am glad to share with you the highlight of our plans for 2022.…
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New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
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🚀 Our new, advanced CloudTalk and JustCall integrations have landed!
What: Good news! Our new, advanced CloudTalk and JustCall integrations are here, allowing you to unlock your sales team's full potential! Supercharge your sales team's efficiency, eliminate manual dialing and streamline your sales communications for maximum impact. With the new advanced integrations, you can now:…
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🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…
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Insights (Reports/ Dashboards/ Goals) Duplication Feature
Duplication Feature is now available to all insights users 🚀 Say goodbye to manually creating copies of Dashboards, Reports or Goals! Starting today, all Pipedrive users can easily and simply use the duplication feature instead to save you time and energy. For all the details, check out our Knowledge Base article here.…
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📺 Webinar Replay! - Pipedrive Product Talk - 2023 🤩
Click here to see the replay of our 2023 Product Talk Watch our replay of today's session, where we’re focusing on what makes Pipedrive great, and discover more about the exciting road ahead of us here at Pipedrive. Find out more about our product evolution 📈 Get an exclusive preview of our 2023 roadmap 📅 Live Q&A with…
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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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Insights: Revenue Forecast Report is live in Professional plan! 🔮 📊
What does it do? This report shows expected revenue based on the total value of open and won deals, and the time they are expected to be won or were won. For whom? Professional plan and higher. How can I use it? * Track revenue forecast report in Insights cumulatively and non-cumulatively (new!) * Measure results by…
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New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
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New: 💬 Facebook Messenger and WhatsApp integrations
Manage all your conversations from Facebook Messenger and Business WhatsApp in Pipedrive, keep them organized and connected to your contacts, leads and deals! What: With our new Messaging inbox integrations you’ll be able to: * contact prospective leads or clients, and track your conversations without leaving Pipedrive; *…
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Custom Fields 🎉
18/12/2019 Pipedrive comes with a minimalistic approach to CRM. While this is enough for many Pipedrive customers, some customers may still need some fields that are more specific to their company's needs. If you need a field in Pipedrive that does not exist by default, it can always be created as a custom field. With a…
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Product - Insights and Import
I know this has been mentioned dozens of times but we desperately need insights for products. Same with import functionality. We are very excited about all of the new projects in beta, but one completed feature is far better than four "work in progress" features.
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New: Workflow Automation Delay Feature ⏱
What? We are publicly releasing the very popular delay step in WA. This allows users to automate sequences with time delays such as: * Every time a Lead receives a tag, send an email, delay 3 days, send another email, delay, etc. * Every time a deal is moved to Stage 'Contact made', create an activity, delay 7 days, if the…
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New: Workflow Automation History 📝
What? Users can understand the status of a given automation execution and troubleshoot it when the outcome is not as expected: * The historical execution data is kept for 15 days for all workflows. * For workflows with delay steps on top of those 15 days, the executions are kept for the total delay period configured in the…
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New: Leads on Mobile 📱
We're updating both the iOS and Android mobile apps to include this feature, which has been a popular request :) What? * Manage leads from the mobile app * Convert leads to deals * Use multiple filters to find the right leads * Search for specific leads in your mobile Leads Inbox * Archive and unarchive leads directly from…
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📺📼Webinar Rewind! Launching Campaigns to Align Marketing and Sales ✉️🐈⬛
CLICK HERE to watch the replay! on Campaigns by Pipedrive. @Almonzer Eskandar and @Gints Branks deliver an introduction to Campaigns while giving a look at some of its latest improvements and future roadmap - but the fun doesn't have to end there. SEE THE COMMENTS FOR ALL THE ANSWERS TO OUR QUESTIONS Thank you all for…
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New: 🤖 3 performance-boosting Chatbot features
We’ve upgraded Chatbot with three exciting new features, granting you access to more data to help optimize your websites and playbooks. What: Make the most of Chatbot’s new features to: * View playbook funnel and flow reports – Access in-depth statistics to see customer journeys and pinpoint where visitors are dropping off…
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New: Insights for Mobile 📱📊
What: You can now see reports and dashboards created in your web app right on your mobile device. Find out more here. For whom? All plans and users When? Available now for all companies
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Coming in April: 🗓️ Scheduling Campaigns
Edit: as of April 05 this feature is available for all users! As per the roadmap we shared earlier this year, we will be rolling out scheduling functionality in Campaigns during April to all users. You will be able to create Campaigns and schedule them to be sent at any time and date in the future. No need to be behind…
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New: Caller for Leads ☎️
What: The Caller tool now functions in the Leads inbox much the same way it does in a Contact or Deal. There are two ways you can access a phone number and make a call through a Lead: * Linked Person's number * Phone type Lead/Deal custom field For both examples, all you would need to do is have a phone number value…
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March New Apps Spotlight!
Check out the four new apps featured in this month's App Spotlight. * Bonjoro helps companies build a loyal customer base and convert more leads with its all-in-one video platform * Deals+ from Nextup.ai connects Slack and Pipedrive, meaning you always have the info you need without having to switch platforms.
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Segment your recipients by previous campaign activity
Hello! We have added some new filters for you to better segment your recipient list. It is now possible to filter contacts by campaign title, sent date and campaign activity (opens, clicks). We have also added filters about unsubscribe date and bounce reason. These filters are available in the Contacts > People section and…
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Insights update: Increase your leads revenue with Leads Performance and Conversion reports
Would you like a better understanding of your team's lead creation and conversion processes? With our new Leads Performance and Conversion reports, you can gain the insights you need to increase revenue and improve your sales process. The Performance report shows how many leads you have created, archived, and converted…
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New: Pipedrive integration with DocuSign 📝
What? Make the most of DocuSign features without leaving Pipedrive: * Create, send, sign and manage your documents without having to switch between different tabs. * Integrate DocuSign and Pipedrive's Smart Docs add-on more seamlessly than ever before. * See envelope and recipient status updates directly within the deal…