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Be a Pipedrive Pro: Essential Keyboard Shortcuts you need to know
Keyboard shortcuts are a game-changer; they save time and reduce repetitive work, helping you focus on what matters most: building customer relationships and closing deals faster. Mastering these four Pipedrive keyboard shortcuts will significantly enhance your productivity: 1. Numerical keys 1 to 8 (Go to Section)…
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✉️ Exciting Updates to Email Linking 🔗
We’re happy to announce two enhancements to the email linking feature, designed to improve your workflow and data accuracy. Linking email threads to items like deals, leads, and projects ensures clean, organized, and accessible data. It gives you a complete view of sales communication, making it easier to track…
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Webinar Q&A: Boost Your Prospecting Strategy Using Surfe X Pipedrive
Hi everyone! ☀️ Last week, we had the pleasure of hosting the webinar Boost Your Prospecting Strategy Using Surfe X Pipedrive. A big shoutout to everyone who attended - it was inspiring to see so much interest in optimizing prospecting workflows with Pipedrive and Surfe! We received some great questions during the session,…
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Webinar Q&A: Unlocking Insights: Mastering Pipedrive’s Reporting Tools
Hey everyone, ☀️ Last week, we hosted the webinar Unlocking Insights: Mastering Pipedrive’s Reporting Tools. A big thank you to everyone who joined us! It was fantastic to see your enthusiasm for leveraging Pipedrive’s reporting capabilities to gain deeper insights. As always, your questions were insightful! For those that…
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✉️ Improved Email Recipient Suggestions for Team Collaboration 🤝
We are happy to share an improvement to the recipient suggestions functionality in Pipedrive’s email composer. What’s new: Recipient suggestions in the To/CC/BCC fields now include Pipedrive users within the company account, alongside existing contact suggestions. Why: Sales is a team effort, and our customers have shared…
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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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There should be a preview for group emailing before sending
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…
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Filter Timeline View By Team Member
Our team keeps our emails and calendar views public so everyone can see who has a call or sent an email to a contact or a company lead. Because of this, when we look at either 'Focus' or 'History' in the company or contact timeline, it will show up 4x in a row. This is because most of the time, each team member is cc'd on…
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Can Pipedrive add a team member view filter for Company & Contact timelines?
Does anyone else have this issue? We have our outlooks synced to pipedrive and when we have calls with clients, it shows up multiple times in a company & contact timeline. Since each team member is on the invite - it will record each time on the timeline. Same goes with emails if every team member is on the thread.…
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Administer Automations for all
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…
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Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
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STOP spamming additional features and plugins and blackfriday deals.
Please start understanding that we are working. We are not here to keep discarding the same message over and over again. We paid for the software now let us work. We get to many popups, pop over, emails with blackfriday and features we can buy or pay extra for. Get with the program of delivering value, not spam me to…
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French language onboarding
Hi , I would like to know if someone speak french it is easier for me to understand
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Deal Product List, Billing Frequency Approach / Strategy
I am looking for some suggestions how I can manage my products and link them to deals. Most of my products are monthly recurring, so I set a monthly recurring price for each product and the default billing frequency is set to monthly. My issue is if the customer choose to pay annually, My sales team can update the billing…
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New: Business card scanner for Android 📱
Hi Pipedrivers! The latest update to the Pipedrive mobile app for Android includes the beta version of the new business card scanner feature. To use it, tap on the main ”+” button and then tap on ”Contact scanner.” Your device’s camera will capture the card details automatically and allow you to convert them to a new lead.…
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Editable double opt-in message
I would be useful to be able to either edit the double opt-in message or get the link for adding it to normal email. In my case the text (in Finnish) sounds funny and is not suitable for getting the confirmation. Just by editing few words it would be suitable. Currently it does not support the function.