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QuickBooks by Pipedrive integration multi-user update
What’s new: The QuickBooks by Pipedrive integration now supports multiple simultaneous user connections! How the update helps: Previously, only one Pipedrive user could connect to QuickBooks. Now, the account admin (the first person in the company to set up the integration) can grant access to everyone or keep it to…
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Pipedrive reports: when should I use Deal Progress and Deal Duration?
When analyzing your sales pipeline using Pipedrive reports, Deal Progress and Deal Duration should be your go-to reports for insights on deal progress and efficiency. Understanding the differences between these reports is key to optimizing your pipeline management. Deal Progress report Purpose: To display the movement of…
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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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Webhooks v2 will become the new default version
What’s changing? From March 17, 2025, all new webhooks created via API will be version 2.0 by default. Until further notice, legacy v1 webhooks can still be created by specifying the version parameter in the API request body. Why is it changing? We introduced webhooks v2 at the beginning of 2023 to add reliability and…
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New: Adding Activities in bulk to Deals
We’re excited to announce the launch of Bulk Activity Management, a new feature designed to make managing multiple deals faster and more efficient. Why this matters: Managing multiple deals often involves repetitive tasks that can take up valuable time. With this update, we’re making it easier than ever for you to plan and…
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New: Restore deleted data in Pipedrive
It’s not unusual for users to accidentally delete data from their account, or even deliberately delete data and later decide they still need it. So, we made the process of restoring deleted data even more straightforward. You can now find two new options within the Pipedrive interface: Under Tools and Apps > Restore data…
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Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…
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Can email campaigns be used for transactional emails to customers?
Can email campaigns be used for transactional emails to customers? If not, are other Pipedrive users using completely different email tools for transactional outreach to their customer bases (e.g. system status notifications, planned downtime, etc.)?
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Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
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Automatic Assignment by weekday
It would be nice if we could auto assign or round robin assign Deals to specific users based on the day of the week. Not the date, but the actual day (i.e. Monday, Tuesday, etc.). I want to set up a rule for this scenario: Condition - new deals created on a specific day of the week, like Monday. We have 3 out of 5…
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Leads Inbox needs a refresh
The leads inbox really needs some updates to make it easier to use. Each cell in the leads inbox table is highlighted on hover, making it seem like you could click in the cell and edit the value, which would be a great feature so that we could update them easily. But, you have to click to open the side panel, then click on…
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Sending several documents at once to the same client.
Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
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No-Show report
Hi guys, Can i create a report that will show me the ratio between those who booked a sales call and those who did no-show? if so, how can i create this report? i couldn't find the way to implement it I will be using a custom field for it. Thanks
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Pipedrive click-to-call integration with automatic call logging with Google Voice
Hey folks- Looking to solve a discussion that was closed with no resolution: Use case: I want to call directly from a deal in PD using Google Voice, and have that call logged automatically in Pipedrive. Happy to entertain 3rd-party plugins at this point. Any success stories out there?
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Smart Doc Triggers.
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
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wait for condition longer than 7 days please!
Hi all, I think i would be a massive help for me and many others if the 'wait for condition' feature lasted longer than 7 days. When dealing with customers a process may take longer than 7 days which means the wait for condition expires and they automation is useless. For example, if i have sent a document for the customer…