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Pipedrive Developer Platform update: App panels got interactive!

Hi everyone,

We’ve heard both from app creators and our customers that the app panels are too static and that it’s not straightforward to invoke actions to create content for the panels from there. Other pain points were the lack of object and field-specific actions and static panel error state.

Our latest updates to app extensions aim to address these shortcomings and enable you to provide a better experience to our mutual users.

What changed?

1. Main app action visible on the panel

We brought global app actions closer to users by displaying them straight on the app panel. It’s... (More)

New: Create cards, lists and boards in Trello from Pipedrive using Workflow Automation ⚙️ 🗒

What?

We’ve made some major updates in the Pipedrive Trello integration to streamline your work processes within both tools:

  • Create cards, lists and boards in Trello from Pipedrive using Workflow Automation
  • Use Trello-related templates in Pipedrive Workflow Automation
  • Choose which Pipedrive fields to display under linked items on Trello cards (PD default fields, custom fields, notes or activities)

For whom?

Trello users that have an associated Pipedrive account can use the integration.

🧠 Learn all about the Pipedrive integration for Trello from our Knowledge Base tutorial in your preferred language.

🔔 Follow What’s New? to get notified about all new... (More)

Task/Project Management within Pipedrive

@Mike van der Valk

As we close a deal, there are a lot of post sale activities we also have to perform to deliver the product or service.

Instead of using a separate tool such as Asana or Clickup. Can a task or project management capability be built in to Pipedrive?

I understand that to some, the delivery part is done by another team and they can simply use a separate task management tool.

But having the sales and delivery activities managed in one system can make everything so simple and transparent, whether both function are done by the same... (More)

Asana Action in Workflow Automation, same as Trello

So the new workflow automation is really awesome!

As an Asana power user, it would be really helpful if we could have it trigger Asana Actions just like Trello.