Research and Beta testing

⚠️ This is a read-only channel, please don't post questions here. If you'd like to post feedback or feature requests, please do so here. Thank you! ⚠️

Join this group if you're available to occasionally help Pipedrive researchers, designers and product managers research and Beta test specific topics and features. These research and Beta test insights will be used to continuously improve the products and features Pipedrive offers and add new functionality over time. Beta testing is a great way to help the product grow in a direction you would like to see it grow.

David updated a day ago

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Pinned

General

Posted 5 months ago

Active Research Projects or Beta Testing

Active Beta Testing

All Users

Only Users on Advanced Plan or Higher

Workflow Automation

Active Research Projects

Mobile Phone Usage

6 replies

Liked by Mike van der Valk and 13 others

Jonathan replied 8 hours ago

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Apps & IntegrationsSales processesZoomCalendar syncContact syncContacts & calendar sync

Posted yesterday

Beta Test - Zoom Meetings Integration

Hello! Arseniy from Pipedrive is here!

I'm happy to announce the beta testing of Pipedrive and Zoom Integration.

What is available at the moment?

Scheduling Zoom meetings from Pipedrive linked to deals/contacts
Joining Zoom meeting with relevant deal context

What should I do to join beta testing?

Just write an email to me arseniy.titorenko@pipedrive.com and we will enable this feature in your company account

2 replies

Liked by Inês Batata and 2 others

Charlie followed 18 hours ago

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QuotesProposalsSales Documents

Posted 10 days ago

Sales Documents + MS Word - Usability tests!

Usability tests - Want to try Sales Documents working with Microsoft Word and OneDrive?

Hi everyone!

We have been cooking new features to help you out closing deals faster by automating your quotes and proposals management.

After starting with Google Docs, we heard you!
We have recently added MS Word and OneDrive to it, and it is time for you to tell us if we are on the right track!

For that we have available prototype and live tests for this and next week!

Should you want to give it a try please pick a time from this calendar :)... (More)

16 replies

Liked by Lukas and 5 others

Jörgen liked a reply 9 days ago

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Web forms & surveys

Posted 15 days ago

Replace Form Success Message with Page URL Redirect.

We would love to use the forms but we want to be able to redirect after form completion to a specific URL on our site. This is especially helpful for downloadable content after form completion, but it is also critical for goal tracking in Google Analytics. Thanks!

5 replies