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In Case you Missed It... Pipedrive Updates July 2021

In July’s Pipedrive updates article, we reveal three new exciting Pipedrive integrations and our updates to workflow automations, Insights and notifications.

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Send Invoices from Pipedrive with the New QuickBooks and Xero Integrations

Pipedrive users can create and manage their invoice lifecycles in Pipedrive thanks to our improved QuickBooks and Xero integrations.

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Schedule Video Calls in Pipedrive with the Google Meet Integration

Pipedrive users can now set up Google Meet video calls directly from our CRM, as long as they have the integration. This means there are now three great video call integrations with Pipedrive: Zoom, Microsoft Teams and Google Meet.

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Workflow Automation Update: Create Sequences of Automated Actions in a Single Workflow

Pipedrive’s workflow automation feature now allows you to create a workflow with sequences of automated actions based on a single trigger, and add custom due dates to activities. We’ve also updated our easy-to-use workflow builder so you are always in control and understand what is being set up.

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In Case you Missed It... Pipedrive Updates June 2021

In this month’s Pipedrive Updates article, we share our latest State of Sales report, based on what you told us at the end of last year. There’s also a couple of updates, including a bulk actions progress bar and the ability to put emojis in your pipeline stage names.

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In Case you Missed It... Pipedrive Updates May 2021

We’ve made some big improvements to Pipedrive over the last month. Smart Docs enables Advanced, Professional and Enterprise users to better manage their documentation processes, while our new Mentions and Comments feature keeps teams better informed.

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Pipedrive Marketplace Monthly Apps Spotlight: April 2021

Here are four new apps of the over 200 available in the Pipedrive Marketplace. These apps can help you generate new leads, track your phone calls, go paperless and create popups for your site.

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In Case you Missed It... Pipedrive Updates April 2021

How have we improved Pipedrive in the last month? Well, now you can share Insights dashboards internally more easily, import your leads, change visibility settings in the Leads Inbox and more...

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In Case you Missed It... Pipedrive Updates March 2021

In this month’s Pipedrive updates article, we talk you through changes we’ve made to Leads Inbox and Workflow Automation. We’ve also added some new videos to Academy to help you perfect your sales technique.

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