In case you missed it... Pipedrive updates March 2022

We’re nearly a quarter of the way through 2022. To make sure we end Q1 on a high, we’ve been busy making a few tweaks so your Pipedrive experience is even better. Here’s what you may have missed from us in March.

Create and sign docs with the Pipedrive-DocuSign integration

Our new Pipedrive-DocuSign integration helps you create, send, sign and manage your documents without having to switch between tools.

If you use DocuSign, a leading third-party digital signature tool, you’ll have visibility of envelope and recipient status within your Pipedrive deals.

The DocuSign integration is the ideal complement to our Smart Docs tool as you can create envelopes in Smart Docs and send them out to get a signature using DocuSign.

Download the DocuSign app from our Marketplace, where you’ll also find over 300 other apps covering the whole revenue cycle.

Segment your audience with Campaigns filters

Being able to segment your audience is a key part of effective email marketing.

You can set up your Campaigns by Pipedrive email blasts using a large number of useful filters. They include:

• Campaign name

• Subscription date

• Subscription status

• Campaign open and click amount (if tracking is used)

• Campaign open and click date (if tracking is used)

• Campaign send date

• Last campaign send date

• Unsubscribe date

• Campaign clicked URL (if tracking is used)

• Email bounce reason

With our filters, you can send reminder emails to customers who didn’t open your last email or send follow-up communications to engaged users.

You can filter your recipients when creating a new campaign or create a list beforehand in Contacts > Persons.

You can also filter a contact list to discover who has clicked on an email link and then contact them by phone, giving you even more flexibility when managing your leads.

Try Pipedrive free for 14 days, no credit card required.