New Feature! The Find Activity search now supports an exact-match option

Previously, the Find Activity search only supported a fuzzy search. With a new “Search Type” input field, you can now choose whether you want to use an exact or fuzzy match for this search.

What This Means for You:

• Precise Search Results: Conduct exact searches to find specific activities without ambiguity.
• Improved Accuracy: Ensure that search results match your exact criteria, reducing irrelevant matches.
• Enhanced Workflow: Tailor your activity searches to meet your specific needs with greater flexibility.

Use Cases:

• Task Management: Find activities based on exact details such as task names or project IDs.
• Event Tracking: Locate specific events or meetings accurately using exact-match searches.
• Activity Reporting: Generate precise reports by searching for activities with exact criteria.

New Feature! Additional input fields for the Create Activity and Update Activity actions are live

The ​​​​​​Create Activity and Update Activity now include several additional input fields:

• Due Date and Due Time as separate fields (instead of combined)
• New "Use Combined Date and Time?" field for flexibility
• Fields for Lead, Location, Public description, and Free/busy

What This Means for You:

• Enhanced Scheduling: Specify due dates and times separately for more precise activity management.
• Customizable Entries: Include detailed information such as Lead, Location, Public Description, and Free/Busy status.
• Improved Workflow: Automate and streamline activity updates with more comprehensive input options.

Use Cases:

• Sales Activities: Manage sales appointments and follow-ups with detailed scheduling and location information.
• Event Planning: Coordinate events efficiently by specifying dates, times, and event details within Pipedrive.
• Task Management: Track tasks and assignments with clear due dates and additional context for better organization.

New Feature! The Updated Person trigger now supports field-specific triggering

Previously, the Updated Person trigger would trigger on any updated field on a Person in Pipedrive. We’ve implemented a new version of the Updated Person trigger with an optional “Person Fields” input field. Now, you can select a specific field to monitor for updates, instead of triggering on all updates.

What This Means for You:

• Focused Updates: Choose which specific field updates trigger your workflows, enhancing precision and relevance.
• Streamlined Automation: Reduce unnecessary triggers and streamline processes by focusing on critical updates only.
• Customizable Workflows: Tailor your workflows to respond to specific data changes, improving efficiency.

Use Cases:

• Sales Pipeline Management: Trigger actions based on changes in key fields like lead status or contact information.
• Data Quality Control: Ensure data accuracy by automating updates only when specified fields change.
• Efficient Workflow Automation: Automate actions like notifications or updates based on specific field updates.

New Feature! A new action - Add Label to Person is live

The new Add Label to Person action can add a specific label to a Person in Pipedrive.

What This Means for You:

• Improved Organization: Easily categorize and manage your contacts by adding specific labels.
• Enhanced Workflow: Automate the process of labelling contacts, saving time and ensuring consistency.
• Better Segmentation: Use labels to segment your contacts for targeted communication and marketing efforts.

Use Cases:

• Contact Management: Organize your contacts by adding labels for easier sorting and searching.
• Marketing Campaigns: Segment your contact list with labels to send targeted marketing messages.
• Sales Tracking: Track contacts with specific labels to monitor sales stages or follow-up actions.

New Feature! A new search - Find Multiple Deals is live

Previously, the Find Deals search only returned information about one deal in Pipedrive. To support workflows when multiple Deals might match a specific search, we’ve created a new Find Multiple Deals search with line-item support.

What This Means for You:

• Enhanced Search Results: Retrieve multiple Deals that match your search criteria, providing a more comprehensive view.
• Improved Workflow Support: Handle workflows that require information about multiple Deals efficiently.
• Detailed Data Management: Use line-item support to manage and process multiple Deals seamlessly.

Use Cases:

• Sales Analysis: Retrieve and analyze multiple Deals to gain insights into your sales pipeline.
• Bulk Updates: Perform bulk updates or actions on multiple Deals at once, saving time and effort.
• Comprehensive Reporting: Generate detailed reports that include multiple Deals for better decision-making.

Want to know more about how to supercharge Pipedrive with Zapier?

Check out our latest blog showcasing 6 Pipedrive automation ideas.