Latest app improvements: Pipedrive

Categories: App Improvements
Latest app improvements: Pipedrive

This post is dedicated to providing updates on bug fixes, enhancements, and new features added to the Pipedrive <> Zapier Integration. Please refer to the comments below for the latest information changes.

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.