Pipedrive has added a few useful new features recently, and some of them can save you a lot of manual work.
In this video, I walk through five updates I noticed in Pipedrive, including bulk activity scheduling, automatically logging emails as activities, reverting bulk changes, new task triggers in automations, and adding email recipients as deal participants.
If you use Pipedrive regularly, these are small updates that can make follow-ups, reporting, automation, and data management a lot easier.
00:00 Intro
00:09 Bulk create activities from list views
00:58 Automatically log emails as activities
01:41 Revert bulk changes
02:25 New task triggers in automations
02:59 Add email recipients as deal participants
03:27 Wrap up