Growth Design Director

5 pipedrive updates - April 2026 [VIDEO]. Pipedrive has shipped five meaningful updates in April 2026 that address some of the most common workflow pain points for active users: bulk activity scheduling, automatic email logging, bulk change revert, task-based automation triggers, and deal participant shortcuts. None of these were announced as headline features. Most users won't notice them without looking. This post covers what each one does, how to find it, and who it affects. 1. How to bulk create Activities in Pipedrive. You can now select multiple deals or contacts from any Pipedrive list view and create activities for all of them at once. A "Schedule Activities" button appears in the toolbar as soon as you select records - no workaround needed. The feature that makes this practically useful is per-day spacing. Rather than assigning all activities to the same date, you set a daily limit - 5 or 10 per day - and Pipedrive distributes them automatically across your calendar. Before this feature, bulk activity creation required exporting records to a spreadsheet, scheduling manually, or building an automation. All three added meaningful overhead for anyone running high-volume outreach. Who it's for: Sales reps and managers running systematic follow-up across a large pipeline. Particularly useful after a pipeline review meeting where multiple deals need next activities assigned at once. How to access it: Any list view (Deals, Contacts, etc.) | select records | click "Schedule Activities" in the top toolbar. 2. How to automatically log emails as Activities in Pipedrive. Pipedrive now lets you automatically log every outgoing email as a completed activity. A toggle in the email compose window - once turned on - stays on permanently, recording each sent email with its subject line as the activity title. The reporting impact is significant. Activity reports in Pipedrive track calls, meetings, and tasks - but emails sent through Pipedrive were not captured unless manually logged as a separate step. That gap meant email outreach was invisible in activity data. With this toggle enabled, email volume appears alongside other activity types in your monthly reports, giving a complete picture of outreach without any extra steps. Who it's for: Anyone using Pipedrive's activity reports to track their own output or their team's. Managers running performance reviews or forecasting based on activity data will notice the accuracy improvement immediately. How to access it: Open any email compose window on a deal | look for the toggle at the bottom of the compose pane | turn it on. It persists across all future emails. 3. How to undo bulk changes in Pipedrive. Pipedrive now lets you revert bulk changes - including custom field updates and bulk deletions - directly from within the app, without contacting support. The feature is under Tools and Apps | Restore Data and logs every bulk action with a timestamp and a one-click Restore option. Before this, the situation was genuinely painful. If you bulk-updated a custom field across hundreds of deals and got it wrong, or accidentally deleted a field, there was no self-serve fix. You contacted Pipedrive support, explained what happened, and waited. For teams running large imports or periodic data clean-ups, this was a real operational risk - one bad bulk action could set you back hours. What types of changes can be reverted: * Bulk field updates (e.g. updating a custom field across multiple deals at once) * Bulk deletions of fields or records * Any change that appears in the Restore Data log Step-by-step: how to revert a bulk change in Pipedrive. * Go to Settings in the top-right menu * Click Tools and Apps * Select Restore Data * You'll see a timestamped log of all bulk changes made on the account * Use the filter to narrow by change type if needed * Find the action you want to undo and click Restore on the right-hand side * Pipedrive returns the account to the state it was in before that change Who it's for: Admins and anyone with bulk-edit permissions - particularly useful after imports, pipeline restructures, or field clean-ups where something went wrong. If you manage a Pipedrive account for a client, this is worth knowing before you need it. Note: The Restore Data log covers bulk changes. Individual record edits (e.g. manually updating a single deal field) are not included - verify this against Pipedrive's documentation if you need to confirm the exact scope. 4. Task triggers in Pipedrive automation. Pipedrive automation now supports task events as triggers, alongside the existing options for deals, contacts, and activities. You can trigger an automation when a task is created, updated, or marked complete inside Pipedrive Projects. This closes a meaningful gap for teams using Projects for post-sale delivery or structured internal workflows. Prior to this update, task events had no automation trigger - meaning project-based workflows either relied on manual steps or required a workaround through a third-party tool like Zapier. Practical automations this enables: marking a task complete to move a project to the next phase; creating a task to notify a team member by email; completing all tasks in a phase to send an automated status update to the client. Who it's for: Teams using Pipedrive Projects for delivery, onboarding, or any structured process that runs after a deal is won. Note: Pipedrive Projects is available on Professional plans and above - task triggers won't appear if Projects isn't enabled on your plan. How to access it: Automations | Create automation | select "Task" under Event Triggers. 5. Auto-Add email recipients as deal participants in Pipedrive. When composing an email on a deal, adding someone in the To or CC field now shows a person icon next to their name. Clicking it adds them as a deal participant - connected to the deal on an ongoing basis - without leaving the compose window. Deal participants allow multiple contacts to be associated with a single deal, which matters when more than one person from a client organisation is involved in a conversation. The previous workflow required opening the deal record separately to add participants manually - a step that was easy to skip and frequently did get skipped. This update removes that friction entirely. Who it's for: Anyone selling into organisations with multiple stakeholders, or managing accounts where several contacts are CC'd on deal-related emails. How to access it: Email compose on any deal | add a recipient | click the person icon next to their name. Frequently asked questions. Where can I find all recent Pipedrive updates? Pipedrive publishes release notes at pipedrive.com/en/blog/release-notes. Updates are not always announced through in-app notifications, so checking the changelog directly is the most reliable way to stay current. Can you undo a bulk change in Pipedrive? Yes, as of April 2026. Go to Settings | Tools and Apps | Restore Data. The log shows all bulk changes with timestamps and a Restore button to revert each one. Does Pipedrive automatically log emails as activities? Not by default, but it can. There is a toggle in the email compose window that - once enabled - automatically logs every outgoing email as a completed activity. It needs to be turned on once per user. Do Pipedrive task triggers require a specific plan? Task triggers are tied to Pipedrive Projects, which is available on Professional plans and above. If you can't see the task trigger option in the automation builder, check whether Projects is enabled on your plan. What are deal participants in Pipedrive? Deal participants are contacts associated with a deal who are not the primary contact. They are useful when multiple people from a client organisation are involved in a deal - for example, a champion and a decision-maker. Adding participants ensures their communications and activities are linked to the deal record. Summary. These five updates address real workflow gaps - bulk scheduling, email reporting accuracy, data recovery, project automation, and contact management. The bulk change revert and automatic email logging are the most impactful for teams actively managing pipelines and reporting. For a walkthrough of each feature inside Pipedrive, see the full video. Want to receive its latest FREE videos? Choose what updates you'd like to receive and get new video training sent right to your inbox!

Pipedrive ranked #1 in Lead Management and Small Business CRM by SoftwareReviews. New York, April 21, 2026 - Pipedrive, the easy and intelligent CRM for small and medium-sized businesses, has been recognized by SoftwareReviews with top rankings across Lead Management and Customer Relationship Management (CRM) categories, based on verified user feedback. In the latest SoftwareReviews rankings, Pipedrive achieved: #1 in Lead Management (score 9.0) #1 in CRM for Small Businesses (score 9.0) #3 in CRM for Midmarket (score 9.1) These rankings are based on direct feedback from verified users and evaluate key factors including product capabilities, ease of use, vendor support, and overall customer satisfaction. "These recognitions reflect the real experiences of sales teams using Pipedrive every day," said Sean Evers, VP of Sales & Partner at Pipedrive. "Being ranked #1 in both Lead Management and Small Business CRM shows that we are delivering strong outcomes where it matters most - helping teams capture leads, manage pipelines, and close deals more efficiently. Our focus is to build a CRM that combines simplicity with intelligent capabilities, so customers can make faster, better decisions without added complexity." SoftwareReviews, a division of Info-Tech Research Group, evaluates software through in-depth surveys of end users. Its methodology prioritizes real-world user experience, including satisfaction, feature performance, and vendor relationship quality. Pipedrive's #1 ranking in Lead Management highlights its ability to help businesses capture, organize, and convert leads effectively. Its strong performance across both small business and midmarket CRM categories demonstrates that the platform scales with growing teams while maintaining ease of use. As sales environments become increasingly data-driven and AI-enabled, Pipedrive continues to invest in intelligent features that reduce manual work and improve decision-making. The company's approach focuses on delivering practical, user-centered innovation that supports everyday sales workflows. About Pipedrive Founded in 2010, Pipedrive is an easy and intelligent CRM designed for growing sales teams at small and medium-sized businesses. Built to be easy to adopt and scale, it helps them manage their sales processes and grow revenue. Today, more than 100,000 small and medium-sized businesses worldwide use Pipedrive. The company is headquartered in New York and has offices across Europe and the U.S. Its investors include Vista Equity Partners, Bessemer Venture Partners, Insight Partners, Atomico, and DTCP. Learn more at www.pipedrive.com. Press contact: [email protected]