Notion email 19

This email serves as a product update and compliance notification from Pipedrive to its customers, highlighting new features including AI-powered tools and upcoming functionalities to help users achieve their 2024 sales targets. It is structured with a friendly introduction, a detailed list of current and forthcoming features across subscription plans, followed by important updates about the inclusion of OpenAI as a sub-processor and changes to the Terms of Service. The tone is informative, professional, and customer-focused, aiming to encourage engagement with new capabilities while ensuring transparency about data processing and legal compliance.

Subject:

A next-gen CRM for sales success (plus terms updates)

Date sent:

March 20, 2024

from

Pipedrive

<!DOCTYPE html> <html xmlns="http://www.w3.org/1999/xhtml" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office"><head><title>A next-gen CRM for sales success (plus terms updates) </title><meta http-equiv="X-UA-Compatible" content="IE=edge"><meta http-equiv="Content-Type" content="text/html; charset=UTF-8"><meta name="viewport" content="width=device-width,initial-scale=1"><style type="text/css">#outlook a { padding: 0; } body { margin: 0; padding: 0; -webkit-text-size-adjust: 100%; -ms-text-size-adjust: 100%; } table, td { border-collapse: collapse; mso-table-lspace: 0pt; mso-table-rspace: 0pt; } img { border: 0; height: auto; line-height: 100%; outline: none; text-decoration: none; -ms-interpolation-mode: bicubic; } p { display: block; margin: 13px 0; }</style><style type="text/css">@media only screen and (min-width:480px) { .mj-column-per-100 { width: 100% !important; max-width: 100%; } }</style><style type="text/css">@media only screen and (max-width:480px) { table.mj-full-width-mobile { width: 100% !important; } td.mj-full-width-mobile { width: auto !important; } }</style><style type="text/css">.vdt_styles {} a.vdt_link { color: rgb(13, 104, 197); }</style></head><body style="word-spacing:normal;background-color:#f7f7fe;"><div style="background-color:#f7f7fe;"><div class="__snippet_unlocked_mjml_5581_8760fc0" style="background:#f7f7fe;background-color:#f7f7fe;margin:0px auto;max-width:600px;"><table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#f7f7fe;background-color:#f7f7fe;width:100%;"><tbody><tr><td style="direction:ltr;font-size:0px;padding:20px;padding-bottom:0px;padding-left:10px;padding-right:10px;padding-top:0px;text-align:center;"><div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%"><tbody><tr><td style="vertical-align:top;padding:0;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%"><tbody><tr><td align="center" style="font-size:0px;padding:10px;padding-top:20px;padding-right:10px;padding-bottom:20px;padding-left:10px;word-break:break-word;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:collapse;border-spacing:0px;"><tbody><tr><td style="width:120px;"><img height="auto" src="https://message-cdn.getvero.com/uploads/fb4ab556bc42d6f0ee0f9e24ec4d1af0/fullsize/4f7cb0a7-d242-4a16-99b8-9974c55997eb-Logo.png" style="border:0;border-radius:0px 0px 0px 0px;display:block;outline:none;text-decoration:none;height:auto;width:100%;font-size:13px;" width="120"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div></td></tr></tbody></table></div><div style="background:#ffffff;background-color:#ffffff;margin:0px auto;max-width:600px;"><table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#ffffff;background-color:#ffffff;width:100%;"><tbody><tr><td style="direction:ltr;font-size:0px;padding:0px;text-align:center;"><div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%"><tbody><tr><td style="vertical-align:top;padding:0;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%"><tbody><tr><td align="right" style="font-size:0px;padding:10px;padding-top:10px;padding-right:20px;padding-bottom:10px;padding-left:20px;word-break:break-word;"><div style="font-family:'Arial', sans-serif;font-size:10px;line-height:1.3;text-align:right;color:#656E7A;"><span style="color: #656e7a; font-size: 11px;"><a class="vdt_link" style="color: #656e7a;" href="http://app.getvero.com/email/2698/OZ4fkS-iRA7tjkH3DQnypiTZegHRVhkBoEIKQOhmL2wqctWXrb91Jy1W2gSOQh9DZkcNCMkc6l2eSkQUvklQFzgoCSgr97S9Vys%3D">View email in browser</a></span></div></td></tr></tbody></table></td></tr></tbody></table></div></td></tr></tbody></table></div><div class="__snippet_unlocked_mjml_5582_1760823" style="background:#ffffff;background-color:#ffffff;margin:0px auto;border-radius:0px 0px 0px 0px;max-width:600px;"><table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#ffffff;background-color:#ffffff;width:100%;border-radius:0px 0px 0px 0px;"><tbody><tr><td style="direction:ltr;font-size:0px;padding:0px;text-align:center;"><div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="vertical-align:top;" width="100%"><tbody><tr><td align="center" style="font-size:0px;padding:20px;padding-top:10px;padding-right:20px;padding-bottom:10px;padding-left:20px;word-break:break-word;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:collapse;border-spacing:0px;"><tbody><tr><td style="width:80px;"><img height="auto" src="https://message-cdn.getvero.com/uploads/fb4ab556bc42d6f0ee0f9e24ec4d1af0/fullsize/e7fdc3b8-d2fe-426d-b313-e525177fceb3-information.png" style="border:0;display:block;outline:none;text-decoration:none;height:auto;width:100%;font-size:13px;" width="80"></td></tr></tbody></table></td></tr><tr><td align="left" style="font-size:0px;padding:10px 25px;padding-top:10px;padding-right:20px;padding-bottom:16px;padding-left:20px;word-break:break-word;"><div style="font-family:'Helvetica', 'Arial', sans-serif;font-size:16px;line-height:1.4;text-align:left;color:#192435;"><p>Hi Jonathan,</p><p>Pipedrive is constantly working to create a better and more robust experience for our customers. As your team is pushing to hit those 2024 targets, we’d like to tell you about some exciting new features designed to propel your business toward meeting them.</p><ul><li><strong>Embed a meeting scheduler on your website</strong> (since January, Advanced+) – let prospects book a sales call right from your web page</li><li><strong>Dark theme</strong> (since February, all plans) – reduce eye strain and improve readability</li><li><strong>AI-powered win chance and next step tips</strong> (coming April, Professional+) – find out how likely a deal is to close and get follow-up recommendations</li><li><strong>Write and summarize emails with OpenAI</strong> (coming April, Professional+) – read emails in seconds with instant summaries that gauge your lead’s interest, get recommended next steps, and generate engaging emails, follow-ups and proposals</li><li><strong>More filters and segmentation for reports</strong> (coming April, all plans) – incorporate filters or segmentation based on linked contacts, not just deal fields</li><li><strong>Webhooks with automations</strong> (coming April, Advanced+) – trigger workflows using our external service API</li><li><strong>Assistant on mobile</strong> (coming April, all plans) – see performance updates, activity reminders and get tips in the mobile app</li><li><strong>Time-triggered automations</strong> (coming May, Advanced+) – configure automations with date-based triggers</li></ul>More tools are on the way – we’ll let you know about them as soon as possible.<strong><br></strong></div></td></tr><tr><td align="center" style="font-size:0px;padding:10px 0;padding-top:10px;padding-right:20px;padding-bottom:10px;padding-left:20px;word-break:break-word;"><p style="border-top:solid 1px #D7D7D9;font-size:1px;margin:0px auto;width:100%;"></p></td></tr><tr><td align="center" style="font-size:0px;padding:10px 25px;padding-top:10px;padding-right:20px;padding-bottom:0px;padding-left:20px;word-break:break-word;"><div style="font-family:'Helvetica', 'Arial', sans-serif;font-size:18px;line-height:1.4;text-align:center;color:#192435;"><p><strong>Updates to Terms of Service and sub-processors</strong></p></div></td></tr><tr><td align="left" style="font-size:0px;padding:10px 25px;padding-top:0px;padding-right:20px;padding-bottom:10px;padding-left:20px;word-break:break-word;"><div style="font-family:'Helvetica', 'Arial', sans-serif;font-size:16px;line-height:1.4;text-align:left;color:#192435;"><p>Some of our new features are AI-powered, so we also have some small but important updates to our Terms of Service and sub-processors we’d like to tell you about.<br><br><strong>New sub-processor: OpenAI</strong></p><p>Starting in April 2024, Pipedrive welcomes OpenAIas a sub-processor. This is so that we can bring you cutting-edge, industry-standard AI features to improve your Pipedrive experience. OpenAI processes data in the United States. No action is needed on your part. You can see Pipedrive’s current list of our sub-processors <a class="vdt_link" href="https://www.pipedrive.com/en/subprocessors?utm_source=vero&utm_medium=email&utm_content=control&utm_campaign=Update%20to%20ToS%20and%20Subprocessors%20%28Mar%2024%29&utm_term=Newsletter&vero_id=10141094%3A13167136&vero_conv=OZ4fkS-iRA7tjkH3DQnypiTZegHRVhkBoEIKQOhmL2wqctWXrb91Jy1W2gSOQh9DZkcNCMkc6l2eSkQUvklQFzgoCSgr97S9Vys%3D" target="_blank" rel="noopener">here</a>.<br><strong><br>Update to our Terms of Service</strong></p><p>To complement the latest innovations we’re developing for you, we’ve had to update our customer Terms of Service. We’re introducing <a class="vdt_link" href="https://www.pipedrive.com/en/terms-of-service-supplemental-terms?utm_source=vero&utm_medium=email&utm_content=control&utm_campaign=Update%20to%20ToS%20and%20Subprocessors%20%28Mar%2024%29&utm_term=Newsletter&vero_id=10141094%3A13167136&vero_conv=OZ4fkS-iRA7tjkH3DQnypiTZegHRVhkBoEIKQOhmL2wqctWXrb91Jy1W2gSOQh9DZkcNCMkc6l2eSkQUvklQFzgoCSgr97S9Vys%3D" target="_blank" rel="noopener">supplemental terms</a> tailored specifically for using our AI-powered functionality. Our full Terms of Service are available <a class="vdt_link" href="https://www.pipedrive.com/en/terms-of-service?utm_source=vero&utm_medium=email&utm_content=control&utm_campaign=Update%20to%20ToS%20and%20Subprocessors%20%28Mar%2024%29&utm_term=Newsletter&vero_id=10141094%3A13167136&vero_conv=OZ4fkS-iRA7tjkH3DQnypiTZegHRVhkBoEIKQOhmL2wqctWXrb91Jy1W2gSOQh9DZkcNCMkc6l2eSkQUvklQFzgoCSgr97S9Vys%3D" target="_blank" rel="noopener">here</a>.<br><br>If you have any questions or concerns about these updates, our dedicated team is here to assist you. Reach out to <span style="color: #7e8c8d;"></span>us by starting a chat with our support team from the web app.<span style="color: #7e8c8d;"></span></p><p>Get set for a new era of AI-powered possibilities with Pipedrive CRM.</p><p>Happy closing, <br>Your friends at Pipedrive</p></div></td></tr></tbody></table></div></td></tr></tbody></table></div><div class="__snippet_locked_mjml_6962_bba4269a98c0c563c23a12e51c5371597a847b28" style="background:#f7f7fe;background-color:#f7f7fe;margin:0px auto;max-width:600px;"><table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation" style="background:#f7f7fe;background-color:#f7f7fe;width:100%;"><tbody><tr><td style="direction:ltr;font-size:0px;padding:20px;text-align:center;"><div class="mj-column-per-100 mj-outlook-group-fix" style="font-size:0px;text-align:left;direction:ltr;display:inline-block;vertical-align:top;width:100%;"><table border="0" cellpadding="0" cellspacing="0" role="presentation" width="100%"><tbody><tr><td 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style="border-collapse:collapse;border-spacing:0px;"><tbody><tr><td style="width:140px;"><img height="auto" src="https://getvero.nyc3.cdn.digitaloceanspaces.com/uploads/fb4ab556bc42d6f0ee0f9e24ec4d1af0/fullsize/1add5d34-6c72-49d3-a1dd-0c18754a464e-pipedrive_logo_regular.png" style="border:0;display:block;outline:none;text-decoration:none;height:auto;width:100%;font-size:13px;" width="140"></td></tr></tbody></table></td></tr><tr><td align="center" style="font-size:0px;padding:10px;word-break:break-word;"><div style="font-family:'Helvetica', 'Arial', sans-serif;font-size:14px;line-height:1.2;text-align:center;color:#656E7A;"><span style="font-size: 12px;">© 2024 Pipedrive Inc. All rights reserved. <br></span><span style="font-size: 12px;">530 Fifth Avenue, Suite 802 • New York, NY 10036, USA<br></span></div></td></tr><tr><td align="center" style="font-size:0px;padding:10px;word-break:break-word;"><div style="font-family:'Helvetica', 'Arial', sans-serif;font-size:12px;line-height:1;text-align:center;color:#656E7A;"><span style="color: #34495e;"><span style="color: #7e8c8d;"> <span style="color: #656e7a;">Need assistance? Email us at</span></span> <span style="color: #0d68c5;"><a class="vdt_link" style="color: #0d68c5; text-decoration: none;" title="Remove Text Decoration" href="mailto:support@pipedrive.com" target="_blank" rel="noopener">support@pipedrive.com</a></span></span></div></td></tr><tr><td align="center" style="font-size:0px;padding:10px;word-break:break-word;"><div style="font-family:'Helvetica', 'Arial', sans-serif;font-size:14px;line-height:1.2;text-align:center;color:#656E7A;"><span style="font-size: 12px;">You’re receiving this email about the Pipedrive company account, <strong>Digi Storms</strong>. <br></span></div></td></tr></tbody></table></td></tr></tbody></table></div></td></tr></tbody></table></div></div></body></html>