What shipped in Pipeline CRM
Pipeline CRM ships all year rather than once a year. This is the record of what reached accounts between January and August 2026, what each change does, and where to read more.
Most recent
Pipeline Connect
A managed integration service, live since late July. We build and maintain the connection for you.
Deliver the work you sold
The biggest change this year moved delivery into the CRM.
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Project management
Run post-sale delivery inside the CRM. Projects, milestones and tasks sit next to the deal that created them, so client onboarding, service delivery and construction phases stop living in a separate tool.
Connect the tools around it
Three releases went into the connections between Pipeline CRM and the rest of the stack.
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Pipeline Connect
A managed integration service. We build the connection, host it and maintain it for you, so nobody on your team opens an automation tool or writes code.
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Zapier, rebuilt
The Zapier integration was rebuilt on a wider set of triggers and actions, covering lead capture, contact sync and alerts.
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RingCentral call recording
Find, play and download RingCentral call recordings straight from the Pipeline CRM record they belong to.
Work the way your team works
Smaller changes, felt daily.
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Dark mode
Switch Pipeline CRM between Light, Dark and System themes.
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French and Spanish
Pipeline CRM is now available in French and Spanish.
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Offline mode on mobile
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Browser notifications
Get task assignments, mentions and calendar reminders even when the Pipeline CRM tab is minimized.
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Training videos in the app
Video tutorials for account settings, custom fields, automation and email setup, reachable without leaving the product.
Less typing
Four releases that take typing out of the day.
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QuickFill templates
Fill a set of fields across companies, people and deals with pre-set values in one click.
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Automatic deal amounts
Map the deal amount to a calculated custom field and it updates itself whenever the underlying values change.
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Profile badges
Pin the record identifiers you use most to the profile header and copy any of them with one click.
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Onboarding list defaults
Choose which list views a new user lands on, so their first day starts on the right data.
What leaves your inbox
Two changes to how Pipeline CRM handles what leaves your inbox and what comes back.
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Outlook invite responses
See when a contact accepts, declines or tentatively answers a meeting invite, directly in your Pipeline CRM agenda.
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BCC controls
Find your work faster
Filtering got more precise.
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Flexible date filters
What comes next
Pipeline CRM is in build on Copilot and on text messaging inside the CRM, with a rework of email for sales teams behind them. You can see what we are building next on the product roadmap.
Looking for something that is not here
This page covers what changed in 2026. If you are after the whole product rather than what moved recently, every Pipeline CRM feature is listed here, however long it has been around.