Enable access permissions for Pipeline to be shared externally

Glenn Hibbert
Glenn Hibbert Member Posts: 1 VERIFIED MEMBER
5 Up Votes Photogenic
edited June 2023 in Ideas and Product Feedback #1

Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines

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  • Edie Mew
    Edie Mew Member Posts: 167 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    #2

    Hey @Glenn Hibbert

    Great suggestion!

    I have thought of one possible workaround, that involves another platform but is easily integrated into Pipedrive.

    Using another platform which can receive data from Pipedrive, can enable you customize the type of data being sent and viewed by the external user and live updates.

    Platforms like... Plecto & monday.com

    Let me know if you have any queries! 😀

  • Aligator
    Aligator Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    #3

    Hi @Edie Mew ,

    can you please explain me more on how to do this.

    My problem statement which I am facing is to share the pipeline with it's particular client so that they can always be in view of progress/what's happening.

    Thanking In advance

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