New Deals notifications in Mobile App

Carlos Spiegel
Carlos Spiegel Member Posts: 2 VERIFIED MEMBER
First Comment

How can the users be immediately notified when a new deal is created for them in the Mobile App?

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    Create an automation to schedule an activity as soon as a new deal is created.

  • Carlos Spiegel
    Carlos Spiegel Member Posts: 2 VERIFIED MEMBER
    First Comment

    Amit, thank you for your answer. I already tried that, but the activity is created with an entire-day schedule, so the notification only works if the activity were scheduled for the next day, but not fore immediate activities. I figured out an alternate solution by integrating Pipedrive with Slack, and the Slack Dealbot sends a direct message to you as soon as a new deal is created (it works, but it is not inside the Pipedrive app, which not ideal). Is there another way?