Pushing Insights to team members (reports and/or dashboards)?

kylejmont

Besides the sharing tool on Insights, does anyone know a way to PUSH a report to a user? I'd like a sales person's weekly dashboard pushed to them every Friday, for example. There don't appear to be any automations associated with Insights. I could send a recurring email every week with the link but I'd prefer the actual dashboard to be in the email. Any ideas?

Jared

@kylejmont I know that this is possible using Zapier.

You can set a zap with a schedule to run every Friday and then have it create an image from the report link. Using https://htmlcsstoimage.com/, which is a paid tool.

However, when I was testing, it worked without the paid plan. You get 50 free images per month, which will cover you.

Zapier Template: https://zapier.com/shared/4951a81d9acc1e0876062bb13a7d4136b18cc324

In this template, the zap sends an email. But you could easily change that to a slack message.

Feel free to let me know if you have any questions.

kylejmont

Thanks Jared, this may work well. I ran the zap but I'm only getting a link in the body of the email sent vs. the actual image. I'll keep playing with it but appreciate any suggestions or detail on how you set up the email to reflect the actual image.

Jared

@kylejmont When you send the URL, change the email body type to HTML and add this code to the body or the email, and enter the image URL.

<img src="Replace with Image URL" alt="Weekly Pipedrive Sales Report" width="600">

kylejmont

That works, thanks Jared!