Automated Insights Emails

lifeofleon

Hi There,

Is there a way to send a weekly report/insights via email, slack, etc? It seems like a huge pain to have to integrate another platform. Many other sales CRMs do this straight out of the box. I want to be able to automatically update my team each Friday.

Thanks

Leon

Amit Sarda (AmitSarda.xyz)

I would suggest considering building a data pipeline using Coupler. You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets. You can read more about building a data pipeline for Pipedrive in this article.

lifeofleon

Thanks - I don't necessarily want to download the data, but instead share a PDF of the dashboard with the team each week.

Thanks

Leon