New: turn off Activity pop-ups for Workflow Automations 🙅

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Inês Batata
Inês Batata Posts: 2,069 PIPEDRIVE TEAM
5 Likes First Anniversary First Answer Name Dropper
edited July 2022 in What's New #1
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Why?

Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. 
 

How does it work?

Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity.

 

For whom?

Advanced, Professional, and Enterprise plans with active Workflow Automations. 

Only Admin users can perform this action. All users' Workflow Automations will be affected.

 

Learn more: 

How can I disable the follow-up activity pop-up?

 

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Comments

  • Jeremy Gulley_11062
    Jeremy Gulley_11062 Member Posts: 80
    First Comment Photogenic First Anniversary Solution Provider
    edited March 2021 #2
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    Really happy to see this! Any thoughts on making this user based? Or getting more granular besides pipeline? Just curious . . . 

  • Vygantas Lasys
    Vygantas Lasys Member Posts: 14
    First Comment 5 Likes
    edited March 2021 #3
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    Hi, would be possible to make it pipeline stage based?  Like  Important  or Required data fields? Thank you very much! 

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  • Inês Batata
    Inês Batata Posts: 2,069 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited March 2021 #4
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    No plans at the moment @Jeremy Gulley and @Vygantas Lasys , but I'll make sure to send your feedback internally.

  • Marcelo Silva
    Marcelo Silva Member Posts: 243
    First Anniversary First Comment Photogenic
    edited March 2021 #5
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    Isso mudou comletamente o jogo :D Muito obrigado.

     

    Seria interessante, se pudessemos escolher as etapas alem dos funis.

  • Rodrigo Mendonca MKT
    Rodrigo Mendonca MKT Member Posts: 11
    First Comment Photogenic Name Dropper
    #6
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    @Vygantas Lasys's idea is more than great. Is mandatory for an automation plataform.

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