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Notifications and list view for Tasks
We want to be using the Task feature for assigning tasks to our dev and design team, but being as there is no place (that we have been able to find) where you can see a list of all of your tasks (similar to how you have the "Activities" list) this makes that feature unusable for us and we are having to assign EVERYTHING as…
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Adding data in a field to an Email notification
Hi all, I am trying to add some information to my email notification. Basically I just want to include a Google Drive link that is stored in a Field. Google Gemini suggested this: But that doesn't work. The Activity Deal Title part works, but the {{deal.Google Drive/ Basecamp URL}}part just show the text exactly like that…
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Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
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Immediate notification when an Activity is assigned
Hi all, Is there a way to get immediate email notification for each time a new activity is assigned? I can get the Email summaries once a day, but I want an email for each activity assigned to me and I'd like it to arrive right away instead of waiting for the scheduled daily scheduled email time. Is this possible? Thank you
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New Leads notification in mobile app???
I am a new user and I would like to know how I can be notified by the mobile app when a new Lead is assigned to me. Searching the community I saw that until a while ago they had not yet launched this functionality. I would like to know if there has been any update or if they are at least working on it, as I consider it…
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Get notification when receiving a new lead
Hi everyone, sorry if the question has been asked already, I am new here. How to receive an email notification or notification on the mobile app when receiving a new lead with the essential plan? Do we absolutely need an advanced plan and create an automation? --> New Lead --> Send an email? or --> New Lead -->…
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What's the best way to get notified in Pipedrive so customers can receive fast responses?
Hi there! Is there a good way to get notified when a customer replies to an email? or Facebook message in leads? I have not found a way so war, it doesn't make any sound or come up as a banner anywhere
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How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
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Can someone help me understand why my team may not be getting their daily notifications?
I just needs some guidance as they say their notifications are on, they have checked their spam etc Thanks, Brish
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Web form notification
Hi product team, the notification function is available just for the total form, what happened in case I need to notify just from an item from a drop down field? If you select from a list of depts (HR, Financial, Support, etc) the system should send the notification just to that person (user or not) associated to that…
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Mentions Visibility
Having an audio notification and sending an email would be helpful. Using the @mentions feature, the light comes but its very easy for the notification to get lost in a system where there's lots going on. You have to remember to look to see if the light is on, and then even if it is on, there's often irrelevant things…
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A tagged user in a deal note will not be notified if they are not a follower of that deal.
It is contradictory that when you use the @ tag all users are suggested, but if you choose someone who does not follow the deal, this person will not receive a notification. It would be useful if that person automatically became a follower of this deal and therefore also received a message about the note. I don't want to…
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Is it possible to get data alerts from Pipedrive to email and/or Slack?
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
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When receives a SMS or email, then Pipedrive doesn't send any browser notification as received
Hello All ! Greetings of the day, When receiving an SMS or email, then Pipedrive doesn't send any browser notification as received SMS or an email. Can you please help how to enable the notification? I have checked all the browser settings and also added Pipedrive URL to fire notifications then also I did not get any…
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Slack notification for new emails
Hello everyone, I've been wracking my brain for the last several days trying to figure out an automation that will send a Slack notification every time a new email lands in our inbox. If anyone can help with this I would be SUPER grateful 😊
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Adjusting duration of Notifications
The notifications in Pipedrive are too quiet and some don't seem to exist. When I get someone mentioning me in a deal the notification is very quick and there is a 95% chance I don't see it. It would be good if there was an option to have the notification stay on the screen for a longer time or until the user clicks it for…
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Reminders when a project is about the start
Hello, We would like to set up mails notifications to owners as reminders when a project is about to start (start date) but as I went through that issue, it seems that this feature is not implemented, which is kind of strange for a project/delivery product. Does someone would have a backdoor approach ? Thanks !
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Merged: Live Chat notifications and other features
This discussion has been merged.
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LeadBooster proposal
Hi guys, LeadBooster such a great function, i really love it! But a very important thing that LeadBooster benefits from is the ability to receive instant alerts when a user requests LiveChat. I found an event in the API "conversationEnded". This is good, but there is a need for a missing event "conversationRequested". This…
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Create Calendar Sync Filter
I need to prevent PipeDrive push notifications that appear as "meetings' but they are really passive events from Microsoft Insights that block off time as "focus time" Ideally, the filter captures and excludes events that you add such as "Focus Time" or "Football Game" Currently, there is no option to add this actions.
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Better Notifications
I would somehow like my sales assistant to stand out more. The only way I see I have any notifications is that it lights up yellow, which isn't easy to see on a computer screen. All current notifications are on the left panel, with numbers indicating the amount of items I need to pay attentions to. The Sales Assistant…
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Live Chat : Offline/Online
The Offline script is triggered instantly (and not after the timeout) when no user has activated the "I'm online" status on their Pipedrive account. This is very useful to avoid waiting for a visitor on the chat outside of our company's opening hours. Now my question is: how to automate the activation/deactivation of the…
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Mobile App Notifications
I've got a client who will be using the mobile app out on the field and they need to receive instant notifications on their phone. The areas notifications dont cover are Leads & Activity assigned notifications. You can get Activity reminders but not when you have been assigned something. It would be great to see more…
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Contacts Timeline should be able to notify you when you have someone you need to contact
The Contacts Timeline feature is great, but it would be a lot more useful if Pipedrive could notify you when a contact needs to be followed up with. For instance, this could be a weekly roundup type email that simply lists all the contacts that are currently red in the Contacts Timeline view. If anyone knows a workaround…
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SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
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Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
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Desktop notifications...
I turned them on but they are not happening. Any ideas why they are not working?
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Activity view from notification area
the default view of activities from its dedicated menu is really great since it has all the tabs for activity, organization, person, and deal. But if we click on the same from the notification area, it only shows the activity and it's not quite easy to check the deal/person/organization attached to it. Showing all the…
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Past Due Closing Date Notification
Is there a way to get an automatic notification either Teams or E-mail if an open deal is past due its stated closing date?
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Notify via email of a click through via Campaigns
We are currently using campaigns. The email via campaigns is sent via a standard email address (i.e. sales@domain.com) We would like the owner of the lead/deal to be notified if the recipient clicks through the email.