Notifications

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…
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…
🔔 Stay in the loop of what matters to you, and leave out the noise
Pick what and how you want to hear from the Community: ✅ Click your profile picture > Account & Privacy Settings > Notification Preferences > Tick/untick the boxes for email and in-app notifications Nice and simple - now with a more intuitive design!
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…
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 😊
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…
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 !
Merged: Live Chat notifications and other features
This discussion has been merged.
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…
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.
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…
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…
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…
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…
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…
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…
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?
Desktop notifications...
I turned them on but they are not happening. Any ideas why they are not working?
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…
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?
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.
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
Birthday reminders
It would be great if you could have a button to have Activities set to remind once a year for birthdays for example
Activities: Pop-up Reminders / Priority Setting
Is PD ever going to add the ability to enable a pop-up reminder for an activity? Not reminders via email, but a simple pop-up reminder on my desktop if I want it? Is PD ever going to offer the ability to set the priority for an activity in the activity window: High, Med-High, Med, low
Download the notification data.
I love the new notification feature. However, it is very difficult to take action on the data since it does not link easily to the contact. I would like to be able to download the Notifications data, which would include the email subject line, the person name, the email, the system ID and the number of opens and/or clicks.…
Web forms email notification not working
Hi all, I've set up a couple of web forms with an email notification (see screenshot). The email is different from that of the form owner's. When the form is submitted, the form owner is notified via Pipedrive about the new lead, but the separate email is not notified. I think I have everything set up correctly. Is anyone…
Merged: Ability to configure notifications for PD Chatbot ONLY
This discussion has been merged.
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?
Merged: Livechat falls short.
This discussion has been merged.
Email notification settings
You have set your email notifications for 24 hours and managing different teams. You get an email in the morning mentioning you few updates during last 24 hours and directing you to visit rest of unread notifications (say 4,000). I have to visit webpage and now I have to visit all unread email one by one (back and for to…

Notifications

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