Notifications

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…
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…
Looking for beta testers for the revamped Sales Assistant
Hi everyone, We are making some updates to the Sales Assistant and Notifications 💡, and are looking for Beta testers! Here's what's new: * All notifications are centralised in one place and it is possible for you to customise which ones to see * Sales Assistant can be muted for the day * You can now get notified about…
Notification based on a contract date
Hi all, I want to set an alarm which notifies x months before a contract is finishing. Could you please provide any help on how to achieve it? Thanks!
Email open and link clicking notifications on desktop and mobile app ?
Hi Team, We are considering an organisation move from Hubspot to Pipedrive and a super helpful/simple tool that I cant seem to find on Pipedrive is mobile notifications on the app or on the web app of push notifications when someone opens an email or clicks on a link. We find this super helpful as we don't have to go…
New: Community notifications and Product updates in Sales Assistant 📝
What? We've made your life easier and now you can keep track of what's going on here in Community without leaving Pipedrive, including product updates: they will show up as notifications in your Sales Assistant (SA). For whom? All plans, all users with the new Sales Assistant Beta enabled. How does it work? * Community…
Re: visibility for users following a deal.
Why can non-admin users who follow a deal see new note details in the Pipedrive email notification, but when they log in, those notes/details are not visible on the system? What setting can I change so they can view the detailed call notes etc when viewing the deal online?
Automated Notification
I want to create an automated notification, if deals stays in one particular stage for more than a certain time (let's say 1 week). How can i do that ? I tried with workflow automation but could not find a solution. Can you guys help me out ? Thanks in advance.
Email open notification in real-time.
Is there a way to get a real time notification for an email open? I am switching over from Hubspot and that was the main thing I liked about Hubspot. I was notified on mobile every time somebody opened an email that I sent them and tracked.
Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
How can I update my team members of updates to a contact record?
How can I update my team members of updates to a contact record?
Notification of new deal added
Is there a setting on Pipedrive that i can setup that would notify me of any new deals added to a particular pipeline by any salesperson?
Android App Notifications
Ideally I want an instant notification (just like receiving SMS or WhatsApp message) letting me know that a new deal has been created and/or a new activity has been created (so that I can call them ASAP). I've had a look at the notifications settings and turned on everything I could, but I think the best I could find was…
How can I turn off notification to my whole team? My calendar and inbox (gsuit) is synced with pipe-
A way for reps to get notified when a new contact is assigned to them.
Hello, I have recently set up a workflow so that way when one of our reps gets assigned a new contact, they get notified via email saying: You have been assigned " John Doe " Login to Pipe drive to check it out. But What i wish was possible is we could include a link to the contact in the email. So it would be like You…
Notification Emails
Does anyone know how to get email notifications for any deals in pipedrive in real time? I have enabled my real time notifications in settings but have not received emails on any deals I follow. I added an activity and shifted the deal forward in the process as a test and never received an email. Any help would be…
For companies with many users: Would it be helpful to you to have an internal message board or note
For companies with many users: Would it be helpful to you to have an internal message board or note system inside Pipedrive instead of having to emailing questions or responses?
Notification
Is there a "notification area" where I can see all the notification and filter it? For example I just want to see the notifications re emails opened.
Notification emails to external people
Hey, Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won! I can only see how to send it to people who have pipedrive login accounts - am I missing something?
Quick prototype testing
Hi everyone, We are looking for volunteers who can spend 5 minutes testing a Sales Assistant + Notifications prototype independently. All you have to do is follow the instructions on the screen. If you are interested, then please comment your email below and I will share the prototype link with you :)
Automatische notificaties als contact van baan wisselt
Vraag: Veel van onze in Pipedrive opgevoerde relaties wisselen regelmatig van werkgever/functie. Is er een manier om een link te leggen met LinkedIn zodat functie- en/of organisatiewissels automatisch worden doorgevoerd in Pipedrive of er een notificatie te zien is in Pipedrive? Lijkt me handig.
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?
Hi Community, we use Pipedrive for project management as a marketing agency. I am interested as to i
Hi Community, we use Pipedrive for project management as a marketing agency. I am interested as to if anyone has a solution for effectively tracking due dates on projects. The main issue we have as when you are looking at a KANBAN you don't know what is due first. Making it difficult to know what it priority. ALSO: Does…
Invitation to share feedback on the Sales Assistant
Hello everyone! Evelina here from Pipedrive. We are currently working on improving the existing Sales Assistant feature, and are looking for users to give some input. If you would be interested in sharing your feedback with us, feel free to book a 15 minutes call at your best convenience here. Thank you in advance.
Deal Activity notifications
How can I receive notifications on a deal from different account owner?

Notifications

Discussion List