I love the playbook, the different chat pathways that are possible to create, etc. BUT… The chat notifications leave a lot to be desired. There's a thread that is 4 years old and everybody is asking the same… better new live chat notifications so that sales teams don't miss them. Our sales team already has to juggle 100…
I want to send an email notification based on automation. Something like: send email notification to distribution group 35 days before custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive. I don't want all my email synched AND the automation…
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
Does the Summary for the Day email include overdue activities? It doesn't seem like it but I need to know if I missed something. I have all the boxes checked to notify.
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
Please implement a feature that sends a separate email notification each time a user is assigned a deal. This should work similarly to the existing functionality where a user receives a separate email for every comment on a note they own or have commented on.
"Hi community, I need to know if any of you experienced this: when more members joined your Pipedrive sales team, the notifications for email opens and clicks sent from the CRM got deactivated. This happened to me and the rest of my team with the new additions. However, I have everything activated in settings and the sales…
It seems it did, at least on the hourly notification. It was perfect for us before, up to about 9/27 or 9/28, last weekend as best I can assess. Prior, we'd receive a report of activity within the previous hour and ONLY the previous hour. Now, there is a whole bunch of redundancy with items already viewed which did not…
Today, tasks added to projects don't give the user any kind of notification, so it's easy to forget they exist. Besides, we don't receive a list of the tasks due that day by email any more than we receive a list of the activities. The idea is that we receive some kind of notification so that these tasks aren't forgotten,…
I strongly suggest that Pipedrive can make possible to automatically send and email to the invited contact of a calendar entry when it's concluded, since it's only possible to send to its creator or the contact associated with the deal.
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