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?

🔔 Follow the What’s New topic to get notified about new release announcements.

Hi there, we would well be interested in the option for webforms to create automatically preselected values for a Lead or a Deal. E.g. when customer X signs up through Form A, language of that customer is automatically set to English and destination is automatically set to Europe (we sell holidays). What's possible here?

In this video you'll learn how to use the Web Visitors add-on to create custom segments of engaged web visitors so you can cater your outreach and make a lasting impression. 

🧠 To see more how-to videos like this and even get video demos of upcoming feature releases, be sure to check out the Pipedrive Academy. 

What is it?

• Email linking to Leads in Email Inbox
• Smart BCC for Leads
• Auto-linking email for Leads

For whom?

All plans.

What can I do?

• View your previous emails exchanged with a Lead
• Link your existing emails to your existing Leads
• Automatically link email messages to Leads (also works with Smart Email BCC)

More to come:

• Composing emails without leaving the Leads Inbox
   

Learn more here:

• Tutorial: Emails in Leads
• Webinar: Email integration and all features available

🔔 Follow the What’s New? topic to get notified about new release announcements. There's more to come...