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  1. Allow syncing of Pipedrive Organizations and Pipedrive Deals along with Pipedrive Persons

    Right now Autopilot only pulls Persons' info, along with the Organization's name, if a Person is associated with and Organization

    I'd be nice to have the Organization and Deal information along with the Person's information too, e.g. Organization website (which is a field in Autopilot), location (also an Autopilot field), and Organization industry (helps a lot in segmentation)

    20 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Google Analytics Integration

      Being one of our main Hub and centralized points of analysis, this integation is a huge miss for our Data.

      - Ability to send / update Events and/or Goals in Analytics
      - Dynamically created UTM tracking
      - Add to GA audience for Analysis
      - Many more..!

      (Segment is able to do this, but a costly option for many)

      14 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow selective syncing of Pipedrive Contacts and Leads

        It currently syncs all Contacts only with zero flexibility. Many of the Contacts stored in Pipedrive are not active.
        I would like to be able to selectively sync Leads or Contacts based on field value(s) or Pipedrive filters (e.g. Lead status is Open), same as Salesforce.

        56 votes
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          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Declutter my view and other suggestions for learning the Shapes

          I'd love it if I was able to "declutter" my Shape view by removing items I know I will not be using, such as Salesforce icons.

          Would also love it if I hovered over the Shape it would tell me what this is for. Or at least link to where I can learn what it is for, how to use it etc.

          2 votes
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Improve Pipedrive Deal Stage Check to allow stage > or < a stage (or allow multiple checks)

            Pipedrive Deal Stages are linear. You don't want to move people backwards in the stages, but when setting a stage ATM, you need to check all possible forward ones to avoid moving backwards.

            Allowing multiple stages (match any) or allowing checking if stage < certain stage would solve this.

            i.e. avoid the diamond (which could get much worse with more stages) in this screenshot

            2 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow setting metadata on journey steps so later steps can access it

              For example so that a slack post knows what the trigger was. For example in this screenshot, the slack message can't tell if it was facebook, google or email that triggered it. Allowing data to be passed down the chain would be more powerful (and accessed as variables in later steps)

              3 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Export Reports To PDF

                The ability to export reports as PDFs.

                7 votes
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                  started  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • report

                  Be able to select multiple journeys and/or emails in the report section

                  We used to be able to do this in the old reporting instance but this has been taken away. It is very useful to be able to select multiple emails even if they aren't part of the same journey or multiple journeys to see stats as a whole for those types of journeys/emails.

                  6 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • pipedrive

                    Sync Autopilot Activities with Pipedrive to display activities (email sends, opens, page visits etc) on Person records in Pipedrive.

                    5 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Nimble CRM

                      It would be great if AP could connect to Nimble CRM. Both tools are very highly rated on G2 Crowd.
                      I moved to the Nimble CRM because it of how user friendly the CRM was exactly like AP. However even with Zapier there's no real way to get them to share crucial data.

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Integrate Autopilot natively with at Least One Popup Solution

                        Since the form detector in Autopilot doesn´t work with forms in popups, you should provide native integration with at least one popup solution: Optinmonk, optinmonster, Sleeknote, Privy, Thrive Leads or other. Of course, the best should be you to offer a popup builder solution inside autopilot.

                        1 vote
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Allow 'contains' in Segment event trigger

                          When using the Segment event trigger shape, allow use of ‘contains’ condition in the dropdown list below:

                          0 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow Autopilot journeys to be accessed from a mobile browser, not just insights.

                              Sometimes it would be useful to be able to stop journeys remotely. Even if we could just access the non-responsive desktop display on mobile devices it'd be a huge help.

                              6 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Add an option to add google fonts in Email Template Editor

                                An option to add additional google fonts in the fonts list would be good to make the email template uniform with the website it relates to.

                                1 vote
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Sent insight report to the account owner email on a daily basis

                                  It would be great, if we get the insight and email campaign report on a daily basis to our email id

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • master footer or html inserts to add to master template

                                    I would like to see the ability to insert a dynamic master footer or HTML embed into every email, that could be used for promotional material

                                    1 vote
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • after adding a custom field screen view defaults to that field

                                      At the moment the cursor is there but you often need to scroll to find the field. If I just added it that's where I want to be and what I want to see!

                                      1 vote
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Hubspot integration

                                        Hubspot is today a major CRM for small to medium companies. We are not moving forward while Hubspot and Shopify are not available as active integrations

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • the way it is right now makes pipedrive unusable for our sales staff as they can never be sure that there is a reply somewhere in autopilot.

                                          Sync email replies back to Pipedrive, The way it is right now makes Pipedrive unusable for our sales staff as they can never be sure that there is a reply somewhere in autopilot.

                                          3 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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