Autopilot Feedback Forum
62 results found
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Add activity type to Pipedrive Activity action
Currently it's only possible to create "Task" activities using the Schedule Activity action, but this is not always appropriate. Being able to set the activity type would allow us to analyse the volume of different types of activities being scheduled and performed. It would also improve the 'scan-ability' of the activities on a deal.
The Pipedrive API allows for setting the activity type (https://developers.pipedrive.com/docs/api/v1/#!/Activities/post_activities), so including a simple dropdown in the Schedule Activity settings would suffice.
2 votesThis is now complete: https://autopilotdev.tumblr.com/post/185589162728/pipedrive-integration-updates
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HubSpot CRM integration
HubSpot CRM is today a major CRM for small to medium companies. Please build an integration.
37 votesThis is now available: https://autopilotdev.tumblr.com/post/185107634743/hubspot-crm-integration.
If you have feedback on the integration, or wish to suggest additional shapes, please submit a new idea. We’d love to hear from you.
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Create Pipedrive Action to Add Note
It would be really useful to be able to add a note to a deal from a journey.
E.g. someone submits a contact form that Autopilot is monitoring. I want to be able to create a new deal (this works) and then add a note to that deal with the information that was submitted in the form (no way to do this now).
28 votesThis is now complete: https://autopilotdev.tumblr.com/post/185589162728/pipedrive-integration-updates
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Allow selection of multiple journeys and/or emails in reports
Be able to select multiple journeys and/or emails in the report section.
It would be 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.
7 votesThis is now available! For details see: https://autopilotdev.tumblr.com/post/180640232323/new-reports-features
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Export Reports To PDF
The ability to export reports as PDFs.
7 votesThis is now available! For details see: https://autopilotdev.tumblr.com/post/180640232323/new-reports-features
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Check Pipedrive Deal Field
I would like there to be a "Check Deal Field" condition. There is currently a "Check Person Field," but sometimes contacts have multiple deals open and I want an action to occur based on a specific deal.
4 votesThis is now complete: https://autopilotdev.tumblr.com/post/185589162728/pipedrive-integration-updates
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Allow Pipedrive deals to move to new pipelines instead of just new stage within existing pipeline
Right now the "update deal stage" shape only works to update the deal stage within the existing pipeline. It does not work to move it to a different pipeline and stage, even though that looks like an option when you set up the shape.
10 votesThis is now complete: https://autopilotdev.tumblr.com/post/185589162728/pipedrive-integration-updates
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Integration with Piesync
Create an integration with Piesync - it's a very useful bridge app to create a real-time, 2 way sync to other apps. It's similar to Zapier, but doesn't work on triggers, it constantly keeps 2 apps in sync and we need this to sync to our CRM, customer success software etc.
2 votesThis is now available: https://autopilotdev.tumblr.com/post/180850491058/piesync-integration
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Stop opening folders when searched or adding list to folder
When trying to keep Autopilot organized, I keep all my smart segments and lists into folders. I've already seen a lot of great recommendations to improve the organization of this, but there's something that happens now that should be turned off.
When you add a list to a folder, it automatically opens that folder and creates a long drop down of the lists in the folder. Additionally, when you search for a list, it will automatically open all folders that your keyword exists in. This is frustrating because you have to continually close folders.
1 voteThis change is included in today’s release. See https://autopilotdev.tumblr.com/post/173504891443/organize-journeys-using-collections-and-folders
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Reply tracking in email reports
When looking at Insights in the journey view, you only see Sent, Opens, Clicks, Unsubscribes. If you have reply tracking on, there should be a metric there for responses.
Similarly, when you go to the email reporting tab, there's not a metric for responses (replies). The only way for me to measure responses is to create a smart list. This gets tedious if I have multiple emails in a journey (I currently have 21 emails in one journey which means I need to create 21 smart segments).
30 votes -
Integration with Typeform
Integration of Typeform without using Zapier
1 vote -
Ability to set the From Address and Reply To email addresses separately
Have the ability to configure both a From Address and Reply To email address separately within the email editor.
This will help when users wish to have a generic email listed as the From Address while also having a specific sales person's email address set with the Reply To email address.
1 voteThis feature is now available. See https://autopilotdev.tumblr.com/post/163460583828/email-updates
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Set an Insights goal based on a list
Currently, we are only able to set a goal based on Smart Segments. It would be great to be able to set a goal to grow an existing list. This would come in handy for webinar or event registration goals, for example.
4 votesThis is complete :) See https://autopilotdev.tumblr.com/post/162720650908/use-a-list-as-a-goal-in-insights
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Remove Autopilot branding from Headsup messages
Allow to remove the autopilot logo from headsup.
We invest a in our branding and follow our brand guild lines and we ask to remove the autopilot logo from headsup notifications.32 votesThis is now possible. Click on “Show advanced options” in your Headsup configuration and you’ll find the option to remove Autopilot branding.
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Add ability to connect to Salesforce Sandbox orgs
To do testing, especially when evaluating Autopilot and rolling it out, it would be incredibly helpful to have the ability to connect to Salesforce sandbox orgs. Otherwise, it's not always practical or possible to do real testing!
1 vote -
Add an option to change Headsup position to the left
I'd like to be able to change the position of the Headsup message to the left of the page. This will allow me to use my live chat tool and Headsup at the same time.
18 votesThis is now available – see https://autopilotdev.tumblr.com/post/160022305923/update-may-1-2017.
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Option to disable Headsup messages on mobile devices.
For smaller screens the Headsup message is pretty intrusive. Having an option to disable the Headsup message on mobile devices only, while still showing on larger screens would be fantastic.
7 votesThis is now available – see https://autopilotdev.tumblr.com/post/159525700183/update-april-13-2017.
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42 votes
Our Pipedrive integration is now available. See https://autopilotdev.tumblr.com/post/173665538938/announcing-the-pipedrive-beta
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Allow searching for a contact through phone number
At the moment, I can only search for a contact through email. This is inconvenient when I send text messages and receive replies. When I receive a reply, I only see the phone number, so I have no idea who is contacting me. This will be a very helpful feature and make the text message journey much easier!
4 votesHi everyone, good news! You can now search by phone number: http://autopilotdev.tumblr.com/post/148121036138/update-july-28-2016
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Allow Lead Intelligence to be disabled
Although the Lead Intelligence feature (auto populating data from Full Contact) may be useful in some cases, we're finding that it's polluting our data with unwanted and sometimes incorrect associations with companies. We wouild like to be able to disable this feature.
3 votesYou can now disable lead intelligence. Learn more here: https://autopilothq.zendesk.com/hc/en-us/articles/204833279
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