pipedrive
Sync Autopilot Activities with Pipedrive to display activities (email sends, opens, page visits etc) on Person records in Pipedrive.
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Justin commented
Please add this! Is there some kind of work around? A bcc field maybe that could flag a particular deal and add to the list of completed activities??
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Ezra commented
Please add this! We are using Autopilot to automate communications at all points through the sales cycle and so not being able to see the emails Autopilot is sending is a huge miss for us.
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Michael Tolhurst commented
Can't believe this isn't already a feature. Autopilot is a tool for marketing people, but salespeople are the ones who benefit from seeing what web pages a lead has visited and what communication they've been sent.
Would be a game changer for salespeople to have this kind of insight.
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Mike Brouwers commented
Yes! We need to be able to sync the activities or add a note to pipedrive based on an email send, etc.
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Josh commented
When using automation, it's critical for sales reps to know emails and text messages have been sent on their behalf. Without a note or some indicator in the Pipedrive activity history they are running blind.
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Anonymous commented
A comment from someone who enjoys using Autopilot and wants to be able to use it more, this integration would make it a lot easier to pitch to my team. We try really hard to keep everything in pipedrive, so using an automation service that doesn't sync opens, clicks, and visits is not ideal and could cause my company to leave Autopilot
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joshua lee commented
Unfortunately, without this feature Auto-pilot adds another step (which is the opposite goal) and another source to check reporting's against which is just too inefficient for us at this time.
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Anonymous commented
I am a +1 for this. That would be awesome.
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Sara Di Minni commented
It would be nice to have Website actions and email actions, with the email campaign & link names specified, please, thanks
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jussimir commented
Yes and please add more Pipedrive actions in the journey panel, specially to create Notes on pipedrive using merge tags, and more options to the create Deal, such as the organization and custom field support.