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1064 results found

  1. Add "Due Date" for completed tasks entered into Salesforce.com

    When adding a completed task to Salesforce.com, it's critical to have the "Due Date" field entered in, as well, for the date that task was input/completed. Otherwise, all those completed tasks are disappearing to the bottom of the task list on a contact/account.

    12 votes
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  2. Remove Salesforce from sidebar

    If you have a different CRM Salesforce is a waste of real estate. It would be good to be able to remove the SF tiles from the side nav bar.

    1 vote
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  3. Show full link when hovering over the URL within the form manager

    It would be great if the full link would show when hovering over a link within the "URL" column, much like it does when you hover for a Salesforce Sync error.

    1 vote
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  4. Being able to add the Address Book from Mac would be a great benefit to the Mac users. Also, if we can import a group of vCards would be g

    Being able to add the Address Book from Mac would be a great benefit to the Mac users. Also, if we can import a group of vCards would be great as well as single vCard from the iPhone. If there is a iPhone autopilot app to add contacts into the database will allow much easier import.

    1 vote
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  5. Allow BCC emails from the verified email domain to trigger journey

    • A Unique BCC email address to trigger an event

    ---The bcc email would be customized based on the trigger

    This could be a random set of numbers but it would be awesome if customizable names could be created

    ex. mycustomfollowup_journey@triggers.autopilothq.com

    You would set the custom code on the trigger and it would only accept requests from the email domain that was verified.

    That way if you engage a prospect out of the work flow you can send them back in or create a custom follow up flow etc.

    Since a lot of other tools have a bcc address…

    4 votes
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  6. Add 'Email Forwarding' Trigger

    This would trigger a journey based on whether a recipient has forwarded an email

    3 votes
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  7. option for categorizing contacts by date within smart segments, to query newest registered leads or will be expiring soon

    I’m synchronizing leads from Salesforce. A lead has some custom fields: registered date, contracted date, expired date,…
    I want to create a smart segment/contact list that query newest registered leads or will be expiring soon. so I can perform any action on those contacts such as sending an email, sending a postcard,…

    8 votes
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  8. To do feature

    i know your intent isn't to build a crm. still some of us will use it as a crm and it would be nice to have as a feature.

    4 votes
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  9. Contact specific shortened tracking URLs

    I would like to be able to create urls that are tracked at contact level and can be posted out via API when that ability is added and used also in native postcard and SMS capability.

    6 votes
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  10. Rescan Form Notice

    It would be great if there was a link within this error that took you to the Journey with the form that needs to rescanned

    1 vote
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  11. Integrate with Jobvite and/or Zuman

    We would like to integrate our recruiting/HR efforts with marketing.

    1 vote
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  12. Previously Tracked Forms

    It would be great if Autopilot told me the name of the form that was previously tracked.

    4 votes
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  13. Add a field for email bounce date so that it can be synced to salesforce

    1 vote
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  14. Include simple syncing with more CRMs

    28 votes
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    6 comments  ·  Admin →
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  15. I suggest an integration with a CRM called Podio. A lot of my colleagues in the real estate industry use it.

    We'd like an integration with Podio CRM. The ideal setup would be a way to setup email, text, and call broadcast marketing from within the CRM somehow. I can refer many clients within my industry too. Thx!

    5 votes
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    2 comments  ·  Admin →
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  16. Integrate with New RainMaker

    New RainMaker is a SaaS Platform that abstracts the interface of WordPress.

    7 votes
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  17. Look at integrating with MailLift...

    I've been talking to them and they seem to have a great way to send handwritten notes/cards/postcards to prospects

    27 votes
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  18. Add Freshbooks integration

    I'd love to be able to push and/or pull data from Freshbooks (our invoicing software) when setting up Journeys in Autopilot.

    6 votes
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  19. Add Triggers, Actions and Conditions for Survey Monkey

    I would like to be able to automate Survey Monkey from Autopilot.

    9 votes
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  20. Send users email notifications about any integrations or connections that require attention (like re-authentication)

    This would allow users to act on any broken connections without having to wonder what went wrong in their journey.

    0 votes
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