29 results found
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Task Templates: description template addition
it would be AMAZING if we could populate a template within the description of the task so that users could fill out answers to questions or standard list of questions/bullet lists (reminders on how to complete the task completely/fully could be inserted here).
4 votes -
Customer Management Improvements
Add the ability to template milestones, similar to Task Templates, but exclusive to Customer records
1 vote -
1 vote
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Allow Zapier to update Companies to Customer
I tested this on Zapier and as of now, it is not possible to update a company record to a customer
1 vote -
1 vote
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Additional deal primary contact conditions for deal automations
Deal primary contact ID is the only person condition available for deal automations. Add options for additional person details.
1 vote -
Add email campaigns as a trigger type for Automations
Add email as a trigger type under Data/Time based.
Example:
Trigger when:
Data Change:
Email campaign is Created:
and ALL of these conditions are true: Visibility: Global
Action: Create a task
Name: Follow up on email campaign X
Type: Todo
Owner: Triggered Person Owner2 votes -
Additional Automation Workflow Options
When a change is made to a Deal custom fields can be updated. However, It can only update custom fields on the Deal, I would like the ability to also update custom fields of another record type, such as Company.
1 vote -
1 vote
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Increased functionality of Automations
create an automation using "deal" as the base, when an activity category is create it will then trigger the automation to increase the numeric value of a custom field.Having those types of automation features and additional triggers create a lot of opportunity for efficiency. - Which may be an edge against other CRMs.
3 votes -
10 votes
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Task Notifications
We set up our own tasks as there are only 2 of us in the company - Please allow the ability to notify yourself via email, if a task is created and personally assigned.
1 vote -
Under User Permissions, add an option for Automations
Under User Permissions, add an option for Automations. Creating automations can be time consuming for and Admin. I'd like to be able to delegate the task to other team members on a one-off basis.
6 votes -
Add more automations options
Add performance lane as an item to be added to a condition for automations triggered on the deal level.
All other automations improvements in terms of options, please add here. Thank you!
22 votes -
automation on emails
Need an automation that can occur after an email or campaign is sent. If opened then this... if not opened then this.... This would really help streamline follow up and workflow and allow for contacts not to be forgotten.
1 vote -
Bid Solicitation
I would be nice to be able to send out bid invitations to Vendors/Trade Partners (hosted as companies in the CRM portion) directly from Pipeline and have a project section to track all the bids and host all of the documents pertaining to each project.
1 vote -
Add ability to incorporate record name attribute to automation email notification
Currently if you go to trigger an email notification for when an activity is updated, there is not a way to add the company, person and/or deal the activity was logged under. It would be helpful to include that in the email notification to easily know what record the update was pertaining to.
1 vote -
Add a button for triggering automations
Currently automations are triggered when a state change (created, updated, etc.) happens for a object (deal, people, company).
It would be great, having a manual trigger in form of a button. For example, we are generating PDF proposals for deals, currently when a new deal is added. We do that through the API and Microsoft Power Automate. As workaround we trigger the pdf generation also, when the deal stage changes to a specific one, so that we can kind of manually trigger the production of a PDF proposal also after the deal has been created already.
Better would be of…
1 vote -
I'd like to be able to use to-do templates for events
at the moment, it's available for tasks, but not yet for events.
2 votes -
Automated activity for when a person/deal/ company is created
Can an activity automatically be recorded when a person / Deal / Company is created? I would like the activity to list the following information:
Date / time
created by
source (optional)1 vote
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