Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

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How to automate reminders for upcoming activities in Pipedrive

Here is how to automate reminders for upcoming activities in pipedrive

First click the "Sales Assistant" icon in the top right corner to open it
Next click on the gear icon in the Assistant panel
Select "Manage Notifications" from the dropdown options
Then locate the "Activity reminders" option in the notification settings and make sure to enable it
Next click the "Show alert" dropdown menu to reveal timing options
Then choose how long before the activity you'd like to receive the reminder
Finally choose whether to receive reminders in your summary email, as a separate email one hour before the activity, or both
Changes are saved automatically, so you can exit the settings when done

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Pipedrive is a sales management tool designed to help teams sell more efficiently.

Automating reminders for upcoming activities in Pipedrive ensures you never miss crucial meetings or follow-ups, saving valuable time.

With this feature, you can streamline task management, allowing sales teams to focus on closing deals rather than tracking dates manually.

This automation enhances productivity, ensuring consistent client interaction, and effectively supports seamless progress in your sales pipeline.

Last update

January 6, 2026

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