The important fields function in Pipedrive is really nice. Has anyone found a way to create an automation to send e-mail or slack notifications where deals are missing information in those important fields? Alternatively does anyone know if it possible to create a filter to highlight where the important fields are missing?…
Is there a way to use automation to connect a product to a deal?
Does anyone know how to delete an activity from a workflow? Whenever I select the delete an activity option from a trigger, it doesn’t give me an option to select an activity for deletion.
We need to create a workflow based on the age of a deal, how is it possible?
Hi All! I'm trying to create an automated workflow where I send out an email after 2 days ONLY if the client has not accepted a proposed quote. I'm running into some difficulties trying to get the prompts/conditions right. Any suggestions?
Hi Does anyone know: 1. Any way to set up an automatic reminder to follow up on an email that has been sent (preferably in bulk emailing)? 2: If you can get a report/filter on which emails have been read or links clicked so that you can see in bulk without having to go to individual contacts? 3: Can you set up an automated…
I build the workflow automation which generated automatically new deal and I want to create automatically deal name as well so I can add the customer name to deal name. For example - Cooperation with "@customer_name" - where the field customer_name will be filled automatically. Thanks for help.
יצרנו פלטפורמה לשאלות ותשובות לקהל הישראלי. שמי דודו ציזנר מחברת לאנדוליני פתרונות, ואני מוביל את קהילת פייפדרייב בישראל מאז 2015. עכשיו כחלק מקהילת המכירות העולמית של פייפדרייב שמור לנו מקום של כבוד בשיח ובפעילות. אנחנו עושים דברים מדהימים בישראל עם אוטומציה מכירתית ואינטגרציה בין פייפדרייב למערכות אחרות ואין לי ספק…
Do You Currently Use a Visitor Identification Platform?
Automação de e-mail, atualizando as interações do lead dentro das timeline do Pipedrive e gerando atividades de acordo com o tipo de interação com o e-mail. Qual a melhor solução que vocês tem para esta necessidade?