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Preciso de ajuda. Faço uma negociação completa e lá no final preciso mandar um email de confirmação
Preciso de ajuda. Faço uma negociação completa e lá no final preciso mandar um email de confirmação de pedido em um email padrão com campos mesclados, que vai para o cliente, CC para meu Customer Care, para meu financeiro e para a expedição. A colocação de CC preciso fazer manual. Caso não coloco estas pessoa em cópia o…
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Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful
Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful calls to a lead the lead is sent an email automatically saying "we've been trying to get in touch..." ? Thanks
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How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?
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Pipedrive & Mailigen
I'm trying Mailigen (now I'm using MailerLite, before Mailchimp). First look is... impressive. SMS and sync with PD are the best feature I've noted at the moment. Stay tuned :-)
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What's the best way to trigger automation based on deal rotting?
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Is there a workaround to trigger an automation based on an email's subject line? For example, we rep
Is there a workaround to trigger an automation based on an email's subject line? For example, we reply to a new client with a subject line 'Thank you for contacting {our company name}' From this, I want to tag that client as 'Interested.' I was told by Support that this is not currently possible but it might help to post…
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Workflow trigger with new activity from scheduler
Is it possible to trigger a workflow WHEN someone book me an appointment using pipedrive scheduler?It seems not to work :-( I have created this workflow: Trigger event: activity created Condition: Activity subject contains XY Action: send an email But it doesn't start :-( (Meeting detail contain "XY" in "Meeting Name")
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Automations based on Date fields
Hi Pipedrive, I can't see any date fields available within the set deal conditions. I don't need any specific logic which is looking to apply validation based on date fields but only that those fields have been completed as they are required for invoicing purposes and our commercial teams should not be able to change…
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Passing Info from deals to person
Requesting a feature to pass information from deals to the linked Person. Scenario: We use Zapier to create deals from Calendly & FB Ads. Once a new deal is created, PD automation kicks in and assigns the related Person and Organization. I would like to pass the info such as email & ph numbers to be passed from deals to…
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Automate workflows need to be logged in?
Hello! I have programmed an automate workflow, so when new contact is created, a welcome mail is sent. The new contact will be created through an Integromat scenario, so contact might be created when no one is looged in into Pipedrive. My question is: Will be the "welcome mail" sent even when no one in logged into…
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sync org and contacts owner upon changes
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization? Automation doesn't support that AFAIK thanks
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Sharing automations
Hi, guys. I'm having problem with my workflows around here. I've set an automation as an admin user and left it open for any user to trigger it but somehow other admin user is not managing to benefit from the same automation. In my account it works perfectly. In hers it seems like it doesn't even exist. I've tried to copy…
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Auto BCC alternatives - automate bcc field with deal mail
Hi! The auto BCC option in Pipedrive doesn't work for us because we often have more than one deal associated with the same contact, so we are looking for another option to ease that task. It's time consuming to always have to go to the deal's page to copy the deal's email link to paste it to Outlook BCC field to keep track…
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“My team doesn’t keep the sales pipeline up to date”
Hi everyone, I am Samar from Gamifier, nice to meet all! During this journey, with more than 400 companies, we learned some big challenges that sales teams have in using CRM and managing their behaviors in the process. But we also want to hear from you here. We pointed out some frequent problems, and I would like to share…
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How to send TEMPLATE email to specific addresses?
Hey, Pipedrivers! Seeking for your advice. Wondering if there is opportunity to inform my colleagues with email when DEAL STAGE or DEAL STATUS is changed to a specific one. * They are not connected to Pipedrive, so I need to use automation, I believe. * I want it to be proceed through name of a DEAL, that will be sent via…
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Automation trouble.
Hey, Pipedrivers! Hope you are doing fine. Having trouble with an automation. The created trigger works strangely. Sometime it works, some time not. I created Birthday Activity to be created after previous one (the same) was DONE. Please clarify what may have I done wrong. It works unstable. Attaching screen.
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Calling for Workflow Automation beta-testers!
Hi Pipedrivers! I’m Nuno, Product Manager at PD ; ) We are currently working on Workflow Automation in order to improve the user experience, especially when it comes down to the way workflows are set up. These improvements will allow us to evolve the platform for more advanced actions too. So… we would really love to have…
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Calling for Workflow Automation beta-testers!
Hi Pipedrivers! I’m Nuno, Product Manager at PD ; ) We are currently working on Workflow Automation in order to improve the user experience, especially when it comes down to the way workflows are set up. These improvements will allow us to evolve the platform for more advanced actions too. So… we would really love to have…
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Importing contacts and automatically sending emails
Hi, I've created a workflow automation so that cold leads added to my contacts automatically receive a template email. It works when I manually add contacts, but I can't get it to work when I do it by importing contacts via a csv file. Is this not possible or am I doing something wrong?
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Post closing or post won work automation
In my line of work, I continue communication with the client after the closing date. Is there a way to automate tasks once the file has been won or after the close date ?