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Speeding up your sales process with Email Sync!
In these challenging times, many people are working and selling remotely and are completely changing their outreach strategies. We have done a webinar session to talk about: * Better set up your Email Sync configuration * Use Email Tracking to approach leads with perfect timing * Speed up your sales process using Email…
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Does anyone know the best video or article to understand the logic around completing your workflow a
Does anyone know the best video or article to understand the logic around completing your workflow automation? I sometimes find this is where my workflows break down. Thanks
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Time triggers
Hi, I'm trying to configure an automation where the activator is a business that has been in the same stage for 5 days. Pipedrive told me that they currently do not have the option to configure it for days, so they suggested using Zapier. Could someone help me on how to use this tool with Pipedrive? Thank you
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Trigger automation based on deals going rotten
Does anyone have any ideas on how to trigger an automation based on a deal going rotten? Example: When a deal goes rotten, create an activity to follow up with the customer.
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Good morning everyone,
I am getting to grips with the automation function in Pipedrive and have se
Good morning everyone, I am getting to grips with the automation function in Pipedrive and have set up an auto email based on a template I created which automatically inserts the first name of the clients into the email. My question is whether there is a function to allow the details of the appointment to be input into the…
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automatic country code missing
Removing the automatic country code messed up the operations of a lot of PipeDrive customers. I'm dead in the water and waiting for mine to get restored.
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Auto-Numbering
Is there a way to auto-number our deals? PO numbering? It is a pain to go back and check the previous deal entered to number the deal being entered--especially if the last deal entered is moved further forward in the pipline.
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Trigger workflow from email tracking activity
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
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Trigger workflow from email tracking activity
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
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How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
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How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
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How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
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I am looking for assistance with creation of a workflow using Automations to trigger Activity's as D
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Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…