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Changing name of stage, will that mess with automation?
The title covers my question mostly. I want to change my stage names in my pipeline, but I was wondering if that means I will need to go in and update all of my automations I have set that include triggers based on stage.
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Recommendation for Managing Won Deals w/ Products
Hi All, I'm looking for advice and suggestions from others on how they manage the actual fulfillment of won deals in Pipedrive. At the moment there seems to be no way to automatically push the data from a won deal to any other platform / gsheet / anything and also include the products associated with that won deal. Due to…
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Update deal stage with new e-mail
Hi Guys! Do you know if it's possible to trigger when a new e-mail in a deal gets added? I want to automatically update the deal stage via zapier or pipedrive automations if possible. hope you can help! kind regards,
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Add Participants to Deals if person is within same organization linked to Deal
Dear Community, quick idea of today! Imagine I add new leads/person manually or via other misc integrations to Pipedrive and of course I would link them to an existing organization or create a new one therefore. My challenge NOW: How can I create a Zap in Zapier that links all person working at Deal Organization directly…
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It would also be interesting in Workflow Automation to be able to put an action when the email has b
It would also be interesting in Workflow Automation to be able to put an action when the email has been read... For example, action: call in 2 days
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Przypomnienie o wysłanym mailu
Cześć, Szukam rozwiązania, które pozwoli przypominać o wysłanych mailach po zadanym okresie? może być słowo klucz w temacie, jakis hasztag w treści.
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Email automation
I am evaluating Klenty - Outfunnel - Mailigen. Need a simple automated drip campaign for B-B sales - not looking for high volume sends, but needs granular analytics and A/B testing on the email themselves... appreciate any feedback you can share.
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List of cool and useful automations done with "Pipedrive Workflow Automation"?
Somebody know a web / list or whatever other source to know a bunch of interesting automations done internally with the "Pipedrive Workflow Automation" feature? I am looking for the idea of what to automate, not how to do it (which is pretty straightforward. I have tried to look for in the web but I don't find any…
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Autogenerate an email to somebody other than deal owner or deal contact.
I am trying to auto generate an email to a co-worker (support staff) when an activity is complete. I have only seen how to send an email to the deal owner or the deal contact. How do I email a "third party"?
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How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
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Stopping Automated Sequence When a Prospect Responds
We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work. One thing I'm hung up on is ending a auto-sequence if someone responds. For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more). I want one of the…
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Strange behavior on Automations
I've created a simple workflow: when I add a label on a contact, send to it an email using a template. Simple and it works great! (I use it to send email to new leads when I intercept them, record on Pipedrive and change a custom field to trigger the automation... but this is not important now :-) ) The "problem" is that…
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Workflow Automation Assign to Team
Im making a work flow automation and I'd like it to assign tasks to teams. Is there a way to do this or what does everyone else recommend for sales teams and workflows.
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Creating cadences
Does anyone know if there is an ability to create cadences in Pipedrive or will I have to manually enter all the follow up touches? Thanks!
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Prezados, gostaria de saber se quando dou como ganha uma negociação consigo migrar automaticamente a
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Trying to create workflow automation where Trigger: Activity Type = Newsletter Bounced to remove ema
Trigger: Activity Type = Newsletter Bounced Actions: * Remove email address(es) from Person * Remove value(s) from custom Email List person field * Adds value of "Yes" to custom Email Bounced person field I believe there's a limitation in workflow automations which will not let me do certain portions of this (remove email…
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Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in t
Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in the same stage for 30 days?
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Workflow automation - Creating activity
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
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How do you use A/B testing in your email marketing outreach?
How do you use A/B testing in your email marketing outreach?
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Can someone help Daniel ?
https://community.pipedrive.com/post/could-it-be-possible-to-edit-notes-directly-in-the-activity-section-5f5f7cb508ccd764caa1cd0a
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Org address formatting
By default, the form of an Organization Adress is one line separated by a comma "," This is really annoying when you need to use the data in other programs. However, I noticed in a webhook payload that it lists the below: Address subpremise emptyAddress street number 20Address route Sample LaneAddress…
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Workflow Limits
I am working around the workflow limitations and would love to see if anyone can improve or advise different hacks. Pipedrive please see your potential fixes below.. * Opportunity: Limit on number of steps in a single Automation* Hack: Label 'Step 9, 1 of 2' and Step 9, 2 of 2' * Pipedrive Fix: Put max 20 steps *…
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How do you open up the current pipeline automatically on entry?
I have tried to re- order my pipelines so that when I open Pipedrive for the first time it opens my current pipeline - even though I have 6 pipelines and the current one is at the top of the list - it never opens up automatically? any ideas
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I do sales for a few companies- could I separate campaigns in Pipedrive?
Hi, I was wondering if there is a option to set up a few campaigns and separate all deals as I do sales for a few companies and its getting abit complicated? Thanks!
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Automation When deals created has stopped working?
Hi, We have various automation set up for when deals begin (eg Rename it when it's first created, add a whole heap of tasks when it's moved to a certain stage, send email when at another stage etc) This has stopped working and I can't figure out why? (they're still active on our automations page and nothing has been…
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Prices of products
Hi everybody! I have recently started using product feature and find it really good for the calculation and input of the deal value. We are selling solid wood panels for a furniture industry. The thing is that price of one m3 of the same product may differ very much for each customer, depending on different factors. I…
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Internal Call Reports and Actions
I am new to Pipedrive and may be missing this feature. Can Pipedrive be used for internal distribution of call reports and actions, basically internal summaries of an important customer interaction of which others in the organization need to know about and/or respond to with actions? Thanks!
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A way for reps to get notified when a new contact is assigned to them.
Hello, I have recently set up a workflow so that way when one of our reps gets assigned a new contact, they get notified via email saying: You have been assigned " John Doe " Login to Pipe drive to check it out. But What i wish was possible is we could include a link to the contact in the email. So it would be like You…
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Best way yo work with sub-deals against a master deal?
What is the best way to work with deals that have a deal value and products assigned, but there are sub-deals part of this one, so they are reducing the general value of the main deal?
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I would love to hear how others are using automations.
Can't get my brain around how it would be useful in our business. Looking for ideas. We manufacture and sell materials to other manufacturers who use our products as a component in their products. We are looking at pipeline as a crm & an internal project tracking tool. Thanks!