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Allow automation workflows to have priorities
Like sieve filters in roundcube, workflows should have priorities [which one gets executed first when two workflows have the same trigger or event filters] and there should be an option to stop execution of other filters. For instance, when we move a deal to a new stage, one workflow checks that all custom fields have been…
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Sales Email Blast - Custom Subject Line
Hi all, I'm set up to send a group "individual" email to several contacts but I desperately need to customize the subject line. Any workarounds here that you may have?? TY
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workflow automation trigger
@Inês Batata I have created a task for every time a new deal is created, the problem is, when I go into the new deal and make some changes it adds all of the tasks again as if it was just created (again) How do I created the automated task to trigger once, when the deal is created, but only once?
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Can I create Private Workflows that my others users can't see?
Hello, Once I activate a custom workflow I have created does it automatically apply to all users in my company? I am looking to create private workflows for now for testing purposes but may want to roll them out to the company later. Thanks!
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Workflows driven by overdue activities
Hello... I had discovered the possibility to create workflows based on activity due dates - unfortunately not so specific that the workflow is only triggered when an activity is really overdue. Are you planning an extension here? Overdue activities are exactly what we want to avoid and a reminder via Slack would of course…
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Creating different Activities based on a Label
I want to create an Activity when a Deal Stage is marked Done. Easy enough. But I also want to have a different due date for the Activity based on the Person Label (Using Hot, Warm, Cold) So every time an Activity is completed for a Hot lead it creates a new Activity due in say 2 days. Every time an Activity is completed…
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How to send automatic mails in the customer's language, with deal as trigger?
Every time I create a new deal in my pipeline I want to send a mail in the customers' language to the customer. How is this possible.
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How to trigger workflow when meeting is booked in Calendar
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
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Automations
A peek into some of the automations we have going for the curious. (SERVICE) is for the service pipeline which we plan to utilize for customer service sales people to send requests to production to remedy an issue at a customer site. Everything else is for our SALES pipeline. 'Support Request' is a custom activity we have…
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Marketing performance report.
It is possible to track the leads conversions from advertising platforms into a report of performance on pipedrive?
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What is the best process for this kind of automation?
I want to automate a bunch of Activities (say around 10) that happen in successively longer periods of time. For example when a Deal enters and new Stage, I want to follow up after 1 day, then 2 days, then 3 days, and so on. I could add them all at once, but it seems clunky to have 10 Activities all scheduled at the same…
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Automate Reminders
Is there a way to automate a reminder, specifically to follow-up on an email? Is there something I can click that will give me a pop-up reminder to follow-up with a prospect? Thx!
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Workflow Automation - "Send email using template" - Use current user email
I have several automations with "Triggered by any user" enabled. This automations send an email with the "Send email using template". No matter who triggers the automation, the email is always sent with my email (always uses the email of the user who created the automation). I would like that the emails were sent using the…
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Can anyone suggest a email marketing company that FULLY integrates with Pipedrive?!
Can anyone suggest a email marketing company that FULLY integrates with Pipedrive. I need help with the email campaign creation as well as an email automation marketing. Outfunnel was suggested but they do not have the capability to work off of "leads" in pipedrive-only thru "deals" and for us that will cause way too much…