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Quando um negócio for dado como ganho no fúnil novos negócios, ser criado um novo negócio automatica
Tenho que fazer essa automatização, porém não sei como e não achei nenhum lugar que explicasse. Alguém pode me ajudar?
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Sending an automatic email to users that haven't answer
Hello! As we have our email syncronized to Pipedrive, is it possible to send an automatic email to the users of deals on a certain stage, only if they haven't answered our last email to them? It seems complicated, but as Pipedrive makes pretty much everything possible, I wanted to give it a try. Thank you!
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Pipedrive Roundtable: Benefits of multiple Pipelines
Join our Roundtable on Friday, April the 30th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Last time, we had more than 10 people joining in! This weeks topic: Benefits of multiple Pipelines! - What are the benefits of multiple Pipelines? - How can you efficiently handle them? - What about Automations? - Can you chain…
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Sum 2 values with workflow
Hi, Is there a way to automate a workflow that every time a deal is changed to "won" the value field is being updated with sum of 2 other fields? Thanks
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Is it possible to automate the deal value to be the sum of two custom fields?
Most new client engagements for us are an upfront (one-time) value, coupled with a monthly recurring value. This doesn't fit with the subscriptions feature, so I wanted to create two custom fields on the deal record, one for upfront/one-time value and one for recurring value and then use an automation to set the total deal…
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GDPR Proof Email Sequences (Looking for a European Autopilot)
Hi, Our SDR searches the internet for leads, creates those in the lead inbox in Pipedrive, and then calls them in a row. I'd like to support him in the following way: after each call, I'd like him to be able to select an email sequence to set the lead on. He should be able to individualize any of the emails in the sequence…
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Would automated confirmation email/texts be helpful when scheduling meetings?
Would automated confirmation email/texts be helpful when scheduling meetings?
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Workflow Automation to Replace One Label with Another
To help better manage the Leads Inbox, I would like functionality such as the following: If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible? Also, it is unclear what the difference is between the…
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Logical functions in Pipedrive
Hi everybody, I'm looking for a way to add logical functions in pipedrive like IF FIELD a=x and FIELD b=y THAN FIELD c=z. For example IF COUNTRY = UK + SEGMENT = Marketing Manager OR Sales Manager THAN TARGETGROUP=UK Marketing Is this possible with Pipedrive? What solutions are you using for similar problems? Thank you!
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It would be very useful to be able to resend group emails, to recipients who haven't read the initia
It would be very useful to be able to resend group emails, to recipients who haven't read the initial email only.
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Editing process / fields / stages
Hi everyone! We've been on pipedrive for about year now and are going through some growing pains. As we prep our operations for efficiency and scale, I'm wondering how people handle editing the fields / stages and automation without breaking what's in flight. It'd be ideal if we had a staging environment where we can…
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Syncbot & PD Filters
Are there any plans to update Mailigen so that the PD filters are two-way feed rather than just PD to Mailigen? I have a case where I updated my filter in PD and now those who are no longer in the filter are still in Mailigen. I use filters in Pipedrive and then pull in that information through a Mailigen Syncbot. Seems…
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Test the new email feature prototype 📩 (deadline: April 12th)
Hello everyone, We are working on a new feature for email and we would be happy to get your feedback on the first prototype to test the usability. The information will be used for the research purpose only. You will be asked to complete some small tasks on the prototype, and there will be some questions regarding the…
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Adding tasks based on products in a deal with automation
I would like to create tasks for a deal based on whether specific products have been added to it. The only trigger I can find in automation is based on number of products, not a specific one. For example, if Product A is added and the deal is won, I would like to create a task for support to get in touch with the client…