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Workflow Automation: Teams notification when a note is created
We have been using Pipedrive integrated with Slack for more than a year. We are migrating to Teams and replaced most of the existing Slack notifications. There is a remaining gap that we cannot configure. The requirement is : Every time a note is created, send a message to Microsoft Teams channel We like the Workflow…
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Is there a way to automate activity creation and completion?
I am looking for a way to automatically create an email activity and mark it complete when I send someone an email. Is this possible?
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I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mea
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
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こんばんわ。 特定のステージに入って◯◯日経過をトリガーとしたオートメーションを発動したいのですがやり方がわかりません。誰か教えてください。
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Workflow automation Deal status closed and won
Hi! We have a long production time after we have won a deal. So I would like to add a mail automation when a deal is closed and won. What I would like to do is sent out an automatic mail after 45 days when the deal status is set to WON. This is a final "you can still change something to your order mail". I only see the…
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Run one time Workflow automation
Is there a way to create a workflow automation and run it immediately? I am looking to batch duplicate many deals to prepare renewals for next season. Can I create a workflow that will duplicate those deals and run it?
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Want to send email 3 days after Person was created with zapier and PD
I'm a Pipedrive begginer and I want to send email 3 days after Person was created but I read that It's impossible with just Pipedrive. ( I read these posts: Workflow Automation Time Field Help creating automation to auto send email 3 days after deal is created) If I use zapier with Pipedrive, is it possible? If someone…
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Worflow autiomation
Hi, We want to test workflow automation mechanics before starting them - for example, move the deal to a different stage upon some action. Do I understand correctly that a minimum time interval between steps is 1 day. So we cannot test anything for 5 mins, i.e do action and see if the deal has moved to a new stage?
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Automatisation Abonné
Bonjour, Je souhaite réaliser une automatisation lors de la création d'une offre en visibilité "Propriétaire seulement" d'ajouter une personne en abonné. Avez-vous une solution? Merci
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🗣️ 💬 Campaigns: Q&A | volume 4
Happy Thursday, Pipedrivers! Another Q&A session here. I think I've exhausted all the questions and feedback after this post, so keep them coming in the comments ✏️ Q: Will you be providing a competitive analysis for other email marketing products such as Constant Contact? A: Yes. Expected at the end of Q3 when we will…
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Names of variables in export are difficult for auromation and data analysis
I recently did a lot of heavy data analysis and data cleaning from pipedrive and it became extremely difficult to handle the names when using exported xlsx in different programs. “Organisation - variable” is a bit unlucky as the standarsd is using variable names without spaces - i.e. “Organisation.variable” or…
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Email Template in Workflow Automation
When creating an automation with the new version, I can't seem to be able to email an already created template. Am I missing something? Trigger: Deal Created Condition: Deal is not empty I have also tried a Deal Updated trigger like I had in previous workflow automations prior to new version and still not available that I…
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Question Regarding Workflow Automation.
Who can help me here. I have set up a WA in the following. Deal = Won -> duplicate exicsing deal -> Update deal: Set expected close date " 1 year " There are some other things that the WA must do but that is less relevant for now. The issue: It executes correctly on every request EXCEPT for the expected close date. That…
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Question: What happens to a workflow if its creator is deactivated?
Let's say I deactivate a user Alice who created a workflow W. Then what happens if I deactivate Alice? * Is the workflow W still triggered even though the creator Alice is deactivated? * What if the workflow W is designed to create a deal owned by Alice? Does it create a new deal owned by a deactivated user Alice?
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📽️ Webinar | Workflow Automation: Make your processes magic 🪄 💫
https://pipedrive.hubs.vidyard.com/watch/m5SFpKQ5yrqsB8kMtBgHbK?ref=community_postIf you couldn't make it live or if you want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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🗣️ 💬 Campaigns: Q&A | volume 3
Time for another week of recent questions > answers about Campaigns from users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: The new Campaign module is a great start. Does the module include the capability of creating a sequence of emails, triggered by an event in PD? If we don't have sequences,…
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🎨 🪄Drag-and-Drop Editor: Creating a campaign doesn't need to be a drag
❓What's your favorite drag-and-drop option❓ 🗣️ Tell us and your fellow beta-testers in the comments. 💬 Pipedrive's drag-and-drop editor is an easy-to-use tool to help you create attention-grabbing designs and engaging content for your contacts. This can be used to create email campaigns, newsletters, or templates for…
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Help me Organize our Work-flow Automations please
The only way to sort the automations in Pipderive currently is in chronological order. We have 25+users across 3 countries and there are automations by user/department/country. The fact that Pipedrive only organizes them in one single chronological order makes it hard to find them / avoid duplications, etc. Is it possible…
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The new Sales assistant 👎
I am not a fan of the new format for sales assistant. I used to like being able to "Click all" and view within my current window, it now created a new window which seems like a clunky step backwards in terms of keeping a clean tidy user experience. I can't be the only one who feels like this?
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Automação de envio de e-mail: para todos os e-mails relacionados ao prospect.
Fiz uma automação de envio de e-mail, porém eu tenho uma grande dúvida. Quando fazemos uma automação para enviar e-mail, ele manda apenas para o primeiro e-mail. Existe alguma forma de enviar para todos os outros e-mails em cópia?
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Is there a way to setup an automation which pulls the organisation label through as the deal label o
Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?
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Pipedrive Automations NOT Working!
I would love some assistance in what’s going on Pipedrive don’t care to answer me really on facebook or email support. Spending £99 a month on the highest plan and set automations and they have stopped working. Everything is switched on but some reason they have stopped working. Any ideas would be much appreciated!
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🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…