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Adding more triggers to 1 automation
Why does not workflow continues.. what's wrong. There is only 1 action per trigger. Can you please check the image below why the automation does not work & what can I do to make it work?
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Automation on deals already exist
Hello, I manage to create thousands of deals over API and put them in the first step of pipeline. Now I want them to take them and make follow up on them automatically. How can I do that? All the automation flows are for new deals/activities etc not for existing ones. Thanks
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Envoi de mails groupés depuis la vue prospects est-il disponible ?
Bonjour, savez vous ci l'envoi de mails groupés est disponible depuis la vue prospects dans la version "Professionnel" afin de faire directement du mailing de prospection semi personnalisé sans avoir à utiliser d'autres outils type lemlist ? Merci
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Automation advice to update activity owner
worHi all, PD newbie here so looking for some advice. We have an admin team who create appointments on behalf of the sales team. The owner of the deal is always the allocated sales person so when the admin create a new activity of type meeting for the sales appointment, is there a way to automate the setting of the…
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Synching Incoming E-Mail
I think I know how to send e-mail to Pipedrive bei using the generic or deal specific e-mail adress. But this seems to work only with e-mail that I am sending. Incoming e-mail using the same adresses are not shown in Pipedrive. Is this the correct behaviour? Why is it done this way?
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Looking for a Pipedrive expert to help set it up
I am looking for a nz based expert to assist me in setting up my Pipedrive for automatic lead generation snd processes Any one have any Referal for me please.
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Activity update trigger - How to create a condition based on the Label?
Hello everyone, I want to create an activity and send an email when a activity is marked done. ok that's easy. But what I want overall, is to create an activity AND send a specific template email for the Activity based on the Organization Label linked to this activity (Using my own labels) So let's say, an activity is…
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Pipedrive Integration
Hello all, I am currently trying to set up an automation that will be sending information of a client on Freshdesk to Pipedrive (I already have the Pipedrive extension installed on my Freshdesk account) but I am looking to send more information from what the current extension allows me to. For example when I am creating a…
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Create workflow automations with "Notes"?
Currently, it´s not possible to create workflow automation where "notes" is the trigger. Have any of you found a way to work around this issue?
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From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir
https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_postIn this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. 🔔 Be sure to check out the full Learn…
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Exporting Org, Contact and Deal data into Excel
I know we can export Deal data into Excel, but I am looking to export the Organization name, Contact for the Deal and the Deal data into 1 consolidated Excel spreadsheet. Getting Notes into the spreadsheet would be a plus. Is there anyway to do this currently?
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Talk-To-Text
Enhancement suggestion... Right now I have to open a google doc and talk-to-text then copy/paste into Pipedrive. It would be nice (and should be easy for you to include) a talk-to-text option to reduce manual tasks and enable better record keeping..
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Auto-Responders for phone and SMS
What auto-responders is anyone using to touch base with incoming calls and texts when you are unavailable?
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The "Done" button for customization of fields in Person, Deal and Organization at top and bottom of
The "Done" button for customization of fields in Person, Deal and Organization. Can we get the "Done" button at the top and bottom of the sections? Can be annoying to have to scroll all the way down to the bottom of the field just to sign off on it when the change in the customized field is all the way at the top. FYI, I'm…
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Identify Contacts origin per webform
Hello, Is there a way to identify the origin (which webform, of several webforms, it came from) Tag, or identify automatically a contact in a custom field, the form it came from, or some other way.. For example, 3 forms are on the web, and the contacts grow as the forms are submitted, later, I want to be able to know…
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Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
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Use case Automation - Send note field from deal to non deal related email automatically when deal ch
When you integrate webforms and creates a lead, and then the lead is automatically converter to a deal, the form data is held in a note. My need is that after I validade the deal data from the lead, I move the deal stage to the next and I want to send to a non deal related email the content of the deal note ( that contains…
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Multi-Level Follow-up with different tools and timeframes.
Hey, we are a real estate wholesaling company and I need a follow-up automation with pipedrive. What we have is the following situation: People are inquiring for a property. They already get an auto email that we will contact them with the possibility of making an appointment with calendly. What I need is an automated…