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Does anyone use Pipedrive to manage customer service in insurance B2C?
Does anyone use Pipedrive to manage customer service in insurance B2C?
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Email Marketing and Automation Integration
Hello Pipedrive Community. I'm looking for an integration for an email to be sent when a deal is marked as won. Are there any third-party platforms this could work with? Or is there any word, on when HTML templates would be enabled or available on Pipedrive directly?
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workflow includes a create deal action that doesn't have a linked contact?
Your attention is required This workflow includes a create deal action that doesn't have a linked contact. The workflow will stop executing correctly unless this issue is resolved. Update the workflow configuration to add a person or an organization to the corresponding create deal actions. What is this error why is this…
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Mail Send Options
I am not sure if I saw this or if I am missing it in the program, but is there an option to set up a specific time and date to send a campaign? I have put together a three piece campaign and it seems like I need to go in to the system and click send on when I want it to go out. It would be very helpful, like Pipedrive…
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Should I use 1 or several workflow automations
Hi, we have a 6 stage follow up process when a quotation is issued, which starts within 1 day of the quotation date and runs for a month, involving a mix of phone calls and emails at different stages. I'm wondering if this whole process can/should be built into one automation, or whether we should create an automation for…
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Fire a task to a deal owner when a previous task has been completed.
I want to set an activity 'to-do' task for a deal owner once another task has been completed, but you can't seem to get 'deal owner' information to assign a task to the correct person. I can't seem to do this. I currently have to set both tasks at same time (can have different timescales). but task 2. is dependent on task…
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activity duration automation
Hi! I use activity automation, mostly for creating follow up activities for new deals. Most of these activities take only 5 minutes. When I create an activity from deal view I can set the duration to be as little as 5 minutes. But in the automation, the minimum duration time is 15 minutes. Will this be updated in the…
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Pipedrive Podcast by Evolve - E3: Workflow Automation
Bruce and Aaron from Evolve discuss Pipedrive Workflow Automation in their latest podcast episode. Covering: What is Workflow Automation? Real-life examples. 'Stacking' Automations to save huge amounts of time. How far can you take it? Do's and Don'ts Top Tips Spotify:…
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Is there a workflow When Deal is created, if person exists, do x?
I want to fill in a particular custom field automatically only if the person doesn't already exist. I don't think there is a way to do this - but just want to double check. Thanks.
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Automation with different paths
Hey guys, how are you? I've been studying for a few days and I've been having trouble finding an automation that allows me to choose different funnels by selecting a custom field as a trigger. Can someone help me?
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Create Deal Summary / Abstract - For Management Reviews / Approvals
I'm interested in creating a "deal summary or abstract" with the primary terms of the deal that are needed for review and consideration as part of the approval....management wants only certain data, not the entire deal history...and adding a custom checkbox option for approved / rejected / arrange meeting (or even an open…
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Setup , sales strategy and marketing Help
Hi people, I’m new to PD and looking for someone that can help me set up a decent flowing crm and also get me started with some automated marketing ideas. We are a service business so not really selling a product so our PD is very simple. Look forward to hearing from you. Sales strategies + Marketing.
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Follow Up Emails - Same Email Thread
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
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What manual workflows do you wish you could automate?
Hey Pipedrive community, During the past month, my team and I have been working on a tool to automate manual workflows in Pipedrive such as logging data, copy-pasting external emails, and juggling tabs. Reading through the threads here was great to learn about repetitive activities that can be streamlined and how to help…
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Automation: Linking of newly created Deal + Person + Organisation
Hi, Is it possible with the pipedrive automation to link together a newly created Deal + Person + Organisation? So far I have not figured that one out. I look up the existance of the Deal + Person + Organisation via Zapier, and if they don't exist I created them, BUT I cannot link them together and Pipedrive does not seem…
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Automating Marketing Status for Contact Imports via Zapier
Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. In order to automatically mark them as Subscribed, this would need either: * Zapier to have access to edit the field "Marketing Status" * (longer workaround) Pipedrive Workflow Automation have access to edit the field…
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Proofreading and chosing email templates before sending
Hello, Is there a way to have an intermediate stage in the mail sending automation in which we could proofread and/or chose between different models of mail? Thanks in advance
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📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…
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Pipedrive Open Api Automation
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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Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately
Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately I got no answers. Since it is a crucial task for our company in the way we could use Pipedrive I am still looking for an answer. Can someone please advise me to whom I could talk to about it? Or if you have any support…
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Looking for a Pipedrive specialist
Looking to engage with a Pipedrive specialist to setup deal card automations between different pipelines and capture the right data for reporting. We are a SaaS company located in Sydney, Australia and need to capture the right MRR, ARR & TCV on each customer. This would be a paid contract for the project. Thanks in…