-
Removing activities using automations
I'm trying to figure out how to delete activities if a deal is moved to a different stage in a pipeline. Currently I have automations set that create activities when a deal is added to a particular pipeline stage, but based on. my business, if a deal moves to a different stage, a different set of activities is required.…
-
Hello. I have question about phone calls automation
When customer calls me from : * From my website (organic/google ads campaign) * From other marketing channel Can i make that customer number to be send automatically to my Pipedrive account ?
-
WFA reordering
Hola, does anyone have a workaround for reordering WFAs rather than having them display by creation date?
-
🚀 5 Time-Saving Sales Management Tactics to Help You Scale Your Process
As your business grows, so does your need to juggle a larger number of tasks. From balancing strategy, delivery and keeping your team motivated, there are plenty of challenges to maintaining growth. And that got us thinking. What are 5 actionable time-saving tips you can use to scale your process? Here’s what we came up…
-
Proprietà contatti in base al comune
Buongiorno a tutti, ho la necessità di creare un'automazione che mi permetta di assegnare la proprietà dei contatti in base al comune degli stessi, qualcuno ha già affrontato qualcosa di simile? Idee? Grazie mille Alessandro
-
Automation + Marketing Status
Is there a way to create automation to send out an email or set of emails when someone subscribes to our marketing? And can we Create Automation to change the marketing status to Subscribed through a website form?
-
Avoiding the Junk Folder
I love the drag and drop editor and the ease of campaign set up. However my tests AND my mails are all going to junk. Any tips on how to avoid this? We are a B2B privacy software run by lawyers so our content normally doesn't have any spam triggering language. Suggestions?
-
Workflow automation: recreate won deals
Hi! I've spent hours looking for a workaround for the following problem. I'm trying to automate a routinary process. I created 3 funnels of a pipeline: * To contact weekly * To contact monthly * Contacted The idea is to have lots of deals in the 1 funnel and lots in the 2 funnel, make sure to move the deals to 3 funnel…
-
Need help and guidance with Best Practice(s).....
HI, we are new to Pipedrive and have a couple questions: Background: we have a long sales cycle, and typically send 'samples' to clients long before we 'close' a deal (so, we need to followup with the client inbetween the sample sending and order stages). * What would be the best practice for logging efforts like 'sending…
-
Workflow automations for multiple pipelines - how to?
Hola, new user here - how would I set up WFA for multiple pipelines? Are the WFAs pipeline-agnostic or can I set up automations to only operate in some pipelines and not others? I'm thinking of emails triggered when person/deal moved from one pipeline stage to another, but these would have different email templates…
-
Automatische Termin-Erinnerung
Guten Morgen, wir brauchen eine Funktion zur automatischen Termin-Erinnerung an die Teilnehmer des Meetings (insbesondere unsere Kunden). Use Case: Wir planen einen Kundentermin als Aktivität in x Wochen und möchten einen/zwei Tage vorher eine automatisch generierte E-Mail als Erinnerung an den Kunden senden. Diese…
-
mehrere Empfängerkreise
Ich habe ausschließlich B2B-Kunden. Diese sind aus unterschiedlichen Bereichen und somit für Marketing E-Mails auch unterschiedlich segmentiert. Nun kommt es durchaus vor, dass eine Marketing E-Mail für mehrere Segmentierungen interessant sein könnte. Deshalb fände ich es gut, mehrere Empfänger (gefilterte Kontakte)…
-
Liikkuuko teillä kaupat koskaan putkesta toiseen? Tässä siihen vinkki!
Ajattelin heittää tällaisen pienen automaatiovinkin jutusta, joka tulee usein vastaan kun käytetään useampaa kuin yhtä putkea - ja erityisesti, jos kauppoja kopioidaan putkesta toiseen. Ongelma: Teillä on Pipedrivessa myyntiputken jälkeen projekti/tuotanto/asiakkuudenhallintaputki, jonne kopioidaan aina voitetusta kaupasta…
-
Email Solution other than the default Pipedrive system
Hey Guys! Does anyone have a better solution for the automation emails when moving a customer between stages. The Pipedrive email system seems dated and basic, but I have tried others and can't seem to find an automation email that's does the job. I keep having to include an unsubscribe button, even though the email is…
-
Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as
Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as done" the email activity manually. Is it possible that the email activity would mark itself as done, as soon as the email is sent to that lead?