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Timed automated workflows in Pipedrive
Hi everyone, I was wondering if any of you had a solution to a workflow automation I'm trying to set up. I would like to set up an automated email sent to the customer 30 days after the deal was set to won. The email contains a google form doc asking the customer for feedback on the service. I can set up a simple trigger…
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5 tactiques de gestion commerciale pour gagner du temps
Que pensez-vous de notre liste? Y a-t-il autre chose que vous souhaiteriez ajouter? 🗣️💬 À mesure que votre entreprise se développe, vous devez jongler avec un plus grand nombre de tâches. Qu'il s'agisse de gérer la stratégie, la mise en œuvre ou la motivation de votre équipe, les défis à relever pour maintenir votre…
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Delete Activity when Deal is Lost/Deleted
This seems to be a very logical workflow. When a deal is deleted, you no longer need the associated activity. Is there a way to delete the activity of a deleted deal? (Without using Zapier)
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How can I use automation to automatically send emails based on time since deal created?
Hi, How can I set up a workflow to email prospects based on time since the deal was created? Prospects can sign up for a trial of my platform. When they do this a new deal is created in Pipedrive and I send them an intro email using workflow. I would like to extend this to send them more emails based on a schedule of…
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Does anyone know a way to automove DEALS to a new stage based on a date, or passage of time?
For example, if a DEAL has been sat in a stage for the rot time of 2 days, can i automove it to another stage? Any workaround ideas are eagerly received.
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Wrong label notification on slack
Hi, sometimes my label notification "fonte" is coming wrong on slack. I think it is a integration error in this label. Someone can help me?
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Mailchimp Integration
Hi guys we are looking to set up an email drip campaign via MailChimp, but we want to integrate this with the Pipedrive CRM. Right now the only documentation i can find is sending leads from Pipedrive to Mailchimp, not vice a versa. Any leads on this?
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Create activity only if deal left in stage for x days - no way to add delay or refer to existing act
Our Deals move through pipeline stages automatically as things happen on our platform (via API). I want to create activities on the deals if they do not progress onto the next stage after a certain number of days. eg: * If in stage X for 2 days, create activity for deal owner to Y. However the only triggers are if…
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Suggestion for workflow logs
Hi, An access to logs of workflow executions would be very very appreciated to be able to debug them. Even Pipedrive support team would love to have it. My proposal: * A raw log in csv format fed by actions which could be available from the admin pages (beware to use ';' and not ',' as there are plenty of ',' in texts) * A…
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Trigger when deal is on a certain stage and send an email
Hey, I need help with Pipedrive automation, as I'm trying to send an email whenever a deal enters a certain stage it sends the same email again whenever I change something in the deal (fields for example)
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Monthly change in same deals' values
Does anyone know how to get the change in value of all deals using Postman? I want the values at the end of a number of given months (since the value of deals change during negotiations). I've been playing around with it since morning, but since I'm not a developer it's hard to get my head around some concepts! I need to…
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is it possible to set an activity to be triggered x days before a date created in custom fields? an
is it possible to set an activity to be triggered x days before a date created in custom fields? an example would be I have a home purchase closing on September 25th, and I would like to set up my workflow to create a follow-up activity automatically 5 days before the close date on all purchases. this would be amazing!