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Generated call list
Is there a way to auto-generate a call list for the sales team each day, from contacts not contacted in a period of time? My goal is to have a list for the team each day and once a call is finished pipe drive automatically gives them the next customer
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DUPLICATES: How to merge leads to a single person just considering the "email" of that particular pe
I have thousands of duplicate persons on my Pipedrive and I need to merge them into a single one, with different leads on it. How can I automatically merge them considering a common personal email? Also, is there the possibility of having a report of the duplicates? I have different funnels and I need to manage if some…
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How to Run Reports
Hello, I'm fairly new to PipeDrive. I want to run reports but they are not customizable as I thought they would be. I want to be able to pull from my customizable fields from my database. Learned from Support that you can not truly customize reports. You can't draw information from Leads. you can only get information from…
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Change Calendar Color (with Workflow Automation)
In my work calendar, I like to distinguish internal calls vs external calls by color coding (i.e., change any meeting with an external party to orange). This allows me to quickly see which events I need to be most prepped for, which events can't be late for, which events have flexibility to move, etc. I don't think…
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Pause auto-emails on weekends and public holidays- possible?
I'm wondering if it's possible to do this for emails sent via workflow automations. It doesn't look like it is but it doesn't look professional in my business for a client to receive an email on these days.
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Automated email - multiple email addresses needed
Hi All, I'm trying to setup a workflow that will automatically send an email template out when a deal stage is changed. Problem is it appears I can only select from a few options. There are multiple emails that I need to be CC'ed on and I'm hoping it can automatically pull from certain fields. I'm in the mortgage business…
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Looking for a Pipedrive consultant
I am looking for a Pipedrive pro/consultant to help me customize to my business. Please send me your
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Create a Calculated Custom Field (i.e Commission custom field)
It would be very beneficial to have a calculated custom field. For example, it would be nice to automate the calculation of commissions. Here are the custom field calculations that I have in mind: [Commission Type] * [Deal Amount] * (Depending on the Commission Type selected, it calculates different percentages)
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Auto-update deal stage based on activity marked 'done'
Is it possible to create a workflow automation that is triggered by an activity being marked as done that automatically moves the deal associated with the activity to a new stage in the deal pipeline? I tried building one, but it doesn't seem to work.
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Is it possible to set up a workflow automation with "email received" as trigger?
Desired workflow trigger: When email received on any deal that is in X status and/or Y pipeline, do Z The action could be: * send notification * update deal status (eg move automatically to a more active status) * whatever else
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Workflow / Dates / Notes
Hey there, we have a custom field that uses the date range that we use to see how long a customers subscription is valid for. We also have a workflow that automatically creates a new deal and a note in that deal that is supposed to tell us the end date of that last subscription. Somehow this doesn't work and instead of…
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Are there any plans to add a sorting option within Workflow Automation?
We have been adding automation and trying to use a naming convention, but it is still cumbersome as the list of automations grows. It would be great to be able to 1. drag and drop to organize. OR, 2. be able to organize in alphabetical order. This would be a HUGE help. Is this on the list for future development?
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Send an email when a new lead created
Hi. The pretty easy task turns into spending hours. I want to inform myself each time lead is created. I am using Automation Workflow, "Lead Created" trigger, and "Action - Send email using template". I have created a new Template and wanna use it. But there are two required fields that I don't need. Anyway, even though I…
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Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?
Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?