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Stop Email Sequence When Contact Responds (...workaround???)
I'd like to setup a flow so that when a deal is moved into a new deal stage, an automated email is sent (email 1, 2,). BUT, I'm looking for the advice on how to stop the sequence when there is a response from the prospect. Open to feedback on ways to do this with workflows within Pipedrive, Zapier, or combination of the…
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Assigning Qualified leads to AE/CSE and having them notified about it.
Hello, I tried to set up the option to assign qualified leads to Account EX or CSE and get them notified about it, but I could not find it. And it is urgently needed but not possible. Especially when you have various people working on generating and qualifying Leads like Lead Generation Teams & DDE Teams ,then want to…
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Note Template Workflow
Is it possible to create a workflow automation that will insert a note template when I write a keyword in a new note. For example, I would like a list of questions to appear that I want to make sure to ask in a discovery call when I write the word "discovery" in a new note.
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Automation: Change stage of a deal to the former one
Hello, community. I'm trying to set up an automation that automatically changes the stage of a deal to the former one. * Here's the initial situation: • A deal will manually be moved from stage 1 of phase 1 into stage 5 of phase 1. • An open activity will be automatically set up that is connected with that deal. * Now I…
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Email Automation - email to be sent from user email
Hi there, We would like to create a Sales Team Email Automation that; - if the team members moves a deal in the pipeline - it sends an email from that users email At the moment, we can only do these two things; - Create a worklow in admin that triggers for all users, but comes from admin email or - Create these same…
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automated an email
Can i organise an automatisation that send an email every year for a birthday? i explain, when i add a customer in my contact, i also add is birthday date. From that point when i add the date, is it possible to have an automatic email send for that precise date every year? Thanks - Phil
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Automation to move deal to next stage after email send
I'm looking to make an automation that would make the deals move forward in the pipeline when we send an email to the person linked to the deal, is that possible? Workflow would look like this: 1. We send an email to person A linked to the deal (automated or manually sent email) 2. Deal moves in pipeline from stage B to C…
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Update Lead Value WIth Workflow
I need to update the lead value field using a custom field from the person object. For some reason though the lead value only gives me the option to set a specific value when creating a workflow. Is there a solution for this?
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Email Tracking automated Follow up
Hi! I'm looking to build a workflow that sends an email every time a lead is created —> delay 2 days —> check if they opened the first email ——> IF yes then stop. ——> If not send a second email Is that possible? Thank you!
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Workflow automations with the action "send email"
Hi All! Ok so the scenario goes: I am setting up an automation - eg. if the deal is updated send an email to "XY" As I am the one setting the automation for the team, the automatic email from Pipedrive comes from my email address. Is there a way to change it? So I am not the sender? Maybe add a different, general company…
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Feature Request Workflow Condition
currently you can't create a workflow condition like deal "contains product" or "product is". We would like to initialize some custom fields when a product is added to a deal. This would really be next level for us. Looking forward to hear from you. Cheers Holger
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Will Pipedrive automation be triggered by a spreadsheet import?
I have about 500 leads and would like to apply the automation feature of Pipedrive to create deals then move it into a new stage but would need to import it to the Pipeline through a spreadsheet. Will that trigger the automation or only manually added deals can trigger it?
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Notify via email of a click through via Campaigns
We are currently using campaigns. The email via campaigns is sent via a standard email address (i.e. sales@domain.com) We would like the owner of the lead/deal to be notified if the recipient clicks through the email.
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How to change the statut of all deals automatically?
Hello, I'm looking for a way to change automatically a statut of a deal when I found an email. I only found to change of one deal not to impact all the deals. Do you know how to do it? Thank you.
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Two enhancements to the Workflow Automation module!
Hi guys - yesterday Pipedrive officially released two enhancements to the workflow automation module: delays, and execution history 🏆 We've been using both as Beta users, and now that they're out in the world - I shot a short tutorial on how to use both. If you have any questions or feedback, please feel free to ask! 🤗…
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שדרוגים למודול האוטומציות של פייפדרייב
הי חברים - פייפדרייב שחררו אתמול שני פיצ׳רים חשובים למודול האוטומציות, Workflow Automation . הקלטתי הדרכה קצרה שמדגימה את השימוש בפיצ׳רים החדשים - כולל דגשים שחשוב להבין. ההדרכה כאן, בקבוצת פייסבוק שלנו, תהנו!…