Getting started with automation in Pipedrive can be tricky if you’ve never set up a workflow before. Often clients we work with aren’t sure what’s even possible. Here are 10 actual automations from my own Pipedrive account to show you what’s possible. Hope this helps if you're not sure how to get started!
It is great to be able to sort multiple column views with the shift key but it would be great if these could be saved as part of a filter. I track a lot of leads and would like to be able to quickly view them prioritized based on multiple fields (my priority, value, last updated etc). Can field sort be added to saved…
Hi, Pipedrivers! Are we able to when the task (activity) is update or created do an condition or an action in the same automation ? I want to avoid duplicating my work. Ex: If an activity is updated and contains the word: CLUB, then update all these fields. AND if an activity is created and contain the word: CLUB,…
Hello, I currently mark my clients on the deals list based on their time zones and manually apply labels (such as PST/CST/MST/EST/etc) according to the location of the business which I'm contacting. This process is quite time-consuming. Is there a way to automate this process? Specifically, I am looking for a method to…
Hello, I imported 40 contacts into Pipedrive using an Excel document. In the Excel doc, I created a custom data field to be imported with each contact. I mapped it on the fields during import. However, when I check the individual contacts, the data field is there, but the content is not populating for each contact. Also,…
Hi everyone ! I manage campagin emails and transactional emails in Pipedrive via automation. Ex: When a user submit a form on my website to receive content, it triggers an Pipedrive automation. This automation create the lead and then send him an automated email. The email is marked as sent instantly. And then nothing.…
I would like when my automation is triggered, to incremente the no.X. So if last week it was "IMP SN Week no.12" … the automation triggered this week would be "IMP SN Week no.13" Thanks 😀
Hi! May you can help me to build a simple workflow that send to an creator of a deal an automatic mail when an OPEN Deal hasnt got a new activity for 24h? Thanks for help! 🙏 Christian
Our org has been using Pipedrive to track the sales process. We love it. However, after we mark a sold account as "WON", is that the end? Can we create a new pipeline and move the WON account into a new ACCOUNT MANAGEMENT pipeline? Please advise and thanks in advance! KEvin
Hi All, I was wondering if anyone else has an issue with 'wait for condition' in their automation with them being to short. With a max wait time as 5 working days (or 7 including weekends) i personally think this is too short. For my automations, sometimes i need longer than the max time for my automations to work. I…
Hi, We are using the Pipedrive API to gather statistics on emails synchronized with the CRM. Unfortunately as we have global customers, we discovered that emails with Chinese characters in the subject line could not be synced, which render our statistics useless. Is a short term bug fixing possible, where for examples…
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