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!
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
Hi all! I have an automation for deals update reminder. This automation sends a reminder e-mail to users for their deals that have not been updated for 15 days. I recently learned from support team that it is not possible to create an automation to send a reminder to users for all of their deal records that have not been…
We have a need to be able to use Products in automations. It appears that currently this is not possible. Is thare a way / workaround to be able accomplish for example following: trigger: Product is selected / updated → Update Leased / sold product (modified filed) Please enable the use of products in automations. I am…
Due to the sales structure in our organisation , we need to synchronise all contacts to mobile devices. So we can see who is calling and / or messaging.
I am looking for some suggestions how I can manage my products and link them to deals. Most of my products are monthly recurring, so I set a monthly recurring price for each product and the default billing frequency is set to monthly. My issue is if the customer choose to pay annually, My sales team can update the billing…
After sending in email in bulk to my contacts, can an automation be set up to request a response if the email doesn't get a reply within a set number of days? I've been playing with the automation feature but it seems a deal needs to be created. I'm not trying to create a deal, just need a response back on the email. Am I…
My automations are sending emails to contact of a deal in pipeline. Mail is sent and it's linked to contact. Problem is that in history of deal sometimes I see email and sometimes I do not. I checked deals and contacts, and can not find any pattern why is this happened. I also checked support page with title "Why are my…
I would like to create a custom field (which I have created the field itself), but I need it to populate based on the last user in our org who touched an open deal. The team today does not updated "lead owner" each time the deal is manipulated, so that field cannot be used. We'd like a record of who last touched each deal…
Hi! I am in the process of creating an automation that has the purpose to be triggered when an Organisation Owner is changed so that Contact Owner on all Contacts linked to this Organisation has the same new Owner. I have created an automation for this (see image) but as the step of Action I am forced to fill in the field…
We're launching the first version of our platform that speaks your business language. Ask questions like you're talking to a colleague and get instant, clear answers without clicking through multiple screens and dashboards. Beta Features: - Pipedrive data integration - Natural language queries - Instant business insights…
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