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What's the best way to link contacts and organizations in a mass import?
Importing about 3000 people using an excel sheet. At the moment it's looking like I'm going to have to import organizations and contacts separately and then link them manually one-by-one. Any ideas on what could make this easier?
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Create Deal (Lead) from email
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
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How to create new customer automation
I'm trying to set up a workflow automation that works as such: Trigger: New organization created. Condition: Organization must have at least 1 won deal. Action: Person assigned activity to reach out. I set it up but cannot get it to work. Does anyone have suggestions for a different way to do this? The only issue I can…
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Is it possible to get data alerts from Pipedrive to email and/or Slack?
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
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Automations not available
Hi All, we have the Business subscription level and I have Admin role level but I do not have access to Automations? Is this something that needs to be set up if so how please?
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Can anyone please provide me with some useful automation's,
Can anyone please provide me with some useful automation ideas based on deals and organisations please? Ideally that don'r require a 3rd party integrator? Many thanks!
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Any third-party tools to make follow up email automations be linked to the original email?
I recently set up email automation to automatically send out follow-up emails as I move my deals through the stages of my pipeline. However, I would like these emails to be connected to the original email I sent out (in the same email thread) as I've experienced that my reply rates improved then. I checked with the…
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Having Trouble With Lead Automation
Hi Everyone, I'm trying to set up an automation for my team. In its current state, after a lead is pushed into Pipedrive, we have an activity automatically created for the assignee to contact the lead. What I'm trying to do is set up another activity to contact the lead again after 1 day if the lead is still a lead and not…
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עדכונים לשפה העברית
האם יש פיצ'רים ו/או עדכונים לשפה העברית כמו כתיבה מימין משמאל
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Using Automation
I am just getting started using automations in pipedrive and would love a recommendation on if there is one automation we could use what would it be?
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Export Automation History
I've set up an automation that creates a note when the expected close date has changed. We want to track what deals are slipping. The next step for us is to be able to visualize this. How can we export a list of notes that only contain this information?
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Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
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Can I have 2 instant conditions that are different
Context: I'm using automations to send a thread of 3 emails when a user is created. however, there are a couple of things that should happen in between emails. step 1. user is created --> send email template 1 1.1 user answers email --> create lead - stops emails Step 2. user doesn't answer email #1 --> wait 3 days and…
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Thread in automation email
Emails sent by automation do not thread and create a new threat each time an email is sent. How can I create a thread while keeping automation ?
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How to fill multiple choice fields automatically
Hi all, we are selling multiple products and would like to add them to the org so that we have an overview about all products sold to a specific customer. It can happen that a customer is buying multipe products in one deal or is expanding their products over time. Therefore we would like to track products bought on an org…
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Notes not visible in DEAL
We have a team of 4, each member of the team creates DEALS and attaches a relevant company. These notes are visible to all deal members in the DEAL section, but in my instance of Pipedrive, I cannot see these Notes, I can only see them when I link into the COMPANY. I need to be able to see the notes in the DEAL, so how…
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Workflow automation - Creating activity
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
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Copy Automation & then change Trigger?
I'm just getting started and have some automations that I want to build. I have an automation that I can to copy and then change the trigger (e.g. deal create from deal update). Is there a way to do this? I'm thinking no :(
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Email rotten deals
Is there a way to set up an automated email to send the customer chasing it up. For example, a deal hits 14 days and becomes rotten an email through Pipedrive or a plugin then email the customers asking if this deal is still active or for an update.
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How to trigger lead label update when meeting is booked in Calendar
Hello all So my desired workflow is as as follows: Customer completes leads form with qualifying questions (using pipedrive web forms) The system will create a contact and a lead If the customer answers does not qualify, the system will send a "Dear John" letter, and will archive the lead If the customer answers do…
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How can I create a custom trigger in Pipedrive to trigger automations?
I would like to create a custom trigger which would then send emails various timelines once a parcel is delivered to a contact. How do I do this?
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✅ Email Domain Authentication
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. Domain authentication is about security and deliverability, as it helps you protect your brand's reputation and helps your emails…
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Tracking consultant placements
Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
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Projects : Find/Create/Update integration through Zapier
Hi @Mike van der Valk , tagging you as you appear to be Projects PM, Do you have intention and timeline as to when we could find/create/update projects through Zapier? Thanks, Luke
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Propose Time link added to a shared e-mail template
How do you use Propose Time in a shared e-mail template. Right now when my partner uses the template in question, the Propose Time function will check my calendar and add a meeting in my calendar, not the sender of the e-mail. That is problematic and a consequence is that we would have to change our shared templates from…
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Workflow is not creating the activity in the lead
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
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How to trigger workflow when meeting is booked in Calendar
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
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why was the field clearing feature removed?
until last friday, it was possible to clear a deal field completely in automations. the workflow builder even showed a confirmation: "if you leave this field empty in this action, the field will be cleared, are you sure you want to continue?", and if that was not the intended result, you could simply go back one step and…
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Include email signature of a user to the Automation emails
Hi, I have an automation that when a deal has been moved to a different stage, it will send an email. However, when it sends a message, it would only send the body of the email template and it does not include the user/sender's signature. Is there a way to include the user/sender's email signature on this automation? Thank…