I’m automating the management processes, but the automations that I created and started sometimes replicate the action several times, but I can’t explain why. The instant condition is to change the label to the customer , the two next actions, with 2 days delay are the forwarding of a preset email and the creation of an…
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
Hi All, I am new to Pipedrive and have been looking through the community posts on this and been trying my hand at moving a deal from one stage in the pipeline to another but for whatever reason I am unable to get it to work. I have attached screenshot of my automation workflow as it stands. What I want to happen is, when…
I am trying to use the automation feature. When I get my first lead it comes from the same email. then switches to regular email after first automation back to customer. How do I set up automation with same email that comes in asking the same question? more then once? It only executed this one time.
I would like to sync meetings setup in PipeDrive to an Outlook calendars, but not bringing calendar events from Outlook into PipeDrive. Two of our users have sync'd their email to PipeDrive. This results in Outlook calendar events populating as Tasks for the users in PipeDrive. We do not want this to happen. We only want…
Hey team! Want to make your sales work smoother? Pipedrive can help! You can set up Pipedrive to automatically turn new meeting bookings into sales deals. This saves you time and keeps your sales process super organised. How It Works (The Simple Way) Imagine someone books a meeting with you using your Pipedrive meeting…
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 have an automation set up that gets triggered on lead creation - starts a 3 day delay, and then sends a reminder e-mail to the owner of the lead to tell them to either archive it or convert it. I believe I have figured out hat "archive time = empty" is one way to check if it's still there, but is there a way to also…
I am looking to create a date trigger, after x amount of days/weeks/months after a deal is WON (fixed term contract) I want to create an activity to create an activity to set up a call with the customer to renegotiate the contract. Managed in about 3 mins to create an automation for fixed term contracts which were 1 month,…
Hi everyone, I am trying to set a specific start date to all projects created through an automation. I would like this date to be January 1st of the next year. I am only given the option to select a date that is already a part of the components of my automation which includes a deal and another project. Is there a way to…
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