We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
Pipedrive’s native workflow automation builder is great (and I use it a lot). For example, when you move a deal to a new stage, you could automate sending an email/campaign or create an activity for the deal owner. But sometimes you need a more powerful automation tool like Zapier. For example, if you want to trigger an…
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!
Can i send a webhook 1 hour before an activity is due ? I see that i can run automation for only X days before and at specific time :) I dont understand why Pipedrive made automations if we HAVE to choose time to run.. this is no sense..
I operate Pipedrive as a language school Our business is operating by lessons (online appointments) Right now we use Cronhooks for scheduling but im thinking to move over to Pipedrive.. I can see in Pipedrive's custom fields there is either date or time.. what if i have 12 types of appointments and i want each one to run…
Hi, I'm trying to build automations around creating invoices based on products in a Deal for the case where it's a project that's split into multiple invoices based on milestones. I can capture this in Pipedrive using either Installments on the Products listed in the Deal or via Payments on the Deal. I can't find…
I want to print labels for several customers for a mailer. Is there a way to do this directly from Pipedrive?
I have a Pipedrive automation that send information to an external app through a webhook. Until now, it has used key-values, but it needs to use the raw format. The following body sends the literal value "{deal.title)" instead of the title of the deal. How do I send the title of the deal instead of literal text?
This sends "{deal.title)" to the nm field of the destination, but the intention is to send the value of the specific deal that initiated the automation. Is that feasible?
We use WebForms and Email Automation as part of our prospecting. We have three WebForms set up and each one then has a seperate email automation. The automation is for the prospect to be sent an email once they have filled in a form. Its very simple. But we are having issues. The automations work sometimes, but not always.…
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
Hi guys, I am new to this and am struggling with some automations. Basically all I want to do is when a deal is marked as lost. wait 90 days and then re-enter a pipeline again as a deal so I can repeat the sales process. I can not seem to see "Move deal to stage" or "Move deal to pipeline". Any help would be great! thanks…
I have a separate column with the phone type, but I do not see a way to use that value to change the phone type. Will pipedrive know what it means if I just try to shove it in the phone number with a comma? or just map them both in the same field?
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