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!
Hi everyone! I'm a bit stuck with setting up automations in Pipedrive and could really use some guidance. I run an entertainment business and need a simple setup (or at least I think it’s simple). Here’s what I’m trying to achieve: Event-based automation: I want to set an event date in the calendar and have automations…
Dear Community, I have a question related to automation, How can i automate any deal created in Pipedrive it get automatically be removed in the lead list? Any help would be highly appreciated.
Hi there - wondering if someone has come across this and has advice. I have an automation (several actually, but all similar) set up with a Date Trigger. Specifically set to run 1 Day After the Date Field (e.g., 1 day after Last Connection Date). Idea being to create a reminder activity to reach out. Thing is, it never…
Hi everyone! 👋 I’m working on a new platform https://smartlyze.pro/ that brings your data from different tools into one place and lets you interact with it seamlessly through an AI-powered chat assistant. Here’s the idea: Imagine having data from your CRM, email campaigns, task management tools, and calendars all in one…
Hi, How can I compare if the expected close date is before today? If it is a date in the past. Can't see the option… Thanks!
Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
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…
Are you considering allowing automations to work with the import function? For example, uploading a list of deal IDs to trigger specific automations. Currently, bulk edit triggers automation, but bulk import would be more efficient for high-volume tasks like assigning products to multiple deals. e.g. I have 3 products that…
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…
Trigger: are 3 specific custom field in a deal filled? Actions: If yes: Move the deal to another stage. Send an email. The Issue: I want the email to be sent by the deal owner. I'm using a template (not ideal, but I haven't found another solution), which references the sender’s signature, as this includes a link to the…
It looks like you're new here. Sign in or register to get started.