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 manage campagin emails and transactional emails in Pipedrive via automation. Ex: When a user submit a form on my website to receive content, it triggers an Pipedrive automation. This automation create the lead and then send him an automated email. The email is marked as sent instantly. And then nothing.…
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
I want to schedule an action in automation is it possible or just need to depend on wait condition
Hi all, I'm setting up an email automation based on a label that has been changed to "XXX." However, every time Pipedrive asks me for the "Email Template Deal" (Required), it appears empty. Any thoughts on how to override this?
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…
We are using PandaDoc to send our Quotes to customers. We have a very detailed and unique quote for each customer. I would like to automatically update a Deal when all parties have signed the PandaDoc file. Currently I do not see any PandaDoc triggers for Pipedrive. I don't want to pay for 3rd party (Make, Zapier, etc) for…
I tried to tag the deal owner in an automation that adds a note to a deal, but I couldn't figure out how. So, my questions are: Is it possible to tag a deal owner when setting up an automation that adds notes to a deal? If it isn't possible, are there any workarounds? Or does the deal owner get an update when a note is…
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…
I'm running into some troubles when adding a second instant condition. I would like an email trigger to occur when a deal is both tagged with a specific tag, and then also moved into a new deal stage. The tagging could happen at any stage in the onboarding, and this would be too early to send the email. And the tag…
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…
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