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How do I Email Multiple contacts in a Deal with Workflow?
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Send data from contact to deal
I would like to create an automation that sends info from a deal's (or lead) main contact to the deal itself. We collect UTM data on contacts and need that to be associated to the deal (or lead) itself. I am having an issue getting this to happen in automation. Has anyone successfully gotten this to work?
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Send selected Contact(s) an email when New Note added with Note Details
My coordinator works in a different CRM from Pipedrive. Her CRM is closed to any API or integrations. I am wanting to send my coordinator an email from Pipedrive when I add a New Note or when I add IN the note "@name". Have not had much luck this morning with the workflow. Has anyone created a workflow for this type of…
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Post clickable deal URL to Microsoft Teams Channel
Hi everybody, I have a workflow which sends messages to a teams channel. That is working fine. I would like to include a clickable URL of the deal in order to easily open it from Teams. I have tried with HTML. That doesn't work. You can see the results below. Anybody got an idea on how this could work? Teams posting HTML…
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Field Birthday
There is no field barthday date in peope file thal allows to create an automatation to send mails in birthday days of our costumers. I create a manual field but automation is not possible with date fields
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Asking for Advice: Outbound sequences using Pipedrive
Hi I am exploring the capabilities of Pipedrive to help automate certain tasks (i.e. if a customer has not responded to my email, send a follow up message). Curious to hear how people are leveraging this tool for outbound cadences. Thanks in advance!
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Workflow Automation Based Off Time
Hello, I am new to PipeDrive and I am trying to setup workflow automations for my sales process to trigger automatically based off time. For example, one of my stages is Quotes Submitted and I want it to move to the next step 30 Days Since automatically and then to another stage of 60 Days Since automatically. Is this…
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Is it possible to automate a reminder with a condition when "the deal hasn't registered any changes"
When a deal gets into a stage, I want to set up an automation so that, after x days, if it hasn't registered any changes, it sends an alert to Teams or email. I set the trigger to stage change, that's ok. I set a delay for x days. But... I don't know how to set the condition of "it hasn't changed": no new activities, no…
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Automated email once deal has been won (though there needs to be a delay)
I'm looking to set up an automation which will send a follow up email to users for a feedback call after say 30 days of the deal being marked as won on Pipedrive. I can't find a way to add a time delay with the Workflow automations, can anyone let me know if this is possible? Thanks
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Workflow Automation-- Sending an email from the current thread. Asking for advice.
We would like to set up an automation that causes an email template to be sent to the Deal Contact Person once a deal reaches a certain stage. It is important that the email be sent within the thread reflected in the deal. How can we make this happen? If there is not a native integration, would love other ideas for…
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Workflow Automation Condition: Activity marked "DONE", now move to next step - ISSUES
Hello, new to Pipedrive. Building Workflow Automations and trying to space out the activiites. Ideally, once I mark Activity #1 as done, then the next Activity would be created/scheduled. Without this, all activities just load, and if I setup an EMAIL in the workflow it goes out at the start which is not what I want. Any…
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Reopen lost deal after 3 months
hi, I would like to create an automation that reopens a lost deal with a specific lost reason after a certain amount of time - is that doable and can somebody help me with how I do this? Workflow: A salesperson marks a deal as lost til the relevant lost reason --> The deal is removed from the pipeline --> After 3 months,…
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Help, want to regroupe several conditions in the same place on the workflow automation
Hi, For some of my automations, I have a lot of possibilities and I would like to regroup it in the same condition list so I can save time. Here is an example : When a prospect is created, I want to schedule an activity if the owner of the prospect is one of my sales team but not if the owner is from my care team. Today, I…
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Reopen lost deal after 3 months
hi, I would like to create an automatation that reopens a lost deal with a specific lost reason after a certain amount of time - is that doable and can somebody help me with how I do this? Workflow: A salesperson marks a deal as lost til the relevant lost reason --> The deal is removed from the pipeline --> After 3 months,…
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How to add an attachment to a email automation
Hi is there to add attachment files to email automation?
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Aktivitäten automatisch schließen, wenn Deal verloren
Hallo liebe Community, der Titel sagt eigentlich schon alles. Ich möchte gerne alle offenen Aktivitäten in einem Deal automatisch schließen, wenn dieser besagte Deal auf "verloren" gesetzt wurde. Ist das möglich? VG Dennis
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DUPLICATES: How to merge leads to a single person just considering the "email" of that particular pe
I have thousands of duplicate persons on my Pipedrive and I need to merge them into a single one, with different leads on it. How can I automatically merge them considering a common personal email? Also, is there the possibility of having a report of the duplicates? I have different funnels and I need to manage if some…
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Workflow Automation.
Hi! Five months ago I asked if I can change the set-up of the workflow automation, like if I win a deal and I want to send an automatic email but only like 1 or 2 weeks after the deal's won. I was told that your team was working on it. Is it possible now? Thanks.
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Pre-Populating the contact form on the event scheduling page
Hi guys, im using Typeform to collect info and create a deal in Pipedrive... I want to then send the lead directly to the event scheduling page and want to have the contact form prepopulated or skipped utilizing a dynamic link... For example, this link below skips the contact form in the schedule once making it easy.…
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Generated call list
Is there a way to auto-generate a call list for the sales team each day, from contacts not contacted in a period of time? My goal is to have a list for the team each day and once a call is finished pipe drive automatically gives them the next customer
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How to Run Reports
Hello, I'm fairly new to PipeDrive. I want to run reports but they are not customizable as I thought they would be. I want to be able to pull from my customizable fields from my database. Learned from Support that you can not truly customize reports. You can't draw information from Leads. you can only get information from…
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Create a Calculated Custom Field (i.e Commission custom field)
It would be very beneficial to have a calculated custom field. For example, it would be nice to automate the calculation of commissions. Here are the custom field calculations that I have in mind: [Commission Type] * [Deal Amount] * (Depending on the Commission Type selected, it calculates different percentages)
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Pause auto-emails on weekends and public holidays- possible?
I'm wondering if it's possible to do this for emails sent via workflow automations. It doesn't look like it is but it doesn't look professional in my business for a client to receive an email on these days.
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Change Calendar Color (with Workflow Automation)
In my work calendar, I like to distinguish internal calls vs external calls by color coding (i.e., change any meeting with an external party to orange). This allows me to quickly see which events I need to be most prepped for, which events can't be late for, which events have flexibility to move, etc. I don't think…
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Automated email - multiple email addresses needed
Hi All, I'm trying to setup a workflow that will automatically send an email template out when a deal stage is changed. Problem is it appears I can only select from a few options. There are multiple emails that I need to be CC'ed on and I'm hoping it can automatically pull from certain fields. I'm in the mortgage business…
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Looking for a Pipedrive consultant
I am looking for a Pipedrive pro/consultant to help me customize to my business. Please send me your
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Workflow Automation Time Field
I would be a great addition to the Workflow Automation to be able to delay an action by minutes, hours or days when it is triggered. For example, sending an email out 1 hour after a deal is created rather than have the default be immediately.