Hej. I listan för affärer så skulle jag vilja göra ett filter för att få ut vilka som har öppnat mina mejl respektive de som ej har öppnat mejlen jag skickat. Jag har en fas med gamla kunder som jag kontaktar och jag vill rensa/städa den då vill jag lägga dessa gamla kunder i två nya faser beroende om de öppnar mejlen…
Good evening Pipedrive Community, we have the challenge that we want to create an automation that look into the projects and if a task is checked as done with a defined title, it create a new activity in the project. Is it possible? We look into the Automation Dashboard and only see Projects or Activitys as Triggers but no…
Looking for a way to delete spam contacts. Website form feeds into leads inbox. Lots of spam, looking at ways to minimize it but with AI things have gotten pretty difficult last year or so. I'd like to be able to automatically delete the contact when deleting a lead. If I convert to a deal it still triggers lead deleted so…
Howdy folks! I'd like to implement a long-term follow up sequence for deals placed into my "Long Term Follow Up" stage. These folks are interested in our service but aren't ready to move forward now. Once a deal enters this stage, I want to queue up a whole bunch of phone call follow up tasks, emails, etc. I know I can…
Hey, can anyone tell me why this final step of my Workflow wouldn't be working? Basically, if a link is not clicked in a previous email sent, I want it to create an Activity with a Task within a deal. This is how I've set up the final step - any help would be greatly appreciated :)
Hi, Is there any user settings that an admin can configure so that users who create a deal can add products but cannot change its price (or to reformulate not have the ability to set custom prices as defined in your article https://support.pipedrive.com/en/article/how-can-i-link-products-to-a-deal) Kind Regards
As you can see below, I want to 1. whenever I send additional email for that deal (I use the batch email function from deal page) 2. Move the "deal" to "Contact Made" status regardless of where the deal was before. But it doesn't seem to be working. Help?
Hi, is there a possibility to create an automation to merge two deals based on data in custom field? Deal 1 is named: Best Company with custom field "VAT ID" = 123456789 Deal 2 is named: The Best Company with custom field "VAT ID" = 123456789 How do I merge them? The trigger is creating new deal and then check if the value…
Hi, I'm trying to set up an automation that overwrites data from a store custom field to an organization custom field. The problem is that it overwrites the data and the passing data does not remain. I thought I had an idea how to solve it trigger: deal has been updated condition: if the custom field of deal "A" is filled,…
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
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