We have a number of email alerts set up via Workflow Automation, but they are all currently under my own account. These are internal emails to notify leadership of won deals, and I would really like to be able to have these sent from a shared mailbox. What options or ideas does anybody have about how to set this up? Our…
Hey Sometimes I need to sent task to my user. I need them to send me documents according to my instructions. for example some of them have to sent me an ID and other driving licence. I have to nag and engage them again and again. Do you have an idea how to manage the document completion process in PipeDrive? maybe to sent…
When adding a custom field, I am using the multiple options as a choice, when one of those options are chosen how do I require another custom field to be required?
Hi, I am struggling to turn my dynamic fields into bold font (while leaving the rest of the text as regular) in the body of an email sent via Workflow Automation. Making the field's name bold does not seem to work. Please help! Arthur
Hi there, did pipedrive made changes by the Trigger recently? We had a lot of customers with a trigger by creating a deal. Like: Create a activity when a deal is created in a specific stage. A few customers are importing there data from other tools and in this case the automations are not be triggered anymore. They need to…
I am making progress setting up a few automations. I'm trying to understand which deal (in my case) a running automation is for, and/or what automations fired for a deal? Is there an easy way to see active / history of automations for a deal? (I see I can go into the running automation or history and by clicking the right…
My Automation creates a activity to "call the prospect in 1 day" I ran the automation today and the call showed on my calendar however not on the Contact page. I was hoping to go to the Lead contact page and see the email that was sent and the activity for tomorrow. Is this an error or does the automation not populate…
I've set up an automated workflow to send an email to the deal contact email when the deal is moved to a specific stage. The workflow is triggered by any user, but the email is always sent from my email address. They all have their email sync configured to their own emails. How can I configure the automation so that the…
I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
Hi, i have created some E-Mail Templates which i would like to use in automations and would like to insert a Field of when the deal was initially created. But i do not see any default field besides Title, Owner, Value etc... Any ideas?
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