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Copy field value to new custom field
Hi. Once we win a deal I want to copy the deal value to a custom data field and automate that step. Has anyone been able to figure out how to do this? It appears I can only enter a number and have it copy a value from an existing field.
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💳 Campaigns: Subscription and Billing
Use the slider to select the number of contacts you would like. The more contacts you choose, the cheaper the cost per subscriber overall. ➡️ See here how to pick and change your subscriber tier and perform an account review. 💡 Learn more about Campaigns: * with our Academy Course | Email marketing 101: How to be…
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파이프드라이브 워크플로우 예시: 특정 조건 충족 시에만 활동 생성하기
질문: 특정한 조건이 충족될 때에만 활동이 생성되게 하고 싶어요. 답변; 워크플로우의 '조건' 을 통해 특정 조건이 충족될 때에만 액션이 진행되게 세팅할 수 있습니다. 활용 예시: * 거래 라벨이 'Hot'인 경우와, 'Cold'인 경우 각각 다른 영업 활동 생성 * (커스텀 데이터 필드 설정) 리드 스코어링 값이 50 이상일 때 특정 활동 생성 위 예시 이외에도, 커스텀 데이터 필드 혹은 파이프드라이브의 데이터 필드를 이용해, 특정 조건이 성립될 때에만 발동하는 워크플로우를 구현하실 수 있습니다. < 거래 라벨이 Hot인 경우에만 특정 활동이 생성되는 자동화 예시 > *…
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Trying to create workflow automation where Trigger: Activity Type = Newsletter Bounced to remove ema
Trigger: Activity Type = Newsletter Bounced Actions: * Remove email address(es) from Person * Remove value(s) from custom Email List person field * Adds value of "Yes" to custom Email Bounced person field I believe there's a limitation in workflow automations which will not let me do certain portions of this (remove email…
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Adding person/org fields as mandatory for closing deals
In Pipedrive's professional tier we're able to set certain deal fields as mandatory for closing a deal. However, sometimes critical fields reside in the person / organization and not the deal - and the current implementation prohibits from setting person fields as required for deal progress or closing. Is it planned to add…
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Workflow automation
Looking for the functionality that'd allow emailing a deal contact automatically as the deal moves to a different stage of the funnel. Each stage would need a different email template. I am also looking to automate deals to move-on to the next stage if the deal has been sitting in its current stage for more than a defined…
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Deal / Workflow
Is it possible to add a workflow/activity to the created deals afterwards? Greetings from Berlin
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workflow automation.....should be able to schedule an e-mail from a template at points in future
workflow automation.....should be able to schedule e-mails to be sent from a template at points in future...for instance F/U 1 at 1 day after proposal sent F/U 2 at 2 weeks after proposal sent F/U 3 at 2 months after proposal sent
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Question: What happens to a workflow if its creator is deactivated?
Let's say I deactivate a user Alice who created a workflow W. Then what happens if I deactivate Alice? * Is the workflow W still triggered even though the creator Alice is deactivated? * What if the workflow W is designed to create a deal owned by Alice? Does it create a new deal owned by a deactivated user Alice?
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Workflow logic is limiting, any one else having issues with this?
Does anyone else find the linear logic limiting in workflows? Pipedrive only allows 30 or 60 or 90 workflows depending on your subscription level, but because of linear logic, you need a new workflow for every stage in your pipe. With this limitation you need 8 separate workflows for a pipe with 8 stages instead of being…
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Deleting open activities when a Deal is marked Won or Lost
I was looking to create a workflow automation that will delete any open activities when a deal is marked won or lost. Apparently the system isn't capable of this, at this time. Does anyone have any work around ideas to help us keep our to-do Activities accurately reflecting the work that needs to be done?
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Workflow automation using emails or text messages
Questioning if Pipedrive has capability to confirm, remind, and follow up on scheduled events via workflow automation? I use this capability with Calendly but would prefer to stay within Pipedrive. Any guidance would be appreciated. Thanks.
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Webinaari: Account management Pipedrivessa 10.02.2022
Moro! Me vedetään kollegani Pertin kanssa hyvä tiivis ja asiapitoinen webinaari miten hyödyntää Pipedrivea asiakashallinnassa (Account Management tai Customer Success). Kannattaa ilmoittautua, jos vähänkään kiinnostaa aihe. Pipedrive on toki pitkälti luotu tukemaan uusasiakashankintaa myyntiputkimaisuutensa puolesta,…
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Bonjour,
Bonjour, Après renseignement il n'est pas possible d'empêcher les commerciaux de se prendre des affaires entre eux . L'on me conseil de créer des alertes . Voici ce que j'ai fait . Cela marche mais je n'arrive pas à savoir qui à changer quoi ? Comment faire pour avoir ces informations ? Organisation mise à jour 2 CONDITION…
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Editing Workflow's among PD Admins
Hello, Is it possible to edit workflows created by other admins? This would be helpful if the admin is out of the office and the workflow needs to be updated ASAP, or if the owner is no longer working for the company.
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Automations with emails
Hello all, i'm trying to understand how works automations. my desire: * When i send an email choosing a model, then create a task can anyone help me? regards!
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파이프드라이브 워크플로우 예시: 활동 완료 후 팔로우업 활동 생성
질문: 영업 활동이 완료된 후 활동을 푸쉬하기 위한 팔로우업을 자동화하고 싶어요. 답변: 파이프드라이브의 워크플로우를 통해 활동 완료 후 자동으로 다음 활동이 생성되게 만들 수 있습니다. 활용 예시: * 이메일을 통한 견적 발송 활동 완료 -> 견적서 발송 팔로우업 활동 생성 * 청구서 발송 활동 완료 -> 청구서에 따른 결제 요청 푸쉬 팔로우업 활동 생성 예시로 든 활동 이외에도 모든 활동에 대해 팔로우업 활동을 이어가게끔 자동으로 활동이 설정되게 구현할 수 있습니다. < 활동 완료 후 팔로우업 활동 워크플로우 자동화 예시 > * 워크플로우 흐름 * 활동 상태가 '완료'로…
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Can "no activity" be a trigger?
Is it possible to have an automated workflow that sends a templated email, only when there has been no activity for a specified amount of time on the deal in that stage? I want a follow up email to go out when there's been zero activity for 7 days. If the potential customer has come back to us within the 7 days, we can…
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Information sur les changements de propriétaire de lead
J'ai un souci avec mes commerciaux qui se prennent des leads . Ils peuvent changer de propriétaire sans que personne ne soit informé . Il est impossible de les en empêcher . J'au créé une automatisation pour être informé . Le problème est que sur mon automatisation n'apparait pas le nom du lead , ni le nom du commercial…
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Duplicate emails from several workflow automations + link bug
Hi there, I'm having an issue where I've got several fairly basic workflow automations that simply send an email when a deal reaches a certain stage. The problem is we're seeing multiples of the same email being sent (e.g. when we look in the sent folder there are up to 4 duplicates of the same email). I looked for other…
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Comment savoir si un lead à changé de propriétaire ?
Bonjour, Après renseignement il n'est pas possible d'empêcher les commerciaux de se prendre des affaires entre eux . L'on me conseil de créer des alertes . Voici ce que j'ai fait . Cela marche mais je n'arrive pas à savoir qui à changer quoi ? et quelles sont les leads qui ont changées de propriétaires . Et à quel moment .…
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Mirroring values from organization fields into deal fields
Could find anything with the search, that's why I need your help. I'd like to copy values from organizational fields (key account) to deal fields (key account) to speed up processes whilst creating a deal. FYI - We do use an API to pull data into our dwh and it's much easier to pull everything just from deals as bits from…
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Keep Campaigns for good 💌
Hi there, all one-thousand and thirty of you 😮🤩Thank you for participating in our Campaigns beta program! We're now getting ready for the next stage in its planned development – its full release as a paid add-on. 📅We will end the beta program on January 31st and Campaigns will only be available to customers who add it to…
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2022: Future of Work Predictions 🔮
Image source: Ales Nesetril Peter Harris, COO of Pipedrive, is one of many industry experts who shared their predictions with Bdaily News regarding what digital work will look like in 2022. In 2022, we anticipate that this major acceleration in digital transformation and increase in automation will continue. Reducing…
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파이프드라이브 워크플로우 예시: 성사된 거래의 복제 + 복제된 거래의 파이프라인 이동
질문: 파이프드라이브에서 Sales 단계를 관리하는 방법은 알겠는데, Customer Success나 Account manage는 어떻게 진행해야 좋을까요? 답변: 파이프드라이브의 워크플로우 + 복수 파이프라인 생성을 통해 영업이 완료된 거래의 관리가 가능합니다. 활용 예시: * 계약이 완료된 거래를 영업팀이 아닌 고객관리 파트에서 관리하고 싶을 때 * Account managing을 통해 Upsell / Onboarding 진행상황을 트래킹하고 싶을 때 이 경우, 성사된 거래의 복제 및 복제된 거래의 파이프라인을 이동함으로서 영업 시 축적된 데이터를 유지하며 고객관리를…
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New: Filter improvements have been released! 👏
Hello, Campaigners! I’m the Product Manager for Campaigns and I’m happy to share that we have created improvements to make your work easier and faster. The problem: During usability testing, we noticed that it is not convenient to go to the Contact list, create a filter, remember its name 😱and add it to the campaign. The…
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Email Tagging in Workflow Automation
I built an automation to add a person that requested my "Ultimate Guide to Hood Cleaning Marketing". It's a simple form built in WP Forms and I use Zapier to move the person into PIpeDrive. Once there, a deal is added and an email is sent from a template (which reveals the link to download the PDF (link bait). All this…
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Hello everybody. Please does anyone know how I could automate a note in business? I would like when
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Timed automated workflows in Pipedrive
Hi everyone, I was wondering if any of you had a solution to a workflow automation I'm trying to set up. I would like to set up an automated email sent to the customer 30 days after the deal was set to won. The email contains a google form doc asking the customer for feedback on the service. I can set up a simple trigger…
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I am trying to create a prospecting cadence. Please help.
I would like to create a prospect cadence as follows, and am having trouble determining whether I can do this in automation. * Upload list, or select contacts to add to cadence. * Automatically create an activity to call the prospect and call the prospect through pipedrive voice. * Automatically create an email from…