We do have a strong issue with projects-date-dependency: if you are using a project-template, it always has a starting date. Once you are not 100% sure about the starting date (as it is always a bit dependend on the client), or when some steps get dalyed, you do have a problem with all the activities pre-defined in the…
I'm making some automations to send drip campaigns. I want it so that when someone replies an email, the deal is opened. Is this possible with either Automations or with Zapier?
How can I apply this sequence with emails? (photo attached)
Hello I cant make automation when ever i close deal as WON and i want automation letter folow up to customer email adress. In Trigger i see only deal created deal delted or updated but no option deal is WON. Thank you Andrius
While testing the web forms we've encountered an issue limiting our automation workflows. Concretely we want to automate specific email sequences linked to completing specific web forms. For example: download report on landing page --> add as lead --> confirmation email --> invite to set-up meeting email --> reminder if no…
Hi There I'm trying to set-up an automation, where once a new deal is added to a contact, that contacts previous deals are automatically updated to 'won'. Example is we have 3 types of deals, Trial user (Not won), Subscribed user (won), Document order (won). Either a trial or subscribed user can order a document. Most…
Hi all, I am trying to add some information to my email notification. Basically I just want to include a Google Drive link that is stored in a Field. Google Gemini suggested this: But that doesn't work. The Activity Deal Title part works, but the {{deal.Google Drive/ Basecamp URL}}part just show the text exactly like that…
I would like an automation to highlight when we set up a new Deal for a new or returning customer when that customer hasn't worked with us for a set period of time (say 6 months). Trigger = When a new Deal is created. Condition = where the new Deal primary contact has no other Deals linked to them created within the last 6…
I am emailing leads from the application and the "Last Activity Date" is not updating when the email is sent. Does this require automation? If so, How do I automate this? Its confusing.
I have certain contacts that I want to follow up with that will not have deals associated. I'd like to be able to automate the creation of an activity so that I am periodically tasked with following up with contacts. Can this automation be created? If a specific example helps - I'm going to have contacts that have a Label…
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