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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…
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Can Workflow automations include both deal and contact fields?
Deal stage changes. Email template is triggered, based on which template was previously sent to the contact. (contact field,NOT deal field) Once workflow automation is completed, contact field is updated to reflect the most recent email they received. Goal is to send unique emails regardless of the number of deals a…
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Automated Workflow - Bulk Deal Status Update
I was nosing around in Workflow Automation. Am I overlooking how I can create a workflow for a Deal action of no action? I want to update the Deal Status as Lost and cite one of our Lost Reason values (past 30 days), when a Deal has aged greater than 30 days and there hasn't been any other updates to Person record,…
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Workflow automation Deal status closed and won
Hi! We have a long production time after we have won a deal. So I would like to add a mail automation when a deal is closed and won. What I would like to do is sent out an automatic mail after 45 days when the deal status is set to WON. This is a final "you can still change something to your order mail". I only see the…
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How to send e-mails in a bulk...
Hey pipedrive friends! i´ve been looking for the masive e-mail function, i want to seen 30 to 50 e-mails in only one action, anyone knows, how to?
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Syncbot & PD Filters
Are there any plans to update Mailigen so that the PD filters are two-way feed rather than just PD to Mailigen? I have a case where I updated my filter in PD and now those who are no longer in the filter are still in Mailigen. I use filters in Pipedrive and then pull in that information through a Mailigen Syncbot. Seems…
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How often does Syncbot sync?
If a person is removed from the filter that syncs with Mailigen, will that person then be removed from the Mailigen list? What about if a person was added to the filter, will that person be added to the Mailigen list?
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Can anyone suggest a email marketing company that FULLY integrates with Pipedrive?!
Can anyone suggest a email marketing company that FULLY integrates with Pipedrive. I need help with the email campaign creation as well as an email automation marketing. Outfunnel was suggested but they do not have the capability to work off of "leads" in pipedrive-only thru "deals" and for us that will cause way too much…
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Looking for a Pipedrive specialist
Looking to engage with a Pipedrive specialist to setup deal card automations between different pipelines and capture the right data for reporting. We are a SaaS company located in Sydney, Australia and need to capture the right MRR, ARR & TCV on each customer. This would be a paid contract for the project. Thanks in…
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Org address formatting
By default, the form of an Organization Adress is one line separated by a comma "," This is really annoying when you need to use the data in other programs. However, I noticed in a webhook payload that it lists the below: Address subpremise emptyAddress street number 20Address route Sample LaneAddress…
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5 tactiques de gestion commerciale pour gagner du temps
Que pensez-vous de notre liste? Y a-t-il autre chose que vous souhaiteriez ajouter? 🗣️💬 À mesure que votre entreprise se développe, vous devez jongler avec un plus grand nombre de tâches. Qu'il s'agisse de gérer la stratégie, la mise en œuvre ou la motivation de votre équipe, les défis à relever pour maintenir votre…
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Does anyone know a way to automove DEALS to a new stage based on a date, or passage of time?
For example, if a DEAL has been sat in a stage for the rot time of 2 days, can i automove it to another stage? Any workaround ideas are eagerly received.
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How can I use automation to automatically send emails based on time since deal created?
Hi, How can I set up a workflow to email prospects based on time since the deal was created? Prospects can sign up for a trial of my platform. When they do this a new deal is created in Pipedrive and I send them an intro email using workflow. I would like to extend this to send them more emails based on a schedule of…
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Automatische Termin-Erinnerung
Guten Morgen, wir brauchen eine Funktion zur automatischen Termin-Erinnerung an die Teilnehmer des Meetings (insbesondere unsere Kunden). Use Case: Wir planen einen Kundentermin als Aktivität in x Wochen und möchten einen/zwei Tage vorher eine automatisch generierte E-Mail als Erinnerung an den Kunden senden. Diese…
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Avoiding the Junk Folder
I love the drag and drop editor and the ease of campaign set up. However my tests AND my mails are all going to junk. Any tips on how to avoid this? We are a B2B privacy software run by lawyers so our content normally doesn't have any spam triggering language. Suggestions?
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Wrong label notification on slack
Hi, sometimes my label notification "fonte" is coming wrong on slack. I think it is a integration error in this label. Someone can help me?
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Mailchimp Integration
Hi guys we are looking to set up an email drip campaign via MailChimp, but we want to integrate this with the Pipedrive CRM. Right now the only documentation i can find is sending leads from Pipedrive to Mailchimp, not vice a versa. Any leads on this?
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Create activity only if deal left in stage for x days - no way to add delay or refer to existing act
Our Deals move through pipeline stages automatically as things happen on our platform (via API). I want to create activities on the deals if they do not progress onto the next stage after a certain number of days. eg: * If in stage X for 2 days, create activity for deal owner to Y. However the only triggers are if…
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Suggestion for workflow logs
Hi, An access to logs of workflow executions would be very very appreciated to be able to debug them. Even Pipedrive support team would love to have it. My proposal: * A raw log in csv format fed by actions which could be available from the admin pages (beware to use ';' and not ',' as there are plenty of ',' in texts) * A…
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Is there a workflow When Deal is created, if person exists, do x?
I want to fill in a particular custom field automatically only if the person doesn't already exist. I don't think there is a way to do this - but just want to double check. Thanks.
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Monthly change in same deals' values
Does anyone know how to get the change in value of all deals using Postman? I want the values at the end of a number of given months (since the value of deals change during negotiations). I've been playing around with it since morning, but since I'm not a developer it's hard to get my head around some concepts! I need to…
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Does anyone here know if Quotient can work with Pipedrive?
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Hi, Campaigns beta testers! Want to become email campaigns wizards? 🔮
Welcome aboard, new Campaigns beta testers! We’ve invited the Campaigns mastermind himself, @Janis Rozenblats, to join the thread, answer your questions and share his wisdom with you. Go ahead, ask him anything! 🙋🏻♀️🙋🏾♂️🙋🏼 👋 @Ethan Bynoe @Sebastian @Arnold Scherabon @John Croll @Jennifer Diana @Brent Buchanan @Agustin…
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Deal Workflows - No pre populated first name option available
i build workflows that are triggered by deal changes. First name, as autogenerated field, is only available if you work with person's details but not a deal. The same story when you build integrations thru Zapier: thru deal details only deal contact full name is available. Doesn't look personalized when your email contains…
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Deal Owner changed filter
Looking for some tips... I would like to find a filter when a Deal or Person is assigned to a new Owner... When somebody manually changes a deal (or person) owner, I would like to automate that in Zapier. .. Having a hard time getting a filter that gets that result to use in Zapier.
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HELP WITH LEADS AUTOMATION
Hello how are you? I'm having difficulties creating an automation in a way that converts the lead that came through X form to business in a certain funnel, can someone help me? I tried the support but the chat is not working
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I'm trying to set up a work flow that when a lead is created by one person, it will send out an emai
I'm trying to set up a work flow that when a lead is created by one person, it will send out an email from a template, change the owner then schedule 1 month follow up (under new owner), then schedule 2 month follow up. [my issue is it won't set the follow ups to the new owner}
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Zeitbasierende Automation / time-based automation
Ich würde mich freuen wenn man in Zukunft in den Workflow Automationen zeitbasierende Bedingungen oder Aktionen verwenden kann. Hier ein kleines Beispiel: * Wenn sich jemand in einer E-Mail-Serie angemeldet hat, soll eine Aufgabe mit einem bestimmten Titel und dem Datum der Anmeldung erstellt werden (z.B. letzten Dienstag,…
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Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately
Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately I got no answers. Since it is a crucial task for our company in the way we could use Pipedrive I am still looking for an answer. Can someone please advise me to whom I could talk to about it? Or if you have any support…
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Delete uncompleted "To Do" Activities in Pipeline Stage
Hi Pipedrivers I am trying to build a workflow that has a number of follow up activities in a particular stage and an activity to be completed once we have spoken with the client. For example: * Follow Up Call 1 (Day 1) * Follow Up Email 2 (Day 2) * Follow Up Call (Day 4) * Good to Chat Email Sometimes we will get to chat…