Hello, I would like to assign the deals automatically to sales people depending upon the country code in the phone number i.e. first 2 digits. How can I achieve that? P.S. I don't have address filed in lead form therefore getting country is not possible. Thank you in advance!
Hi All, Hoping someone may be able to help me with this. Is there a way to trigger an activity by a date field? e.g I have a date field for contract expiry under an organisation, and I would like to automatically create an activity to contact the client primary contact 3 months before that date. We use to able to do this…
Hi, I'm using one of the existing templated campaign automation's "Send a targeted campaign based on filtered people" The criteria is that if someone is moved to a specific pipeline stage, they have an email and are subscribed then they will be sent an email campaign. However it does not seem to be working or seems to work…
Hi everyone, It was hard for me to find an answer to this one, but perhaps the community can help. We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct…
I'm looking for a better way to select multiple contacts and then batch add them to an existing pipeline. I found this video that show how you can do it with automation. It's less than ideal https://www.youtube.com/watch?v=aNm-PBE2o_Q TBH it's perplexing to me that this is not something that's already built in. Any ideas…
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…
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