I'm trying to create an automation to follow up new enquiries until they book a call. On enquiry, they receive an email with a link to book a call through our 3rd party app (this step is working). I'd like to wait a day before a Task is created for the admin team to check if that call has been booked (I cannot get this…
In automations, it is not possible to get the value of a "custom field" that belongs to the linked object. For example: Object DEAL has linked objects like: ORGANIZATION (deal organization), PERSON (deal contact), PROJECT etc. - i.e. objects with the option to create a custom fields on them. On these object we are using…
I am using PipeDrive as my main contact and CRM. I receive leads from 3 sources. I must input these leads manually from the other sources. We would like to develop a flow, pattern of staying in touch without overlapping of follow up, also want to make sure our timing is accurate and on top of the mark. Once we connect with…
Hey :) Can we create job cards on the Pipedrive app? or even an editable pdf document?
I created an Automation with the Trigger of "Deal Created" and 10 Actions (all set for "The same day"). The intention is to automatically generate a standard step-by-step list of 10 Activities as soon as a new Deal is created. For some reason, the Actions (Activities) display in reverse order - instead of 1, 2, 3, 4… they…
Hello, I've been trying to create an email sequence to send a first email when a deal is moved to another stage, and then send another email three days later if there is no response. However, it isn't working. Is there anyone who knows the conditions for this kind of scenario?
I want to make sure the sales team don't miss any meetings. Obviously they shouldn't be! But is there a workaround to send a meeting reminder to the sales person e.g. the day before a meeting?
Hello community, I'm interested in knowing if there's a method to automate the export of insight data or if there's an API available for this purpose, allowing exports on a periodic basis such as weekly or monthly. Could anyone provide guidance or share their experiences with this? Thank you!
I've created an automation that converts Won Deals into Projects for the service team to work on post sales. I'm trying to create an automation that creates the post sales activities under the new Projects instead of the Won Deals.
I'm pretty disappointed with Pipedrive's native automation workflows. I'm having difficulties finding a solution to build three workflows in Pipedrive. I verified with support and they informed me there's no native option. I'm exploring Zapier and Pabbly but haven't yet found what I need. Workflows: Assign a user as a…
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