in PD I noticed that you can achieve a lot with automations and a bit of creativity, although the automations are very limited here. We currently have an automation that sends out chain emails, those are being sent with some days of waiting in between. We want to make it so if we manually send an email to one of the email…
Hi there! I have set up some email automation sequences, but now I need to know how to stop sending these automated e-mails when I mark deal as "WON". I can't find any way to solve this. Either Deal Status or Stage filters doesn't seem to stop sending these automated emails and now my customers are getting emails that they…
I have deleted an automation but all contacts who were in this phase continue to receive automations. How is this possible and how can I stop it? Please help! Thank you.
I'm looking for a way to automatically transfer new row data from Smartsheet to Pipedrive in order to send out specific campaigns to individual contacts. Each contact in Pipedrive has a unique ID and organization number. We want to reference these numbers in Smartsheet, so when the data is transferred to Pipedrive, we'll…
Hello all, I have built an automation with 6 consecutive e-mails in one phase. However, deals that were in this phase continue to receive automated emails even if they are marked as lost or are in a different phase. Even if I switch an automation to inactive, emails continue to be sent. Can anyone help me with what could…
Hi, Does anyone know if it's possible to send a WhatsApp message (via Twilio) through an automation? I have an automation set up to send 2 follow up emails if contact in a Deal doesn't book a call. I'd like the third follow up to be a WhatsApp message but can't see this as an option. Thanks!
I'd like to generate an ID number for each offer and inclement it. It should be like ID which u inclement / date I already made it in "Zapier" but there are some problems when u generate two offers in the same time. I'm using Google Sheets as my database and I'm saving all ID's there.
Hi there, I got the following problem: I've stage 1, 2, 3 When I move a deal to one of the stages an activitiy is created by an automation. Now if a deal skips for example stage 2, I don't want the activity from stage 2 to be created. how can I do this? Cheers, giniii
I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
I am trying to automate lead qualification by creating a custom field "lifecycle stage" All i want is to create an automation that helps me with auto change of field "lifecycle stage" once the user signs up on the platform. Tried doing this but its not working, any one has tried this before ?
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