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Automation Feedback
Hello, It would be great if there could be an automation that will advance a deal in the pipeline each time an email is sent from within the deal. So for example: After an initial email, I'd like to be able to send a follow-up email and have the deal advance to the '1st followup' stage. And then again, when sending another…
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Please create "did not respond" option(s), when the prompt after a call appears
Right now I'm struggling to create WA (workflow automations) to go around this issue. About 70% of my leads doesn't pick up the phone when I call them. This results in having to create a new activity (Call) and schedule it for another day. This in it self takes a lot of time and I don't want to waste my time every day,…
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Automação, quando der "ganho" no card, movê-lo para outro funil e deixa-lo como aberto
Olá, Alguém pode dar uma força... Preciso criar uma automatização para quando mudar o status do card para "Ganho", à ação é mover o card para outro funil de vendas e deixá-lo no funil de destino com o status "aberto". Agradeço imensamente.
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Balancing Automation And Human Warmth in Customer Support ⚖️
Pipedrive's Vice President of Customer Support Mara Vicente weighs in on how to find balance between automation and human warmth in customer support, and how this perspective influenced Pipedrive's award-winning customer service. The more complex the customer service issue, the more likely customers are to seek out a real…
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Changement de propriétaire de leads
Bonjour, Je cherche à être informé quand un de mes commerciaux change la propriété d'un leads ? J'ai créé une automatisation mais elle me prévient uniquement quand il y a une modification mais je ne sais pas de qu'elle leads il s'agit . Voici ce que j'ai fais . Déclencher ( Organisation mise à jour ) Condition (…
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Automatische Feldanpassung je nach Unternehmensart
Hallo zusammen, bin neu hier und hoffe, mich an alle Channelregeln zu halten ; ). Ich habe folgende Frage: Wir haben unsere Kundenunternehmen nach Unternehmensarten eingeteilt. Besteht die Möglichkeit, je nach Unternehmensart andere Auswahlfelder zuzuordnen bzw. nicht benötigte Felder auszublenden? Vielen Dank für Eure…
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Proprietà contatti in base al comune
Buongiorno a tutti, ho la necessità di creare un'automazione che mi permetta di assegnare la proprietà dei contatti in base al comune degli stessi, qualcuno ha già affrontato qualcosa di simile? Idee? Grazie mille Alessandro
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Automations stops working randomly is anyone is having same issue?
I have created lot of automations and it just stops working randomly. is any one else having same issue?
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Removing activities using automations
I'm trying to figure out how to delete activities if a deal is moved to a different stage in a pipeline. Currently I have automations set that create activities when a deal is added to a particular pipeline stage, but based on. my business, if a deal moves to a different stage, a different set of activities is required.…
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Hello. I have question about phone calls automation
When customer calls me from : * From my website (organic/google ads campaign) * From other marketing channel Can i make that customer number to be send automatically to my Pipedrive account ?
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WFA reordering
Hola, does anyone have a workaround for reordering WFAs rather than having them display by creation date?
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Liikkuuko teillä kaupat koskaan putkesta toiseen? Tässä siihen vinkki!
Ajattelin heittää tällaisen pienen automaatiovinkin jutusta, joka tulee usein vastaan kun käytetään useampaa kuin yhtä putkea - ja erityisesti, jos kauppoja kopioidaan putkesta toiseen. Ongelma: Teillä on Pipedrivessa myyntiputken jälkeen projekti/tuotanto/asiakkuudenhallintaputki, jonne kopioidaan aina voitetusta kaupasta…
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🚀 5 Time-Saving Sales Management Tactics to Help You Scale Your Process
As your business grows, so does your need to juggle a larger number of tasks. From balancing strategy, delivery and keeping your team motivated, there are plenty of challenges to maintaining growth. And that got us thinking. What are 5 actionable time-saving tips you can use to scale your process? Here’s what we came up…
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Workflow automation: recreate won deals
Hi! I've spent hours looking for a workaround for the following problem. I'm trying to automate a routinary process. I created 3 funnels of a pipeline: * To contact weekly * To contact monthly * Contacted The idea is to have lots of deals in the 1 funnel and lots in the 2 funnel, make sure to move the deals to 3 funnel…
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Need help and guidance with Best Practice(s).....
HI, we are new to Pipedrive and have a couple questions: Background: we have a long sales cycle, and typically send 'samples' to clients long before we 'close' a deal (so, we need to followup with the client inbetween the sample sending and order stages). * What would be the best practice for logging efforts like 'sending…
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The "Done" button for customization of fields in Person, Deal and Organization at top and bottom of
The "Done" button for customization of fields in Person, Deal and Organization. Can we get the "Done" button at the top and bottom of the sections? Can be annoying to have to scroll all the way down to the bottom of the field just to sign off on it when the change in the customized field is all the way at the top. FYI, I'm…
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Populating custom fields
Is there a way you can use custom fields and auto-populate them with a merge field? I want to be able to auto fill some custom fields from contacts already saved in the system
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Workflow automations for multiple pipelines - how to?
Hola, new user here - how would I set up WFA for multiple pipelines? Are the WFAs pipeline-agnostic or can I set up automations to only operate in some pipelines and not others? I'm thinking of emails triggered when person/deal moved from one pipeline stage to another, but these would have different email templates…
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mehrere Empfängerkreise
Ich habe ausschließlich B2B-Kunden. Diese sind aus unterschiedlichen Bereichen und somit für Marketing E-Mails auch unterschiedlich segmentiert. Nun kommt es durchaus vor, dass eine Marketing E-Mail für mehrere Segmentierungen interessant sein könnte. Deshalb fände ich es gut, mehrere Empfänger (gefilterte Kontakte)…
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Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as
Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as done" the email activity manually. Is it possible that the email activity would mark itself as done, as soon as the email is sent to that lead?
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Email Solution other than the default Pipedrive system
Hey Guys! Does anyone have a better solution for the automation emails when moving a customer between stages. The Pipedrive email system seems dated and basic, but I have tried others and can't seem to find an automation email that's does the job. I keep having to include an unsubscribe button, even though the email is…
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What's the best way to trigger automation based on deal rotting?
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Email Marketing and Automation Integration
Hello Pipedrive Community. I'm looking for an integration for an email to be sent when a deal is marked as won. Are there any third-party platforms this could work with? Or is there any word, on when HTML templates would be enabled or available on Pipedrive directly?
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How to automate an activity triggered by an incoming email?
I have a website where you can signup for our subscription based service. I would like the ability to send an email to pipedrive when a new user signes up and let this email be a trigger in Pipedrive to automaticly create an activity. Does anyone know if this is possible?
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Does anyone use Pipedrive to manage customer service in insurance B2C?
Does anyone use Pipedrive to manage customer service in insurance B2C?
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workflow includes a create deal action that doesn't have a linked contact?
Your attention is required This workflow includes a create deal action that doesn't have a linked contact. The workflow will stop executing correctly unless this issue is resolved. Update the workflow configuration to add a person or an organization to the corresponding create deal actions. What is this error why is this…
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Mail Send Options
I am not sure if I saw this or if I am missing it in the program, but is there an option to set up a specific time and date to send a campaign? I have put together a three piece campaign and it seems like I need to go in to the system and click send on when I want it to go out. It would be very helpful, like Pipedrive…
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activity duration automation
Hi! I use activity automation, mostly for creating follow up activities for new deals. Most of these activities take only 5 minutes. When I create an activity from deal view I can set the duration to be as little as 5 minutes. But in the automation, the minimum duration time is 15 minutes. Will this be updated in the…
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Should I use 1 or several workflow automations
Hi, we have a 6 stage follow up process when a quotation is issued, which starts within 1 day of the quotation date and runs for a month, involving a mix of phone calls and emails at different stages. I'm wondering if this whole process can/should be built into one automation, or whether we should create an automation for…
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Fire a task to a deal owner when a previous task has been completed.
I want to set an activity 'to-do' task for a deal owner once another task has been completed, but you can't seem to get 'deal owner' information to assign a task to the correct person. I can't seem to do this. I currently have to set both tasks at same time (can have different timescales). but task 2. is dependent on task…