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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…
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Pipedrive Podcast by Evolve - E3: Workflow Automation
Bruce and Aaron from Evolve discuss Pipedrive Workflow Automation in their latest podcast episode. Covering: What is Workflow Automation? Real-life examples. 'Stacking' Automations to save huge amounts of time. How far can you take it? Do's and Don'ts Top Tips Spotify:…
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Setup , sales strategy and marketing Help
Hi people, I’m new to PD and looking for someone that can help me set up a decent flowing crm and also get me started with some automated marketing ideas. We are a service business so not really selling a product so our PD is very simple. Look forward to hearing from you. Sales strategies + Marketing.
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Automation with different paths
Hey guys, how are you? I've been studying for a few days and I've been having trouble finding an automation that allows me to choose different funnels by selecting a custom field as a trigger. Can someone help me?
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Create Deal Summary / Abstract - For Management Reviews / Approvals
I'm interested in creating a "deal summary or abstract" with the primary terms of the deal that are needed for review and consideration as part of the approval....management wants only certain data, not the entire deal history...and adding a custom checkbox option for approved / rejected / arrange meeting (or even an open…
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Workflow working with child/parent items
Is it possible to work with child/parrent items of the triggering item? Like I use "Owner changed" on an organization as the trigger, and want the newly assigned owner of the organisation, to also be assigned as owner of any Leads/Deals/Contacts associated with the organisation. Likewise, I set a new owner on a Deal and…
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What manual workflows do you wish you could automate?
Hey Pipedrive community, During the past month, my team and I have been working on a tool to automate manual workflows in Pipedrive such as logging data, copy-pasting external emails, and juggling tabs. Reading through the threads here was great to learn about repetitive activities that can be streamlined and how to help…
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Automation: Linking of newly created Deal + Person + Organisation
Hi, Is it possible with the pipedrive automation to link together a newly created Deal + Person + Organisation? So far I have not figured that one out. I look up the existance of the Deal + Person + Organisation via Zapier, and if they don't exist I created them, BUT I cannot link them together and Pipedrive does not seem…
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Proofreading and chosing email templates before sending
Hello, Is there a way to have an intermediate stage in the mail sending automation in which we could proofread and/or chose between different models of mail? Thanks in advance
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📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…
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Pipedrive Open Api Automation
Hello all, I am currently trying to set up an automation that will be sending information of a client on Freshdesk to Pipedrive (I already have the Pipedrive extension installed on my Freshdesk account) but I am looking to send more information from what the current extension allows me to. For example when I am creating a…
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Adding more triggers to 1 automation
Why does not workflow continues.. what's wrong. There is only 1 action per trigger. Can you please check the image below why the automation does not work & what can I do to make it work?
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Automatic Sales Cadence
I'm trying to figure out how to incorporate a sales cadence and set to "auto pilot" for 1) task reminders 2) emails 3) social reminders. Any thoughts for a tool within pipedrive. Not looking to purchase another solution, but would be open to separate solution that incorporates to Pipedrive.
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Help creating automation to auto send email 3 days after deal is created
Hi! I'm new to pipedrive and need help setting an automation. We're schedule to launch a LI campaign on Monday. Once the the form is submitted via LI, I have the automation set to create a person and a deal. I need to create an automation to send an email, based on a template, three days after the deal is created. Can…
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Automation on deals already exist
Hello, I manage to create thousands of deals over API and put them in the first step of pipeline. Now I want them to take them and make follow up on them automatically. How can I do that? All the automation flows are for new deals/activities etc not for existing ones. Thanks
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Envoi de mails groupés depuis la vue prospects est-il disponible ?
Bonjour, savez vous ci l'envoi de mails groupés est disponible depuis la vue prospects dans la version "Professionnel" afin de faire directement du mailing de prospection semi personnalisé sans avoir à utiliser d'autres outils type lemlist ? Merci
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Automation advice to update activity owner
worHi all, PD newbie here so looking for some advice. We have an admin team who create appointments on behalf of the sales team. The owner of the deal is always the allocated sales person so when the admin create a new activity of type meeting for the sales appointment, is there a way to automate the setting of the…
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Synching Incoming E-Mail
I think I know how to send e-mail to Pipedrive bei using the generic or deal specific e-mail adress. But this seems to work only with e-mail that I am sending. Incoming e-mail using the same adresses are not shown in Pipedrive. Is this the correct behaviour? Why is it done this way?
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Looking for a Pipedrive expert to help set it up
I am looking for a nz based expert to assist me in setting up my Pipedrive for automatic lead generation snd processes Any one have any Referal for me please.
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Pipedrive Integration
Hello all, I am currently trying to set up an automation that will be sending information of a client on Freshdesk to Pipedrive (I already have the Pipedrive extension installed on my Freshdesk account) but I am looking to send more information from what the current extension allows me to. For example when I am creating a…
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From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir
https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_postIn this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. 🔔 Be sure to check out the full Learn…
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Talk-To-Text
Enhancement suggestion... Right now I have to open a google doc and talk-to-text then copy/paste into Pipedrive. It would be nice (and should be easy for you to include) a talk-to-text option to reduce manual tasks and enable better record keeping..
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Pipedrive Automations NOT Working!
I would love some assistance in what’s going on Pipedrive don’t care to answer me really on facebook or email support. Spending £99 a month on the highest plan and set automations and they have stopped working. Everything is switched on but some reason they have stopped working. Any ideas would be much appreciated!
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Auto-Responders for phone and SMS
What auto-responders is anyone using to touch base with incoming calls and texts when you are unavailable?
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Run one time Workflow automation
Is there a way to create a workflow automation and run it immediately? I am looking to batch duplicate many deals to prepare renewals for next season. Can I create a workflow that will duplicate those deals and run it?
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Identify Contacts origin per webform
Hello, Is there a way to identify the origin (which webform, of several webforms, it came from) Tag, or identify automatically a contact in a custom field, the form it came from, or some other way.. For example, 3 forms are on the web, and the contacts grow as the forms are submitted, later, I want to be able to know…
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Use case Automation - Send note field from deal to non deal related email automatically when deal ch
When you integrate webforms and creates a lead, and then the lead is automatically converter to a deal, the form data is held in a note. My need is that after I validade the deal data from the lead, I move the deal stage to the next and I want to send to a non deal related email the content of the deal note ( that contains…
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Anyone integrate a referral program into pipedrive? Any app suggestions?
Anyone integrate a referral program into pipedrive? Any app suggestions?