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Multi-Level Follow-up with different tools and timeframes.
Hey, we are a real estate wholesaling company and I need a follow-up automation with pipedrive. What we have is the following situation: People are inquiring for a property. They already get an auto email that we will contact them with the possibility of making an appointment with calendly. What I need is an automated…
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Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
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Is there a way to automate activity creation and completion?
I am looking for a way to automatically create an email activity and mark it complete when I send someone an email. Is this possible?
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Names of variables in export are difficult for auromation and data analysis
I recently did a lot of heavy data analysis and data cleaning from pipedrive and it became extremely difficult to handle the names when using exported xlsx in different programs. “Organisation - variable” is a bit unlucky as the standarsd is using variable names without spaces - i.e. “Organisation.variable” or…
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こんばんわ。 特定のステージに入って◯◯日経過をトリガーとしたオートメーションを発動したいのですがやり方がわかりません。誰か教えてください。
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Automatisation Abonné
Bonjour, Je souhaite réaliser une automatisation lors de la création d'une offre en visibilité "Propriétaire seulement" d'ajouter une personne en abonné. Avez-vous une solution? Merci
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Want to send email 3 days after Person was created with zapier and PD
I'm a Pipedrive begginer and I want to send email 3 days after Person was created but I read that It's impossible with just Pipedrive. ( I read these posts: Workflow Automation Time Field Help creating automation to auto send email 3 days after deal is created) If I use zapier with Pipedrive, is it possible? If someone…
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Worflow autiomation
Hi, We want to test workflow automation mechanics before starting them - for example, move the deal to a different stage upon some action. Do I understand correctly that a minimum time interval between steps is 1 day. So we cannot test anything for 5 mins, i.e do action and see if the deal has moved to a new stage?
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Automating Emails to go out at a future date
Hello fellow Pipedrive users! I am looking for a way to automate emails to be sent on a specific date in the future. I will set an activity reminder to send out an email on Monday for example. I will also include the text that I want to go out in that reminder. I want to find a way to have this automatically sent out…
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🗣️ 💬 Campaigns: Q&A | volume 4
Happy Thursday, Pipedrivers! Another Q&A session here. I think I've exhausted all the questions and feedback after this post, so keep them coming in the comments ✏️ Q: Will you be providing a competitive analysis for other email marketing products such as Constant Contact? A: Yes. Expected at the end of Q3 when we will…
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Email Template in Workflow Automation
When creating an automation with the new version, I can't seem to be able to email an already created template. Am I missing something? Trigger: Deal Created Condition: Deal is not empty I have also tried a Deal Updated trigger like I had in previous workflow automations prior to new version and still not available that I…
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Question Regarding Workflow Automation.
Who can help me here. I have set up a WA in the following. Deal = Won -> duplicate exicsing deal -> Update deal: Set expected close date " 1 year " There are some other things that the WA must do but that is less relevant for now. The issue: It executes correctly on every request EXCEPT for the expected close date. That…
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Send a Delayed Email?
I want to send our customers an email a week after we add their contact into Pipedrive. Is there a way of adding a trigger where I can set the date?
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📽️ Webinar | Workflow Automation: Make your processes magic 🪄 💫
https://pipedrive.hubs.vidyard.com/watch/m5SFpKQ5yrqsB8kMtBgHbK?ref=community_postIf you couldn't make it live or if you want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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🗣️ 💬 Campaigns: Q&A | volume 3
Time for another week of recent questions > answers about Campaigns from users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: The new Campaign module is a great start. Does the module include the capability of creating a sequence of emails, triggered by an event in PD? If we don't have sequences,…
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🎨 🪄Drag-and-Drop Editor: Creating a campaign doesn't need to be a drag
❓What's your favorite drag-and-drop option❓ 🗣️ Tell us and your fellow beta-testers in the comments. 💬 Pipedrive's drag-and-drop editor is an easy-to-use tool to help you create attention-grabbing designs and engaging content for your contacts. This can be used to create email campaigns, newsletters, or templates for…
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Workflow Automation - Prototype testers wanted! [deadline: July 2nd]
Click here and enroll if you're interested in shaping the future of Automation! 🤖 🚀
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The new Sales assistant 👎
I am not a fan of the new format for sales assistant. I used to like being able to "Click all" and view within my current window, it now created a new window which seems like a clunky step backwards in terms of keeping a clean tidy user experience. I can't be the only one who feels like this?
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Automação de envio de e-mail: para todos os e-mails relacionados ao prospect.
Fiz uma automação de envio de e-mail, porém eu tenho uma grande dúvida. Quando fazemos uma automação para enviar e-mail, ele manda apenas para o primeiro e-mail. Existe alguma forma de enviar para todos os outros e-mails em cópia?
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Automation When deals created has stopped working?
Hi, We have various automation set up for when deals begin (eg Rename it when it's first created, add a whole heap of tasks when it's moved to a certain stage, send email when at another stage etc) This has stopped working and I can't figure out why? (they're still active on our automations page and nothing has been…
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🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
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Automation with Emails & Activities
If someone responds to the email that was sent as automation - does that cancel out / edit the activity that's also been created as part of the automation?
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⏰ Webinar: Workflow Automation - Make your processes magic | June 30th, 2021
Date: Wednesday, June 30th - Time: 7am PCT / 3pm GMT - 📍 Register now! Join Pipedrive pro @James Campbell and Product Manager @Nuno Oliveira for a discussion and Q&A session to find out the best ways to use our powerful Workflow Automation tool to make Pipedrive do the work for you, saving you time to focus on closing more…
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When Deal is Deleted (or Lost), Then Delete All Associated Activities
Here is a screenshot of the new Automation creator. I love the new ideas and automation workflow. Here I have selected the trigger for when a deal is deleted... but the only action to take regarding activities is to create one? How does that make sense? It seems more appropriate to be able to delete any/all activities…
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🎯 Avoiding the spam folder and being blocked: Company Account Review
❓Do you have a spam horror story? Share with us in the comments.❓ We follow industry best practices and rules to help your campaigns not end up in spam folders or come back as blocked. This service quality maintenance makes sure you have the best inbox delivery experience using our Campaigns tool. One essential step of…
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Looking for inspiration to automate calendar meetings
Hi there! I am trying to automate process with our external call centre. What call centre do: * call people, when they agree with meeting, schedule meeting * meetings are created in shared internal google calendar (with no guest in calendar) What is the problem: * someone needs to take the meeting from calendar, create…
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🗣️ 💬 Campaigns: Roadmap and Q&A | volume 1
Check out our roadmap and FAQ for Campaigns below. 🚀 Got questions? Just reply to this thread! Hello, Pipedrivers. Let me quickly introduce myself. 👋 My name is Janis, I'm the VP of Product at Pipedrive, overseeing the development and release of the marketing product offering. I would like to regularly share answers to…
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Email programming
Hi Everyone, is there a way on pipedrive for program the email? For ex. i want to send a mail tomorrow at 10 am, how can i do that? thanks
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Import leads doesn't trigger sending emails
Hi, I created an automation action, and the trigger is "Lead created".. It works fine when leads are added manually, but everytime when I import them, the action is not triggered. Anyone experienced this issue?
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Is hubspot worth it?
We want to add targeted mailing and create work flow automation. I have looked at hubspot which looks comprehensive but is expensive and would also likely mean we move to their CRM package to be more seamless. Does anyone have any suggestions on an equivalent option for pipedrive or if hubspot integrates easily to…