Hi, Does anyone have any idea, My sales team is set up within Sub teams, but there is also at pooled resource that writes business for all of the other teams. So I am trying to report deal statistics by two fields, The deal owner, which is simple The organization owner which seems not to be. The reason for this is that the…
My automation was stopped due to frequency limits - and I saw the error. I understand that we triggered the campaign via a 'bulk edit' which caused the error. However now it has been a few weeks and I cannot see any 'stopped' executions in my automations history or any indication that we had hit frequency limits. The…
Hello, I am sending out first email to the leads to filter them out. I would like to convert the leads to deals depending on their interaction with the Email. For e.g. if they open or click anything in email it should be automatically converted. But to do so I didn't find any matching action in Automations. Please find the…
Hi there, We send out notes on an activity as an email when certain activities are marked as done. Currently the emails are now only showing the HTML coding for formatting etc instead of the actual formatting. It only started yesterday. Does anyone have any ideas???
Hi everyone, I'm trying to create an automation, that sends a email (based on a simple template) when a deal is created in the system. To do that I have created an automation that is triggered by a deal creation and the action is "send email based on a template". In the required field for this automation, I have selected…
As a Pipedrive Admin, I would like to set up automated emails for deal owners, based on when a deal is moved to a new stage by a sales rep. I understand how to set up the workflow. My question is, since I set it up (deal creator), the emails are coming from email address. How can I make sure the emails are being sent from…
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
Hi, I'm looking for a way to analyze each automation. For instance, we have different automations set for different types of leads for communication and nurturing. How can we view the read/open/clicks for each automation on a weekly basis?
I have a colour code on my calendar and have created a colour for "PD Sync." Does anyone know what parameters I can use to use conditional formatting to colour code the items I create in PD?
Is it possible if I mark a meeting as completed to get a query with a preselection and depending on the selection, the deal is pushed to the next phase or rejected?
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