Hi everybody, we were asked, a few times, to : 1) create an automation that delete future activities, for example follow up, if related deals get closed. 2) update the duration of an activity, via internal automation, using a custom field present in the related deal (example: days of a reservation) In the first case, we…
I am trying to work with activity due dates to trigger events for automation. In my opinion, this would be one of those essential triggers i.e. due date hits and a manager is notified that something did not get completed or due date hits and a series of emails is sent to client and employee speaking on the missed due date.…
Our company filters our leads based on their distance from us in miles. We have a distance field that we manually update but it is time consuming to check each one manually. Has anyone been able to create an automation to determine the driving distance between two addresses and set that as the value in a custom field? In…
When our leads come in from our main website, we immediately turn them into a deal and work our leads from there. We use automatic assignment for the deal so we can rotate between people who get the own the deals or leads in our case. The contact owner is different from the deals owner. Can I make an automation to change…
I was looking to create a workflow automation that will delete any open activities when a deal is marked won or lost. Apparently the system isn't capable of this, at this time. Does anyone have any work around ideas to help us keep our to-do Activities accurately reflecting the work that needs to be done?
When we have a license deal and its won we have it move to another pipeline. This pipeline I need to monitor the deal for 90 days and move it into another deal stage at that 90 days before renewal. We have a date field with a date of that renewal. Can we use that field to automate the to move to a deal stage 90 days out so…
Hello, Today I have been swapped me to the new UI, and I am wanting to revert to the old UI. The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields. When sending an email, I will often link these generated documents within the email as hyperlinks or…
Hello, I would like to automatically create a SharePoint folder structure when I move my deal on a certain status using as input information from the deal. Is this possible by using PipeDrive automations or only achievable through Zapier? Thank you in advance!
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…
I realize that follow up is one of the hardest things for sales to do and so having the next activity automatically pop up makes sense but it really gets in the way of my workflow and what I am doing. I never use it. I set up my follow up activities later. Can this feature be allowed to be disabled even on smaller lans and…
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