Hello there! I colect Deals from Typeform. The deals are asigned to me since I own the integration. That said, I need to change the owner of a Deal to the person that drags and drop to the next stage. Thanks in advance
Can i organise an automatisation that send an email every year for a birthday? i explain, when i add a customer in my contact, i also add is birthday date. From that point when i add the date, is it possible to have an automatic email send for that precise date every year? Thanks - Phil
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
I have a workflow that sends the customer all necessary PDF forms they need to fill out when a deal begins via automated email. When the customer replies to the email with attachments, the email shows up in the history of the deal. I'd like to have those attachments automatically add to the Files section of the deal.…
I am looking for a tool to bulk import Sales Navigator lead lists into Pipedrive with custom fields such as LinkedIN profile URL. In the past, we had used Snov.io, but ran into increasing technical problems, losing 10%-90% of leads on the Sales Navigator list. Does anyone use a well-functioning solution? Thanks for any…
Hi, Do you know how I can send an email based on user's language, when a new lead is created? I've created a language field, attached to the person. But how can I reuse this field with an automation, based on lead creation? Thanks for your help or advices! Matthieu
Hi, Is there a way to enter a timeline to contact all people under a specific label without scheduling an action with every contact individually?
Hello, I have been creating new email automation to send out reminders when someone has been in a certain stage for a week. I am using the instant conditions of Deal stage is __ and Deal stage has not changed. With then a delay of 1 week. Then the email template is sent. My question is if a deal is triggered by this…
I am sending emails out to new leads in my leads inbox using various templates. These are not automated because I like to personalize the first email out. I need a way to automatically send a followup email 3 days later if I don't get a reply. The Automations feature doesn't have a good trigger for this. What is the…
Afternoon all, I am trying to create an automated workflow which will automatically send a templated email and then generate a follow-up call activity a few days later. For some reason I can only get the automated email activity to work (and not the creation of the follow-up call activity). However, the automation only…
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