Hi, i have created some E-Mail Templates which i would like to use in automations and would like to insert a Field of when the deal was initially created. But i do not see any default field besides Title, Owner, Value etc... Any ideas?
Ultimately, I want deals that have been in our pipeline too long to clear out to clear out the clutter. Is there a way to do this automatically? I see the rotting feature, but that seems to just alert me that the deal is old. I'm thinking that if I can automate the deals being marked as lost, we'd ideally be able to reopen…
User story As a Sales rep on holidays I would like Pipedrive to auto-reply my contact's messages + add my Sales colleague as a follower in the deal + CC him to the email conversation So my colleague can take over the conversation while keeping me in the loop and can temporarily access the deal and contact while I'm away…
Dear community, I would like to configure an email template in Pipedrive where the greeting contains the sender first name (not the full name). Also, the email signature should be contained. However, under deal -> template -> "Insert field" I do not see fitting fields. I understand that it is possible to attach the user's…
Some of my automations are sending emails to contacts that have deals in the pipeline. But when I check the deal, I see no history of emails sent, even though the contact has received my email. Is this a bug?
I work with Zapier and want the trigger - Campaign in Pipedrive was sent. In the campaign, there is a link to Calendly - when this is clicked, the workflow should start. However, I can't find the trigger 'Campaign was sent' in either Pipedrive automations or Zapier - can anyone help me further?
Hi, I created a single selection custom field in deal. I want to create an automation if this single seletion field is not selected. In the current situation I created an action as *if this field is empty* but this condition is not working. Any help ?
We market our product to three distinct segments, which we track at both the Org and the Deal level. I would like to create an automation that copies the "Segment" field from the Org and puts it into the "Segment" field of the Deal. I'm stumped. Is it possible?
When creating an email template, I want one of the field options to be the day of the week which automatically updates based on the day of the week. Ultimately, this will be used as part of a Workflow Automation. An example might be: [First Name], I hope you're enjoying this fine [Day of the Week] morning. Any suggestions?…
Hey there, I was wondering if there is a way to organize the automations in folders or something. I tried using emojis but again them being ordered by last updated makes it hard to find the needed automation. Is there some way to do this? If not is there some workaround that you guys use? Thanks!
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