Hello! I'd like to have the possibility to edit the automations created by my colleagues and that they would be able to edit my automations. Something like the email templates: private or shared. Thanks!
How do I create this type of field?
We use different phases for a project. We have created a template of different activities for each phase. Is it possible to set up an automation in which the project automatically moves to the next phase when all tasks within 1 phase are set to done?
The title pretty much says it all. An example: I change a label on a person/org/deal, it scrapes the bits of info from the person/org/deal that I specify, and slaps them in a note on the same or any other person/org/deal. Yes I can accomplish this in Zapier or Make, and I have, but native in Pipedrive would be nice.
Hey I am finally trying to make full use of PipeDrive. I have created a meeting via Scheduler. The downside is, once someone books a meeting I can't seem to send them email reminders (24 hours and 1 hour) before the meeting. Is there a workaround for this? Thanks TK
Does anyone know if it's possible to set up a workflow automation, so when a client books a meeting they are reminded 1hr prior to meeting? It doesn't seem possible through Pipedrive itself as strangely enough scheduler Pipedrive's appointment calendar isn't a trigger. I've tried it through Zapier but just cant seem to…
Hi! I would like to set Deal's status to "Lost" if a Person 'county' (custom field) is not a specific value. In pseudocode: if deal.person.county != "foo" then deal.status = 'lost' I tried doing this in Automations but I couldn't find a way to filter on Person.status if I start with a 'Deal Created' trigger. And if I start…
Can I add a esignature field to a doc template? I would rather not have to drag the signature fields over every single time. Can I include them in the template?
Hi there, We are a wedding business, couples book their weddings with us through Acuity. I already have a Zap that converts the Deal to 'won' as soon as they book. However I want to be able then to manage their booking all the way through their wedding journey inside Pipedrive using projects. I am looking for a way that…
I have tons of data on my excel for leads and contacts. Now I want to do everything from pipedrive. How should I approach this exercise? Should I setup my excel in certain format or anything else?
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