Hi all - After I have created a new Contact or Organisation, I then create a Deal for that Contact or Org. Is it possible for certain fields (namely address fields) to be copied into the new Deal? This will save double entry of data. Thanks, Rob
Hello everyone, I designed some automations to create new activities when a deal is moved to a next stage. However sometimes it happens that a deal is moved backward and this creates some issues since the same automatic activities are duplicated. I'd like to set a conditions like: "Create activity x when a deal is moved to…
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…
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