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Would automated confirmation email/texts be helpful when scheduling meetings?
Would automated confirmation email/texts be helpful when scheduling meetings?
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Logical functions in Pipedrive
Hi everybody, I'm looking for a way to add logical functions in pipedrive like IF FIELD a=x and FIELD b=y THAN FIELD c=z. For example IF COUNTRY = UK + SEGMENT = Marketing Manager OR Sales Manager THAN TARGETGROUP=UK Marketing Is this possible with Pipedrive? What solutions are you using for similar problems? Thank you!
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List of SALES AUTOMATION workflows to share in CRM Pipedrive 2020
I have more than 20 different type of AUTOMATION workflows done for different clients so far in Pipedrive. Would somebody like to share their AUTOMATION? I can provide full access to the details on how was done each of one, If you are able to share yours. NOTE: Sorry the English, this was done originally in Spanish and…
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I do sales for a few companies- could I separate campaigns in Pipedrive?
Hi, I was wondering if there is a option to set up a few campaigns and separate all deals as I do sales for a few companies and its getting abit complicated? Thanks!
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It would be very useful to be able to resend group emails, to recipients who haven't read the initia
It would be very useful to be able to resend group emails, to recipients who haven't read the initial email only.
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Editing process / fields / stages
Hi everyone! We've been on pipedrive for about year now and are going through some growing pains. As we prep our operations for efficiency and scale, I'm wondering how people handle editing the fields / stages and automation without breaking what's in flight. It'd be ideal if we had a staging environment where we can…
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Test the new email feature prototype 📩 (deadline: April 12th)
Hello everyone, We are working on a new feature for email and we would be happy to get your feedback on the first prototype to test the usability. The information will be used for the research purpose only. You will be asked to complete some small tasks on the prototype, and there will be some questions regarding the…
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Sales Email Blast - Custom Subject Line
Hi all, I'm set up to send a group "individual" email to several contacts but I desperately need to customize the subject line. Any workarounds here that you may have?? TY
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Adding tasks based on products in a deal with automation
I would like to create tasks for a deal based on whether specific products have been added to it. The only trigger I can find in automation is based on number of products, not a specific one. For example, if Product A is added and the deal is won, I would like to create a task for support to get in touch with the client…
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Allow automation workflows to have priorities
Like sieve filters in roundcube, workflows should have priorities [which one gets executed first when two workflows have the same trigger or event filters] and there should be an option to stop execution of other filters. For instance, when we move a deal to a new stage, one workflow checks that all custom fields have been…
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workflow automation trigger
@Inês Batata I have created a task for every time a new deal is created, the problem is, when I go into the new deal and make some changes it adds all of the tasks again as if it was just created (again) How do I created the automated task to trigger once, when the deal is created, but only once?
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Can I create Private Workflows that my others users can't see?
Hello, Once I activate a custom workflow I have created does it automatically apply to all users in my company? I am looking to create private workflows for now for testing purposes but may want to roll them out to the company later. Thanks!
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Workflows driven by overdue activities
Hello... I had discovered the possibility to create workflows based on activity due dates - unfortunately not so specific that the workflow is only triggered when an activity is really overdue. Are you planning an extension here? Overdue activities are exactly what we want to avoid and a reminder via Slack would of course…
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How to send automatic mails in the customer's language, with deal as trigger?
Every time I create a new deal in my pipeline I want to send a mail in the customers' language to the customer. How is this possible.
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Creating different Activities based on a Label
I want to create an Activity when a Deal Stage is marked Done. Easy enough. But I also want to have a different due date for the Activity based on the Person Label (Using Hot, Warm, Cold) So every time an Activity is completed for a Hot lead it creates a new Activity due in say 2 days. Every time an Activity is completed…
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Automations
A peek into some of the automations we have going for the curious. (SERVICE) is for the service pipeline which we plan to utilize for customer service sales people to send requests to production to remedy an issue at a customer site. Everything else is for our SALES pipeline. 'Support Request' is a custom activity we have…
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What is the best process for this kind of automation?
I want to automate a bunch of Activities (say around 10) that happen in successively longer periods of time. For example when a Deal enters and new Stage, I want to follow up after 1 day, then 2 days, then 3 days, and so on. I could add them all at once, but it seems clunky to have 10 Activities all scheduled at the same…
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comment être conforme RGPD ?
secAvec le système d'automatisation d'envoi d'email il n'y a aucun bouton qui ne permette de faire en sorte que la personne qui reçoive l'email puisse se désinscrire de la liste des prospects et ne plus recevoir d'email. savez-vous comment faire ? Merci
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Marketing performance report.
It is possible to track the leads conversions from advertising platforms into a report of performance on pipedrive?
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Automate Reminders
Is there a way to automate a reminder, specifically to follow-up on an email? Is there something I can click that will give me a pop-up reminder to follow-up with a prospect? Thx!
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Need Help Setting up An Activity Workflow
I am needing help. I want to create a workflow that sets up an activity each time I am adding a new person to my database. I tried to see if this was already answered in the help center but didn't find it. I have one workflow already set up that sends a welcome email to all ne contacts. But I can not get my activity one to…
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Add custom Organization field to Deal Title (using workflow automation)
Hi all, For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf…
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Workflow Automation for Inside Sales Reps, SDR, BDR.
Anyone using WA for outbound calls/emails and automating the workflow? Does leads inbox help you manage your deals before converting to a deal. If yes has it helped you or others within your organization.
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Do workflow automated emails track opening?
Hi everyone! I am trying to automate and email through my workflow and I am not able to set up email tracking. My template has tracking and when it is sent outside the automation it works but not when sent with the automation - what am I doing wrong :) !?!?!?? THANK YOU!!
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Webhooks?
I have a client who owns a SAAS company/software. They want to be able to update deals in Pipedrive when a deal signs up to a trial and when they have paid. They said they have developers but would like some advice on what to tell their development team. They're happy to use Zapier or direct webhooks to PD. Could anyone…
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Show lost deals with calls more than 20 minutes
We use Kixie dial and want to be able to view calls which were longer than 20minutes that resulted in a lost (or won) deal. In Insights we can view calls which lasted more than 20minutes, but I can't attach this to deals to see how many long phones resulted in lost deals. Does anyone know how to do this? Thanks
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Creating cadences
Does anyone know if there is an ability to create cadences in Pipedrive or will I have to manually enter all the follow up touches? Thanks!
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Workflow Automation (Before update)
If I want to create a workflow automation under the 'add new action button' there are two options when I click on 'Organization.' What is the difference between 'Deal organization' and 'Deal organization (before update)?'
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Pipedrive API automation 'glitch.' - Changing deal stages
I have been having an issue with Pipedrives workflow automation tool. To me the rules here are straight forward - I have a deal which when moved to 'Check/Send Contract' AND the org name matches ANY of the listed organisations in the conditions then the deal will move to another stage called 'Under Consideration.' Now the…
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Transactional emails in Mailigen?
Hello, Is it possible to create transactional emails? The situation I would like to collect feedback from project managers(PM) once a project is completed. A PM may work on more than one project and the survey should be sent by my colleague who doesn't have access to Mailigen. Possible solution Ideally there would be a…