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Workflow Automation Question?
Hi, I'm trying to set up an automatic email to customer when there set up as a deal. Process seems easy but when putting email together it doesn't come up with templates or any where to write the email. Can someone help with this.
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Workflow Automations: Automatically Includes Email Tracking
If I create a workflow automation to send an email based on a certain condition and I already have email tracking "on" for my account, will the automatic email be tracked to see if the recipient opened it?
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Automated Notification
I want to create an automated notification, if deals stays in one particular stage for more than a certain time (let's say 1 week). How can i do that ? I tried with workflow automation but could not find a solution. Can you guys help me out ? Thanks in advance.
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Adding Deall when Contact Added
I would like to create a deal automatically when a new contact is added with a certain Label.. Can anyone tell me how to do that?
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Is this workflow possible?
Two separate deal details fields: A & B A is single option and B is multiple option Only one of the fields can have a value selected for each deal. Is it possible to erase the value of A if B has a value and is it possible to erase the value of B if A has a value set? Or rather set the value to 'none'? Of the other field.…
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Love Pipedrive but my costs are adding up fast
I don't really understand why I have to use other platforms for my email campaigns. I kid you not when I tell you I use 43 different programs and apps for my real estate business. Thank the Lord I don't have to pay for all of them but I still spend a ton. Being an independent agent and shoveling out money for CRM,…
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Reason for loss not display
Hi, I've just use this workflow automation : * When an opportunity is moved to the "lost" pipeline stage, the status of the offer is updated to "lost". There is an issue with this automation : when I manualy change the status from open to lost, I can fill in the reasons for loss thanks to a pop-up message. When the…
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Updating deal value from custom field
Hi - I currently have deals created automatically in Pipedrive when a website visitor completes a Typeform on the website. One of the Typeform questions is 'how much can you spend each month' - This updated a custom field in the Pipedrive Deal with the same name. I want this field to update the actual Deal Value field in…
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What is the main reason you resort to other apps for email and automation (Gmail, Zapier, Integromat
What is the main reason you resort to other apps for email and automation (Gmail, Zapier, Integromatt, Drip, AutopilotHQ)?
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Mailigen Syncbot to Pipedrive actions
Great Interaction with Pipedrive support yesterday. I was typing up an internal note but I figured to share. I am thinking of putting all my pipedrive notes on posts so I can have everything in one place and share a little bit of knowledge. Mailigen syncbot to pipedrive supports - The options are that you can: * - Create…
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Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote
Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote. We tried to automate this feature using Zapier as well but no success. Pipedrive support also confirmed that this is not possible. But I think it would be very helpful. In fact most of the activities scheduled are…
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Beta testers wanted for Revamped Workflow Automations (Advanced plan and higher)
Sneak peek below (wait for it…) : ) Hi! I’m inviting you to be part of a beta program, so that you have early access to the new Workflow Automation version. ➡️ ➡️ Want to know more? Want to enrol? Go here. ⬅️ ⬅️ (please don't comment in this post, it won't enrol you) Thanks!
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ברוכים הבאים לקבוצה הישראלית בקהילת פייפדרייב הבינלאומית :-)
יצרנו פלטפורמה לשאלות ותשובות לקהל הישראלי. שמי דודו ציזנר מחברת לאנדוליני פתרונות, ואני מוביל את קהילת פייפדרייב בישראל מאז 2015. עכשיו כחלק מקהילת המכירות העולמית של פייפדרייב שמור לנו מקום של כבוד בשיח ובפעילות. אנחנו עושים דברים מדהימים בישראל עם אוטומציה מכירתית ואינטגרציה בין פייפדרייב למערכות אחרות ואין לי ספק…
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How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
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CRM Requirments
Hi community wanted to see if I could get some help in the following requirments our business has when it comes to a CRM. We are evaluation other options too (SFDC, Superoffice, Hubspot). I personally prefer Pipedrive but wanted to see if anyone had advice on the stuff below: * Tracking customer documents in the same…
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Mailigen Subscribers from multiple sources
Ok, So we are getting started with Mailigen and I have a question about if something can be accomplished. We will have a newsletter that goes out and we want it to go to a group of people that originate from pipedrive and also that originated from an imported spreadsheet directly into mailigen because we don't want a…
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Pipedrive mein Follow Up einrichten
Pipedrive mein Follow Up einrichten Hallo liebe Community, ich möchte gerne in Pipedrive mein Follow Up einrichten. Tag 1: 1. Follow-up Tag 3: 2. Follow-up Tag 6: 3. Follow-up Tag 12: 4. Follow-up Tag: 24: 5. Follow-up Tag 50: 6. Follow-up Nach Tag 50: Einmal im Monat Wie erstelle ich das einfach und simple ? Danke Florian…
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email lists label
If you are adding a custom field to your people records to define which email lists they will be a part of you can get a little fancy by adding a trademark label to the field description. On a mac press option and the number 2 for ™.
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Project Handoff Based on Product
We're migrating over to Pipedrive and we can't figure out how to hand it off to our operations team after we make the sale. We have a certain set of tasks we need to complete to prepare the sale for operation, but the tasks change based on the product we sold. Does anyone have a fancy workaround? Workflow automations don't…
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Pipedrive mein Follow Up einrichten
Hallo liebe Community, ich möchte gerne in Pipedrive mein Follow Up einrichten. Tag 1: 1. Follow-up Tag 3: 2. Follow-up Tag 6: 3. Follow-up Tag 12: 4. Follow-up Tag: 24: 5. Follow-up Tag 50: 6. Follow-up Nach Tag 50: Einmal im Monat Wie erstelle ich das einfach und simple ? Danke Florian Hello dear community, I would like…
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Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
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Managing automations for my team
I'm the technical and process lead for our sales team. As such I need to setup automations for all our sales reps. One use case is that when a lead is converted to a deal an email should go out from the sales rep that converted the lead to a deal from the lead inbox. Due to today's security restrictions each sales rep has…
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How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
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email automation not working for team member
Hi - New PD user here. I created my first automation whereby it triggers an email template to be be sent to a contact when a custom field value is changed to "Yay". When I test it myself it works perfectly. However, when our one other PD user (also an Admin) tests it, the automated email is sent, but the email message…
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Hello Pipedrivers! Question about the use of CRM software for B2B companies
I am writing a report about how CRM softwares can enhance the performance/efficicency of B2B companies and about why a CRM software is useful especially for companies in the B2B Market. Does anyone have any information about this? Any comments, your own experience or links to access articles/data about this topic would be…
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3 tips for writing better subject lines (with examples)! 💡
1. Keep the subject line to the point A report by Retention Science found that subject lines with 6 to 10 words deliver the highest open rate, making 8 words an ideal number for a subject line. If a subject line is too long, it will get cut off and your reader will not know what the email is about (and could ignore it).…
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Dear Community. I wanted to ask you about your experience with implementation of pipedrive. Have you
Dear Community. I wanted to ask you about your experience with implementation of pipedrive. Have you used outsource partners to integrated pipedrive or something different? Our company have around 150 people and as you can imagine, there is a number of stakeholders to think about and to integrate (aftermarket sales,…
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Group Creation
Hello, I would like to ask if there is the ability to create a group of people to have it ready to send emails.
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Odd Glitch with automation or my mistake?
Can anybody tell me why the subject line initially populates properly with "Slice Verification" but then almost instantly changes to the organization name? (automation above) Below is a very similar automation and it does NOT have the same problem. The subject stays "Proposal Due"
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Getting 1% reply rates? Crank it up to 80% using this process that you can copy!
In this episode Jeremy Leveille, the sales superstar from LeadIQ broke down the 19-month long journey that started with him getting low reply rates to his sales emails and details the process of how he tinkered with different tactics like video and multichannel outreach, which resulted in tremendous results. You can try…