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sync org and contacts owner upon changes
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization? Automation doesn't support that AFAIK thanks
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SPF Record.
I am use to adding spf records to domains. I don't see the mail server record settings that I would normally see for a mail provider. Where do I find these?
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automation: cc participants when new deal stage
Hi, I would like to know how to automate an emailing to the participants of a deal when this deal's stage is edited? If not possible, do you know any other way to achieve this using a connector service for exemple, like zapier or make? Thanks for your help.
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Pipeline Activity report
Is there any way we can generate a report to how all pipeline activity not have to do this pipeline by pipeline
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Follow Up Emails - Same Email Thread
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
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Best email templates to use?
Hi all, When sending out Automation email campaigns, is it best to use an email templates that you can create in the contacts section or a campaign template or create a campaign from the Automated campaigns section, or indeed directly within the Automation section? It's very confusing!
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Document Mail Merge
Hi All, We run a 'mail merge' from Pipedrive that output a series of 'fields' into a Word document. Recently this has taken an age (36 hours yesterday !). Has anybody else out there experienced a similar issue and able to offer a potential solution please ? Regards, CL
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Follow Up Automation
Hi Guys. We are trying to add an automation to create a Follow up Activity every 7 days until the expected deal close date, but I couldn't find how to add the expected deal close date as a milestone to create the activities. Does anyone know if it's possible to do? Thank you!
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How to add call audio recording with python requests /callLogs/<id>/recordings
I need the working example of how I can upload an audio recording to a call activity in Pipedrive with some pythonic library . I ask to provide the complete working example instead of suggesting the basic idea, because I have already tried a lot of ways of passing header parameters and those do not work in this case, and…
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Newbie question on drip marketing - what tools to integrate with Pipedrive?
I'm looking for basic direction on what tool to use for an email drip marketing campaign. I'm putting together a marketing / sales campaign. I have an identified target market segment and supporting collateral (video, landing page, Calendly, supporting web pages). I'm selling online workshops for process change, strategy,…
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What Email Template??
I'm confused as there appear to be multiple places email "templates" exist. I'd like to send an email using automation and I have 20+ emails created under Email Templates & Campaigns. However, when I create an automation to send an email template, NONE of the templates or campaigns I've created show up. The only templates…
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How to Import & continusouly synchronize list of product from website?
Hello Pipedrive Experts, We are a real estate agency and I am looking for process how to regulary updtate/synchronize Pipedrive products from our wordpress website (https://worldluxuryrealty.com) I.e. we are creating new products / i.e. listings / directly on our website and also regulary updating existing one - price…
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Create a new activity when all activities of a type is marked done
We are trying to hand over processes between employees, or give tasks when certain critieria is met. I would for instance like to do the following A deal wil have Task A, B, C of type X When all tasks have been marked done I would like to create Task D,E,F of type X When all tasks have been marked done I would like to…
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Emailing third parties using an automation
Hi, How can I set up an automation that emails a third party to request a quote ? I want the email to be within the deal so all the information is contained within the deal and pipeline. All I can see to do it to set up a task by automation, set up the template, but the recipient has to be manually inputted and then send…
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Copy automation and make a few changes
Setting up automations for first time. I have the first working well, but I need quite a few more that are going to be very similar but just a different workflow for a different type of deal. How can I make a copy of the first and then just make the changes to conditions and activities that I need.
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Automations - automated email
Hi! I have a question: when I set up automated emails through workflow automation: people who see these emails see the sender name like my email: firstname.lastname@company.name Can I change it somehow that it looks like my name: Name + Last Name? Very often these emails are also marked as spam .. Thanks! Marcelina
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auto schedule activity after sending email
After sending an email, can you have the "activity" automatically close and prompt you to schedule the next activity? Currently, to prompt me to schedule the next activity, it seems I have to schedule an email activity, send out the email, and close out the activity.
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Email Automations & Preventing team members from moving deals backwards
Hi all, As Pipedrive does not have the option to prevent deals being moved backwards in Pipedrive, we set up the following automation which works great. Automation 1 - Prevent Stage Moving 1-2 day follow up backwards However, needing some assistance to prevent an email automation sending the client the same email twice.…
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Creating new deal in new pipeline when a certain deal stage is entered
Can anyone help? I want to create a new deal in a different pipeline once a certain deal stage is achieved. Once Mortgage Offered stage in Mortgages pipeline is achieved I want to create a deal in Issue Invoices pipeline under Prep & Issue Invoice Stage. I can get the new deal created but it just sits under pipeline and…
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Avoiding sales moving opportunities stage backwards.
Hello, I have detected quite a lot of opportunities that sales move backwards for reasons that are not aligned with the behaviors we want to have in the team. Is there any way to avoid a sales moving opportunities backwards in the funnel?. Thanks, Iván.
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Making Organisation fields required on a certain funnel stage
Hello everyone, we are building a Pipeline, where we want to have certain custom fields for the organisation to be required. But only when a deal progresses into a certain pipeline stage. Just like you can make custom fields inportant in a certain funnel stage, we want to make certain fields required in a certain funnel…
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Link a person to a deal automatically
I've created workflows which create an Organisation when a Contact is created (this is coming from Mailshake via Zapier). I also have a workflow that creates a Deal when an Organisation is created. So the flow is currently - contact is created > organisation is created > deal is created. This all works fine, but for some…
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AI + Automation opportunities
Hi everyone! Nuno from Pipedrive's product team here :) As we explore how AI can help you better automate your work, we would love hearing from your experience. What tasks are you already using AI to automate your work, and what is the benefit? What tasks would you like to automate that you feel AI could help with, and…
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How will I be notified when someone deletes one of my contacts?
Hi there, when my colleague deletes one of my contacts, she gets a pop-up notification, that the owner of the contact and the admin have to possibility to restore the contact within 30 days. How will I get notified? Thank you!😁
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Send an email to myself when an email is opened
I want to send myself an email when an email I send from a deal is opened or when a link in that email is hit. Can someone tell me how to do that?
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Is there a way to send Email via automation from a custom field ?
I saw this image on https://community.pipedrive.com/discussion/12616/is-there-a-way-to-send-email-via-automation-from-a-custom-field but I don't know how to get 11 items like this to show. I can only see 5 on mine. All my custom fields do not show, only these standard ones show on mine. How can I get my custom email fields…
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Filtering to show deals that recently moved from Lost to Open
I can't find a way to filter deals that were switched from Lost to Open within the last month. I can find status changes, but there is no option to show stage changes.
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Using formula fields to calculate FV (Future Value) ?
Is it possible and what is the formula for Pipedrive to have a custom field which calculates a future value (FV)? In the following example assume that the following custom fields have values. (principle amount), (interest rate), (compounding 1x per year), (number of years) 🙏
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Lead to deal when reply to email
Hi, I just created my first automation: When a lead is added, send an email. If the email is replied, convert to a deal. Sending the emails works well. But pipedrive doesn't create the lead. Any idea what the issue is? Thanks, Matthieu
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Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in t
Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in the same stage for 30 days?