Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
Hello everyone! I haven't found a way to do this, and is killing me softly. Here's what I'm looking for in a if/then automation workflow: I want to set up an automation in Pipedrive for my sales pipeline, which has the following stages: Prospecting, 1st Contact, and Cooler. Here’s the process I want to automate: When a new…
Outcome Description: When my team marks a deal as 'Won' and creates a project, we need the notes from the deal to transfer into the corresponding project. Pipedrive's AI chatbot said this isn't currently supported, so we're having to copy and paste all the notes from every deal into it's corresponding project. The chatbot…
Greetings, I have a client who runs many workflow automations. He recently discovered many automations failed, but he had no idea that these automations failed. Now he became furious because these automations were crucial for his business. Is there any way to get notified when automation failed? I believe Zapier provides a…
Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM. This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to…
Hi Folks, I need to provide a report that extracts some fields from "Contacts" and other fields from "Deals". Is this technically possible?
Can i send a webhook 1 hour before an activity is due ? I see that i can run automation for only X days before and at specific time :) I dont understand why Pipedrive made automations if we HAVE to choose time to run.. this is no sense..
I operate Pipedrive as a language school Our business is operating by lessons (online appointments) Right now we use Cronhooks for scheduling but im thinking to move over to Pipedrive.. I can see in Pipedrive's custom fields there is either date or time.. what if i have 12 types of appointments and i want each one to run…
Hi, I'm trying to build automations around creating invoices based on products in a Deal for the case where it's a project that's split into multiple invoices based on milestones. I can capture this in Pipedrive using either Installments on the Products listed in the Deal or via Payments on the Deal. I can't find…
I want to print labels for several customers for a mailer. Is there a way to do this directly from Pipedrive?
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