Hi, We have leaders that are on deal teams, but not the deal owner, and need to be kept in the loop as deals move through pipeline. The idea is to extend the "automatic assignment" functionality to following deals. UPDATE deals SET follower_id 6798 WHERE deal_custom_field = "X"
We're having a problem with webforms getting cut off when trying to embed them in a page on our website. No matter where I place it on the website, longer forms seem to get cut off. Just wondering if anyone has a solution to this issue?
I've created a custom field like radio button or say single select option, and created and integrated a webform. Now I want, If user select any one of the option. based on that option the deal get created on the pipeline. Like I have four option => Marketing, Sales, IT, SEO Now If user select the sales then the deal get…
I created an automation that is set up how I understood automations to be. Essentially the configuration goes: 1: Deal Updated 2: Deal Stage has changed to (stage name) 3: Send Email 4: Create Activity (Call) 5: Instant Condition (Activity status is Done: Activity 4). 6: Delay for 1 day (skip weekends) 7: Create Activity…
Hi, I want to setup an Auto Responder which should be triggered automatically for those new leads which has a certain word in their custom fields. Is this possible? and how? Thank you
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
We have leads that come in as contacts and we do not use the leads tab in Pipedrive. Instead, we assign person-owner when someone fills out one of our forms. We want to start alternating who gets these contacts as they come in between 2 people. We cannot figure out how to alternate these contact owners.
Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
I'd like to setup a flow so that when a deal is moved into a new deal stage, an automated email is sent (email 1, 2,). BUT, I'm looking for the advice on how to stop the sequence when there is a response from the prospect. Open to feedback on ways to do this with workflows within Pipedrive, Zapier, or combination of the…
Hi, I've tested multiple times, but I cannot link a Person and a Deal on Zapier. Person is never assigned to a Deal. What I'm doing wrong? Usually the flow is this: Create a Person Create a Deal
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