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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…
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Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🎉
Use a Happy New Year email to tap into your audience’s end-of-year needs and aspirations The beginning of the New Year marks a time when consumers are focused on starting new projects, implementing change and planning out the year ahead. Take advantage of this fresh start by sending out targeted “Happy New Year” emails…
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I created automation that sends email to new lead. I would like to measure email performance segment
Any idea how to do it?
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Automated tasks at specific times of the year: How do one create automated tasks at specific times
Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start seasonal sales activities. We have seasonal sales of specific products. For example, in springtime, I want to have automated tasks for every account manager to contact all their accounts about specific…
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Is this a small Bug?
Hello, just wondering if this is a bug or I did something wrong somewhere. I created an automation that when a deal is won it automatically moves the deal to the next stage. I look for that deal and the top graph shows it is in that new stage, but it shows "0 days" even after weeks of being in that stage. I when I place my…
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How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a
How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a stage, the team needs to perform a sequence of tasks, one after the other. How do I create one workflow that will only create the next task once the previous task in the workflow is done?
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Hyperlink in automation
Dag collega's, Ik kreeg op onderstaande post geen respons in de grote internationale groep (?), in NL is er vast wel iemand die me kan helpen :-) "I've created an automation that sends an email to a deal owner when there is a new deal. In this email i use the 'Organisation' and 'Contact' predefined fields. This ends in the…
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Impossible to use contact tags in workflow automation ?
Hi, I would like to use tags in my workflow automation : for instance update a field if the contact has a specific tag, and update it if the contact has not anymore this tag... It there a way to do it ? or do i have to use Zapier ? Thanks Jean
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Has anyone found a workaround for the lack of time-based triggers?
I would like to automatically schedule activities based on dates such as "Won Time", as I have several clients all with different Won dates. I'm eagerly awaiting the time-based trigger, but in the meantime, has anyone got a good solution?
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Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…
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Deal Unique Key
Hi There, on the Deal view I would need a visible field, authomatically filled, to use as a unique key. Any tips? Thank you! P
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Trigger automation based on deals going rotten
Does anyone have any ideas on how to trigger an automation based on a deal going rotten? Example: When a deal goes rotten, create an activity to follow up with the customer.
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How to avoid change name of company and other date from fields with AUTOMATION?
I believe this is possible to do with automation inside Pipedrive. We need to avoid that regular users change the following: * Company names * Certain custom fields (text) * Ownership of deals Anyone knows how can we do it using automation?
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List of cool and useful automations done with "Pipedrive Workflow Automation"?
Somebody know a web / list or whatever other source to know a bunch of interesting automations done internally with the "Pipedrive Workflow Automation" feature? I am looking for the idea of what to automate, not how to do it (which is pretty straightforward. I have tried to look for in the web but I don't find any…
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Would you find the branching possibility in the workflow automation usefull ? For example, have the
Would you find the branching possibility in the workflow automation usefull ? For example, have the possibility to setup automations such as "When deal updated, if in step 1 then send mail and create an activity, if in step 2 and field value is empty, then create an activity, else send an email".
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Workflow issue
I´m having a problem where one workflow seems to be linked somehow to another workflow so that when I activate one it send out the activity of two work flows. If i discative one then all is ok. So its linked somewhere and I can't figure out where. Any suggestions
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Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…
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Tracking Employee Time
We utilize pipedrive to manage jobs in our electric motor repair facility. Each repair job is handled as an individual deal. We would like to be able to have mechanics clock in and out of the jobs/deals for time tracking purposes to flow through to invoicing and possibly payroll. Basically we want a timeclock function that…
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Set activity time as "Now" in workflow automation
It would be useful to be able to set the activity time as "now" in workflow automation. (I searched to see if this had been asked before but didn't find it - surprising - so am adding)
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Email settings
The following feature didn't work for me : Email tracking and email acknowledgement.
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Recommendation for Managing Won Deals w/ Products
Hi All, I'm looking for advice and suggestions from others on how they manage the actual fulfillment of won deals in Pipedrive. At the moment there seems to be no way to automatically push the data from a won deal to any other platform / gsheet / anything and also include the products associated with that won deal. Due to…
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11 Welcome Email Examples to Engage New Customers 💌 ⚡⚡
The welcome email is an email sent to a new subscriber or customer after they’ve signed up to your email list. It is the digital equivalent of a cashier handing you a receipt, thanking you for your purchase and pointing out other items to consider buying on your next visit. The welcome email, either standalone or in a…
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Activity (WEEK) view is GOOD! Need MONTH view too
Activity section has WEEK view only, within a week you can just drag an activity from Monday and and move it to Wednesday for example. However if I need to move an activity from 2nd OCT to 25 OCT, I ONLY can EDIT the activity so change 2 OCT to 25 OCT, I need a feature to MOVE it (DRAG and DROP). @Mike Gifford @Elizabeth…
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WorkFlow Automation
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…
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EMail platform that can both allow conditional sequencing and utilize Deal level fields in the body
I perhaps am seeking a unicorn. We utilize Pipedrive as a project management tool. Each contact may have many deals. Reaching a stage triggers an email to be sent. However, every time the SAME contact has a new deal reach that same stage, we want them to receive a different email (in the mapping: If have received Email #1,…
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Is there a way to create internal email using Worklow Automation?
Hi all, We often require different teams to perform tasks depending upon the point in the timeline. For instance, when a new deal is added, I require our technical team to perform qualification before the deal can progress. In our other CRM we would have a rule where an email & activity would auto generate for said…
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Lets share workflow automations! 🚀
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…
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Deal won > Automatic email with products ordered
Hi everyone! I want to save time and limit the risk of error when I won a deal. Let’s say that I have a deal and there are products attached to it. When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information : * Company name + info * Contact name + info * All…