I was looking to create a workflow automation that will delete any open activities when a deal is marked won or lost. Apparently the system isn't capable of this, at this time. Does anyone have any work around ideas to help us keep our to-do Activities accurately reflecting the work that needs to be done?
When we have a license deal and its won we have it move to another pipeline. This pipeline I need to monitor the deal for 90 days and move it into another deal stage at that 90 days before renewal. We have a date field with a date of that renewal. Can we use that field to automate the to move to a deal stage 90 days out so…
Hello, Today I have been swapped me to the new UI, and I am wanting to revert to the old UI. The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields. When sending an email, I will often link these generated documents within the email as hyperlinks or…
Hello, I would like to automatically create a SharePoint folder structure when I move my deal on a certain status using as input information from the deal. Is this possible by using PipeDrive automations or only achievable through Zapier? Thank you in advance!
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…
I realize that follow up is one of the hardest things for sales to do and so having the next activity automatically pop up makes sense but it really gets in the way of my workflow and what I am doing. I never use it. I set up my follow up activities later. Can this feature be allowed to be disabled even on smaller lans and…
Hi. Whats the best way to create an automation that automatically sends follow up emails after a proposal has been sent to the contact. The automation has to be manually stoppable. The trigger "E-Mail answered" is not good enough, since the trigger could also be a phonecall, a meeting, an appointment-booking etc. I am…
Hi! To reduce human error, I am trying to create an automation, where: After a deal with a certain text in a certain custom field (an internal ID) in one Pipeline gets won, the Automation will find an open deal in another Pipeline that has same text in the same custom field, and moves that deal into a certain stage. As I…
Guten Morgen, wir brauchen eine Funktion zur automatischen Termin-Erinnerung an die Teilnehmer des Meetings (insbesondere unsere Kunden). Use Case: Wir planen einen Kundentermin als Aktivität in x Wochen und möchten einen/zwei Tage vorher eine automatisch generierte E-Mail als Erinnerung an den Kunden senden. Diese…
Hello! I've created an workflow automation for a 3 days automatic reminder. Every time we mark an activity as done, it creates a new activity automatically for in 3 days. I've configured 3 days, tried with skip weekends and whatnot. Not successful. I'd like to implement 3 'business days' as the due date of the activity. So…
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