Hi all, At the moment, we're tracking people who scheduled a demo but didn't show up in a spreadsheet because I don't know how to track that in Pipedrive. I suppose it wouldn't be a good idea to have a "No Show" stage in a pipeline as each step of a pipeline should be mandatory for the vast majority of prospects. Also, it…
Hi there, my first question here :-) The case is the following: We've imported many Leads into Pipedrive. I want to send in all Leads an E-Mail Template, called “Template 1”. I started this, when I trigger all Leads with a new label. All Leads are sending my template, everything is fine. But now I would like to create an…
My automations keep rolling after the deal has been marked as won or lost. Is there a way to automatically kill the workflow once it has reached the won/lost position?
We have 2 pipelines. Sales and Production. We want a 'New Deal' to be automatically created in our Production pipeline, with all the details from the 'Won Deal' in the Sales pipeline the moment the sales deal is set to won. Is this possible? OR - can we have the won deal (with ALL the information from the deal) appear…
I have created the below automation but it didn't work. Can anyone point out the problem here?
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
Trying to clean up data for our future forecasting and so setting projects that have been 'lost' for months now. I can add the lost time (image 2) only after I've chosen the lost reason in the popup (image 1). Is there a way I can, in that same popup in image 1, also choose the lost time? If not, a feature like this will…
To help better manage the Leads Inbox, I would like functionality such as the following: If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible? Also, it is unclear what the difference is between the…
I have Intro meetings all the time. How can automate a follow up thank you email after those meetings occur? All those intro meetings contain the word "intro" within the calendar event. I'd like to automate the thank you email follow up response with the person I met after the meeting is completed. Any help is appreciated.…
I want to make it easier to get all of the necessary Deal information into Pipedrive. What are some best practices and can I leverage workflow automation for this?
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