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?
Hi Guys, We have very reluctantly had to move over to the new deal layout which is not at all convenient for our business. Previously whenever going into a 'deal' it was very easy to sift between the contact card and the deal - now there is a 'Summary' section to have to go too to find a link to the client to go back to…
One of my salespeople came to me disappointed that the celebration (bowling a strike, sinking a putt, etc) doesn't happen every time. He won five deals and "won" each of them in quick succession. Does timing play a role in the celebration happening? It may seem silly but this celebration moment really is enjoyed. Curious…
I am utilizing the Lemlist integration, which requires any custom fields used to be at the Contact level. The field I want to pull in is an "Insight" that I have added to the Organization level. I want that Insight to be inherited at the Contact level for any contact tied to that Organization. I spoke with support, and…
Hi Guys- In the automation workflow actions, there is an action called "Send email using template"- to use this action, one must indicate a value for the field "Email Template Person". My question is: does "Email Template Person" mean to send a copy of the email to the person who created the template? or to the person who…
I have a automation workflow that's not working and wondering what I have set up incorrectly. 🤔 This is the part that's not working - the activity isn't being marked as done. Would appreciate any help! I've only tested this once so if there's nothing wrong with my workflow, I can re-test it. I need to replicate this…
Hi All - Just wondering whether anyone has had any workflows / integrations with Pipedrive for a Request for Proposal system? We ask a number of suppliers for quotes and then compare them before selecting the best one for the client. Ideally we would like an automated system that incorporates with Pipedrive. Any help very…
Hi, I am trying to create a workflow automation that produces an email to notify our administrative team to enter the lead's primary information, contact information and organizational information into our primary business management system when the deal passes a certain stage in our pipeline. This can't be accomplished…
I would like to have automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I understand…
I need automatically to send Pipedrive Contacts (name, last name, email) to Mailerlite. What zap should I use?
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