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How to "reject" creatively a deal in your pipeline that is part of the same bid or tender of a prosp
How to "reject" creatively a deal in your pipeline that is part of the same bid or tender of a prospect you gave a proposal that was not awarded for a final client? I am looking for a creative way (sales process / automation) to reject a deal in my pipeline when I have other identical proposals for other companies trying…
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Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template th
Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template that one can insert into the notes section for accounts? Yes, it can probably be done in word and copied over, but I was hoping for a template for the notes section.
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Is there a way to activities automatically added based on sent emails being opened or not opened?
OK, due to the fact that I am not sure where the best place to post regarding Pipedrive, I am going to post this in this group and on Pipedrive's community. Is there a way to have an activity automatically added based on an email being opened or not being opened? For example, if an email is not opened (at the length of…
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Speeding up your sales process with Email Sync!
In these challenging times, many people are working and selling remotely and are completely changing their outreach strategies. We have done a webinar session to talk about: * Better set up your Email Sync configuration * Use Email Tracking to approach leads with perfect timing * Speed up your sales process using Email…
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I am looking for assistance with creation of a workflow using Automations to trigger Activity's as D
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Does anyone know the best video or article to understand the logic around completing your workflow a
Does anyone know the best video or article to understand the logic around completing your workflow automation? I sometimes find this is where my workflows break down. Thanks
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Auto-Numbering
Is there a way to auto-number our deals? PO numbering? It is a pain to go back and check the previous deal entered to number the deal being entered--especially if the last deal entered is moved further forward in the pipline.
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Time triggers
Hi, I'm trying to configure an automation where the activator is a business that has been in the same stage for 5 days. Pipedrive told me that they currently do not have the option to configure it for days, so they suggested using Zapier. Could someone help me on how to use this tool with Pipedrive? Thank you
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Good morning everyone,
I am getting to grips with the automation function in Pipedrive and have se
Good morning everyone, I am getting to grips with the automation function in Pipedrive and have set up an auto email based on a template I created which automatically inserts the first name of the clients into the email. My question is whether there is a function to allow the details of the appointment to be input into the…
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automatic country code missing
Removing the automatic country code messed up the operations of a lot of PipeDrive customers. I'm dead in the water and waiting for mine to get restored.
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Trigger workflow from email tracking activity
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
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How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
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How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
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Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
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Notification emails to external people
Hey, Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won! I can only see how to send it to people who have pipedrive login accounts - am I missing something?
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HI!
I have an Automation question :
I have 2 Zaps running from Facebook to Pipedrive.
- first one
HI! I have an Automation question : I have 2 Zaps running from Facebook to Pipedrive. - first one creates deals in Pipedrive from Facebook Lead Ads - second one creates a Person in Pipedrive from the same Facebook Lead Ad The problem: the Person is not linked to the Deal in Pipedrive. Do you know how to link a Person to a…
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Suggestion for pipedrive
As we are an ecommerce business and mainly sell online we are finding ways on making the majority of our tasks automatic. However, it is becoming quite difficult with pipedrive, It would be great if pipedrive had the ability to remove units from the set stock count by incoming orders and the quantity in which have been…
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I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is
I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is created. In some way the structure of these products is the deal is different each time you create a new deal (despite the fact that the sequence is configured correct in the automation). Is there a way to force the…
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I would love this function: auto assign person when deal get's assigned
everytime I assign a deal to my sales guy, I want the person connected to that deal to be assigned automatically https://www.loom.com/share/8c54af79d6484be8a8cdd75e5292f8fd
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Itemising Activity Triggers
I've created the below trigger, however when more than one 'supplier' is selected in the deal, it groups the suppliers together in one activity, also below. I need one separate activity to appear for each supplier, how do I do this please?
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How do you imagine the latest advances in automation will change your business?
In recent years, we’ve seen a surge in automation technology. What’s become abundantly clear to us in that time is that automation can enhance the sales success of any sales team when utilized effectively. But the usefulness of automation and its ever-evolving abilities still divides experts. Ryan Stewman, CEO of Hardcore…
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Automazione Pipedrive: aggiunta nome Cliente o titolo Offerta
Ciao sono riuscito a impostare il trigger per far partire l'automazione e segnalare che è stato preso un ordine ma non capisco se è possibile includere nella mail il titolo della quotazione/offerta. Mi arriva quindi l'avviso che ho preso un ordine ma non capisco quale. Stesso discorso per questa automazione, nuova scheda…
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How are you tailoring your marketing automation messaging for Covid-19?
For customers to feel reassured, supported and engaged with your business during the Covid-19 crisis, all marketing automation messaging they receive needs to reflect and be relevant to current events. Failing to update your email marketing campaigns, especially those triggered by automation, can send a negative message to…
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Hello Pipedrivers! I am glad to join this community! Would like to know:
Hello Pipedrivers! I am glad to join this community! Would like to know:
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How can I create an automatic follow up email after X days without an answer with a different email
How can I create an automatic follow up email after X days without an answer with a different email template? See image for more detail. I'm looking for a native Pipedrive solution, not a paid marketplace app. Thanks!
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Automated emails
How do I include the deal name for reference in an automated email?
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Automated e-mail with use of individual signature
Hi there, I am setting up an automatisation flow with e-mail for new leads which can be triggered by everybody. In the e-mail settings in the Send Email with Template, I have clicked of the signature box (Use Signature: Yes). The flow works when I create a new lead with my signature. However when my college creates a new…
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Problem automatisation and signature
Hello everyone ! We created an automatisation that send a mail automatically when we change status : but the mail is sent with the email of my boss (who created the automatisation) . Can't find out how to change because settings seem good! And on the mail, on my signature I can see the image of myself, but when someone…
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Watch the recording of our first Canadian community meetup!
Last week on the 14th of May we had our first Canadian community meetup. Thank you so much for initiating this @Joseph Valenti and to all others attending! https://pipedrive.hubs.vidyard.com/watch/zBcwtUqxSPSFqL2LK3WsF1?We discussed the following: * How to best work on the community * Upcoming new features in Pipedrive and…
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We need to create a workflow based on the age of a deal, how is it possible?
We need to create a workflow based on the age of a deal, how is it possible?