Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. In order to automatically mark them as Subscribed, this would need either: * Zapier to have access to edit the field "Marketing Status" * (longer workaround) Pipedrive Workflow Automation have access to edit the field…
We receive leads from a number of different sources. We're using a PD marketplace app to import those leads into PD as deals. Is there a way to send out an email saying we've received your request and will contact you soon without the deals "person" being subscribed? We're not sending out a full blown marketing campaign to…
I am trying to set up an automation that enables a custom 'people' field to update based on its associated 'organization's' field. How do I do this please?
Hey everyone! Pretty new to Pipedrive, so this may be a stupid question... am I able to create custom automations with the complexity of the templates? I'd really like to be able to use "When a deal has been added to a specific pipeline stage" as my trigger, but it appears for custom automations my only deal-related…
Is there a way to create an automation that says, "if a people is added, and the LinkedIn Profile is not empty, but the person email is empty - then create an automation that runs SmartData - and update the email fields based on what the SmartData finds? We have a lot of people who only have LinkedIn Profiles but not…
I am use to adding spf records to domains. I don't see the mail server record settings that I would normally see for a mail provider. Where do I find these?
Howdy team! A number of our automations utilize "Wait For Conditions" before proceeding to the next step. Unfortunately, given we're only able to have the action sit in limbo for 5 days, this will prematurely end automations for my team when they take their vacations. I know that using a Delay condition would solve that…
What condition should be used to stop a workflow if the first email in the sequence is rejected, undeliverable, etc.? I see the following condition is available "email has been sent"/ "Is" / "False" but, I'm not sure that will stop the flow given that the email has been sent, just not delivered. Please advise. Thanks!
I’ve set up a lead email automation, so that new leads added with the label ‘New Lead’ goes into a 3 email automation with delays, only receiving email 2 and 3 if they don’t reply. However, upon testing this on myself, I can see that me being sent the email didn’t track on the lead (despite selecting the track opens and…
Prezados boa tarde, Gostaria de automatizar sempre que um negócio for para um proprietário (exemplo João), esse proprietário já ficar com outro seguidor (exemplo Marcos), vinculado tanto no negócio quanto na pessoa...
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