Workflow automations still cannot be created based on recipient activity. I was able to use WF automations to create an activity each time someone opened/clicked in an email with Mailigen, sadly this is not the case with Campaigns. I have noticed that this was enquired about a while ago but there is still no solution.…
Hi everyone, Does anyone know of a way to automatically create an activity when a new product is added? I don't see any direct possibilities to do this in Workflow Automation as 'Products' are not listed as a trigger. Thanks, George
Hi everybody! I have recently started using product feature and find it really good for the calculation and input of the deal value. We are selling solid wood panels for a furniture industry. The thing is that price of one m3 of the same product may differ very much for each customer, depending on different factors. I…
I am looking to create automation for follow-ups on deals I have won. For example, if the maturity date of their deal expires on December 15, 2023. I would like to create an automation that creates an activity to contact the client 180 days before the expiry date. Is this possible, if not, any suggestions on what to do to…
Is there a way to place the workflow automations in a specific order without deleting and creating them again?
Hello there! Is there a way to put labels on emails on PipeDrive like how it was sorted out on Gmail?
I have a workflow that sends the customer all necessary PDF forms they need to fill out when a deal begins via automated email. When the customer replies to the email with attachments, the email shows up in the history of the deal. I'd like to have those attachments automatically add to the Files section of the deal.…
Hi, i would like to synchronise my Icloud calendar with Pipedrive, but I can't find a way to do it. Is there a possibility? All my calendar management is done via iCloud. It would be a shame if Pipedrive did not support this. Greetings Marc
Can you not try to use the workflow automation tool in the sandbox inviroment?
Hi! I'm trying to use the date format like this 'dd/mm/yyyy' when I'm creating my workflows. But Pipedrive seems to do only half the job. Is there a way to show 'date format' in 'Subject' field just like it shows in 'Add time'? Thank you!
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