Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
I'd like to setup a flow so that when a deal is moved into a new deal stage, an automated email is sent (email 1, 2,). BUT, I'm looking for the advice on how to stop the sequence when there is a response from the prospect. Open to feedback on ways to do this with workflows within Pipedrive, Zapier, or combination of the…
Hi, I've tested multiple times, but I cannot link a Person and a Deal on Zapier. Person is never assigned to a Deal. What I'm doing wrong? Usually the flow is this: Create a Person Create a Deal
I recently set up email automation to automatically send out follow-up emails as I move my deals through the stages of my pipeline. However, I would like these emails to be connected to the original email I sent out (in the same email thread) as I've experienced that my reply rates improved then. I checked with the…
We moved to Pipedrive to have everything in one place. We upgraded to use the workflow/automations function. I simply want to be able to send emails to nurture warm leads (or cold leads), which we have to call deals with Pipedrive (confusing), and send emails on a schedule... like 1, 3, 5, 10 days, etc. I was excited…
האם יש פיצ'רים ו/או עדכונים לשפה העברית כמו כתיבה מימין משמאל
Emails sent by automation do not thread and create a new threat each time an email is sent. How can I create a thread while keeping automation ?
Importing about 3000 people using an excel sheet. At the moment it's looking like I'm going to have to import organizations and contacts separately and then link them manually one-by-one. Any ideas on what could make this easier?
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
I'm trying to set up a workflow automation that works as such: Trigger: New organization created. Condition: Organization must have at least 1 won deal. Action: Person assigned activity to reach out. I set it up but cannot get it to work. Does anyone have suggestions for a different way to do this? The only issue I can…
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