I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
until last friday, it was possible to clear a deal field completely in automations. the workflow builder even showed a confirmation: "if you leave this field empty in this action, the field will be cleared, are you sure you want to continue?", and if that was not the intended result, you could simply go back one step and…
Hi, I have an automation that when a deal has been moved to a different stage, it will send an email. However, when it sends a message, it would only send the body of the email template and it does not include the user/sender's signature. Is there a way to include the user/sender's email signature on this automation? Thank…
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization? Automation doesn't support that AFAIK thanks
Hi, I would like to know how to automate an emailing to the participants of a deal when this deal's stage is edited? If not possible, do you know any other way to achieve this using a connector service for exemple, like zapier or make? Thanks for your help.
Is there any way we can generate a report to how all pipeline activity not have to do this pipeline by pipeline
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
Hi all, When sending out Automation email campaigns, is it best to use an email templates that you can create in the contacts section or a campaign template or create a campaign from the Automated campaigns section, or indeed directly within the Automation section? It's very confusing!
Hi All, We run a 'mail merge' from Pipedrive that output a series of 'fields' into a Word document. Recently this has taken an age (36 hours yesterday !). Has anybody else out there experienced a similar issue and able to offer a potential solution please ? Regards, CL
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