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…
Hi All, we have the Business subscription level and I have Admin role level but I do not have access to Automations? Is this something that needs to be set up if so how please?
Can anyone please provide me with some useful automation ideas based on deals and organisations please? Ideally that don'r require a 3rd party integrator? Many thanks!
Hi Everyone, I'm trying to set up an automation for my team. In its current state, after a lead is pushed into Pipedrive, we have an activity automatically created for the assignee to contact the lead. What I'm trying to do is set up another activity to contact the lead again after 1 day if the lead is still a lead and not…
I am just getting started using automations in pipedrive and would love a recommendation on if there is one automation we could use what would it be?
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