I need automatically to send Pipedrive Contacts (name, last name, email) to Mailerlite. What zap should I use?
Hello, I've set up an automation that allows for an activity to be created as soon as a prospect opens an email. The problem is that when a contact opens the email 4 times, it creates 4 activities. Is it possible to limit it to only creating one activity? Thank you for your help.
We currently have a handful of automations that get activated If the deal goes through a particular part of the pipeline into a specific stage. We would like to have the ability to set an automation by selecting a field in the contact details or lead details to take it off any or all automation that the deal or contact is…
Hi there, I created an automated email sequence for our reps to use in follow up, first under my name and ownership to make sure it was working, then transferred ownership over to the rep. Even after transferring ownership, the emails are still sending from my email domain. Is there another step I need to take to change…
Hi, We have leaders that are on deal teams, but not the deal owner, and need to be kept in the loop as deals move through pipeline. The idea is to extend the "automatic assignment" functionality to following deals. UPDATE deals SET follower_id 6798 WHERE deal_custom_field = "X"
We're having a problem with webforms getting cut off when trying to embed them in a page on our website. No matter where I place it on the website, longer forms seem to get cut off. Just wondering if anyone has a solution to this issue?
I've created a custom field like radio button or say single select option, and created and integrated a webform. Now I want, If user select any one of the option. based on that option the deal get created on the pipeline. Like I have four option => Marketing, Sales, IT, SEO Now If user select the sales then the deal get…
I created an automation that is set up how I understood automations to be. Essentially the configuration goes: 1: Deal Updated 2: Deal Stage has changed to (stage name) 3: Send Email 4: Create Activity (Call) 5: Instant Condition (Activity status is Done: Activity 4). 6: Delay for 1 day (skip weekends) 7: Create Activity…
Hi, I want to setup an Auto Responder which should be triggered automatically for those new leads which has a certain word in their custom fields. Is this possible? and how? Thank you
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
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