Is there a way to add a automation that will automatically send an email OR add an activity based on the expected deal closing date getting closer? It would be nice for me to have an email activity added, or an template email sent, a few days prior to expected closing date. Maybe I am missing this but I cannot seem to find…
Hi is there a way can use Pipedrive and automation that for a deal to move from Needs Analysis to Proposal and Proposal to Negotiation it will need review and approval from certain parties and only when all the check boxes are completed it can be moved. To make this clearer is also that its controlled by permissions so…
Hi all, i'm looking for any ideas how to map customer numbers reliably. We want to move from an old system to Pipedrive, one of the reasons being we don't have any reliable customer numbers. In many cases, a single debtor numbers are used for multiple vendor doors, and there is no reliable way to map these numbers into…
Hi Team, I manage two departments, the first (concierge team) takes our intimal enquiries and books the consultations. It then passes to the (coordinator team) who looks to close the deal. I am wanting to see how much business has been won of the back of each concierge's consultation, however by that point the ownership…
Is there any text modules feature planned to compose emails with different modules/tempates? It would be a game changer to be able to add text modules/templates one after another. -> So far it is only possible to replace an entire template and not use multiple to compose a text with them.
I used Zapier for years to set up various workflows. My new company finally cleared us to integrate our email to PD. I'm trying to use the internal workflow automation to send an email to the Buyers Agent's email (custom field) when a Deal moves from one stage to the next. When I choose the Template for this and go through…
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
is it possible to set an activity to be triggered x days before a date created in custom fields? an example would be I have a home purchase closing on September 25th, and I would like to set up my workflow to create a follow-up activity automatically 5 days before the close date on all purchases. this would be amazing!
I'm trying to build a workflow that will check to make sure all tasks are completed in the current Deal phase before automatically advancing the Deal to the next phase. I've found that the conditionals don't work for this specific scenario if I try to filter based off the activity (task) subject name. I can do it for 1…
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