Hello all So my desired workflow is as as follows: Customer completes leads form with qualifying questions (using pipedrive web forms) The system will create a contact and a lead If the customer answers does not qualify, the system will send a "Dear John" letter, and will archive the lead If the customer answers do…
I would like to create a custom trigger which would then send emails various timelines once a parcel is delivered to a contact. How do I do this?
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Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
Hi @Mike van der Valk , tagging you as you appear to be Projects PM, Do you have intention and timeline as to when we could find/create/update projects through Zapier? Thanks, Luke
How do you use Propose Time in a shared e-mail template. Right now when my partner uses the template in question, the Propose Time function will check my calendar and add a meeting in my calendar, not the sender of the e-mail. That is problematic and a consequence is that we would have to change our shared templates from…
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…
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