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
Hi Guys. We are trying to add an automation to create a Follow up Activity every 7 days until the expected deal close date, but I couldn't find how to add the expected deal close date as a milestone to create the activities. Does anyone know if it's possible to do? Thank you!
I need the working example of how I can upload an audio recording to a call activity in Pipedrive with some pythonic library . I ask to provide the complete working example instead of suggesting the basic idea, because I have already tried a lot of ways of passing header parameters and those do not work in this case, and…
I'm looking for basic direction on what tool to use for an email drip marketing campaign. I'm putting together a marketing / sales campaign. I have an identified target market segment and supporting collateral (video, landing page, Calendly, supporting web pages). I'm selling online workshops for process change, strategy,…
I'm confused as there appear to be multiple places email "templates" exist. I'd like to send an email using automation and I have 20+ emails created under Email Templates & Campaigns. However, when I create an automation to send an email template, NONE of the templates or campaigns I've created show up. The only templates…
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