Hello Pipedrive Experts, We are a real estate agency and I am looking for process how to regulary updtate/synchronize Pipedrive products from our wordpress website (https://worldluxuryrealty.com) I.e. we are creating new products / i.e. listings / directly on our website and also regulary updating existing one - price…
We are trying to hand over processes between employees, or give tasks when certain critieria is met. I would for instance like to do the following A deal wil have Task A, B, C of type X When all tasks have been marked done I would like to create Task D,E,F of type X When all tasks have been marked done I would like to…
Hi, How can I set up an automation that emails a third party to request a quote ? I want the email to be within the deal so all the information is contained within the deal and pipeline. All I can see to do it to set up a task by automation, set up the template, but the recipient has to be manually inputted and then send…
Setting up automations for first time. I have the first working well, but I need quite a few more that are going to be very similar but just a different workflow for a different type of deal. How can I make a copy of the first and then just make the changes to conditions and activities that I need.
Hi! I have a question: when I set up automated emails through workflow automation: people who see these emails see the sender name like my email: firstname.lastname@company.name Can I change it somehow that it looks like my name: Name + Last Name? Very often these emails are also marked as spam .. Thanks! Marcelina
After sending an email, can you have the "activity" automatically close and prompt you to schedule the next activity? Currently, to prompt me to schedule the next activity, it seems I have to schedule an email activity, send out the email, and close out the activity.
Hi all, As Pipedrive does not have the option to prevent deals being moved backwards in Pipedrive, we set up the following automation which works great. Automation 1 - Prevent Stage Moving 1-2 day follow up backwards However, needing some assistance to prevent an email automation sending the client the same email twice.…
Can anyone help? I want to create a new deal in a different pipeline once a certain deal stage is achieved. Once Mortgage Offered stage in Mortgages pipeline is achieved I want to create a deal in Issue Invoices pipeline under Prep & Issue Invoice Stage. I can get the new deal created but it just sits under pipeline and…
Hello, I have detected quite a lot of opportunities that sales move backwards for reasons that are not aligned with the behaviors we want to have in the team. Is there any way to avoid a sales moving opportunities backwards in the funnel?. Thanks, Iván.
Hello everyone, we are building a Pipeline, where we want to have certain custom fields for the organisation to be required. But only when a deal progresses into a certain pipeline stage. Just like you can make custom fields inportant in a certain funnel stage, we want to make certain fields required in a certain funnel…
It looks like you're new here. Sign in or register to get started.