Hello Just starting using Automations and want to trigger specific actions but not stop the workflow overall. I get the impression that if a trigger is not fulfilled further up the automation it will not miss ONLY the subsequent action and then move on,. but will stop the whole flow? For example: Trigger action: If deal…
Hi, it looks like PipeDrive stores multiple profile phone numbers under the person phones fields. Is there a way to retrieve only the first listed phone in an Automation? I'm passing this data to an external service for a more complex flow, and when I use the person phones fields, and if the profile has more than one phone…
Hello, is it possible to create an automation so that upon updating a custom deal field (choice type) it makes that a custom organization field (choice type, same choices) assumes the same value?
Hi, I want to add products to a deal based on the trigger (add to pipeline). What do I enter in the price field? Why can't I select an price variant of the selected product?
Hello everyone, I have a question: How can I change the owner of a deal based on the phase? The issue is that our business structure is set up differently, and each employee takes over the deal depending on the phase. For example, in our sales board, we have a phase called "Communicating with Customers." When we…
Hi there, I'm combining deals, projects, and tasks within projects to represent an event delivery workflow. However, most tasks related to events don't really depend on when you start working on a project (E.G. "Banquet Orders") of the event, but instead are best built backwards from the event delivery date, as there are…
I used to integrate Hotjar with another CRM provider, and I was able to trigger emails to website visitors based on session length, number of pages visited, and number of action/clicks. The native Hotjar app on Pipedrive appears to be more limited. I use Gravity Forms in Wordpress, and I would like to add layers of…
I want to create an automation for our booked activities. If a person has an active deal and they are booked with our team for their next call. I want an email reminder to go to that person the day before their appointment. I have attempted this so many times and it is a big mess. I want the email to come from the person…
I have a question about the meeting setup. Right now, my AI answering service automatically sends the scheduling link to callers who want to book an appointment, which is working well. However, most of these people have never filled out a web form and aren’t in Pipedrive. I’d like to have a lead created automatically, but…
Hi - we have automations set up to remind sales people by email when a deal has been in a pipeline stage for too long i.e. you need to move this deal along ASAP. It would be great if I could add a link in that email back to the pipedrive deal. Is this possible?
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