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Automation + Marketing Status
Is there a way to create automation to send out an email or set of emails when someone subscribes to our marketing? And can we Create Automation to change the marketing status to Subscribed through a website form?
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Automating Marketing Status for Contact Imports via Zapier
Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. In order to automatically mark them as Subscribed, this would need either: * Zapier to have access to edit the field "Marketing Status" * (longer workaround) Pipedrive Workflow Automation have access to edit the field…
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Project Title in Email template subject
Hi, I have created a workflow automation, where when a project status is changed to "Completed", an email is to be sent out. In the email subject, i need Project Title, and First name of contact person. I am seeing a strange behavior : If i select Send email based on template, then in the template i can insert a field…
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Issue with transferring data from Deal to Project - multiple option field type
I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options). When the workflow triggers, the Project is created, but only some of the custom data field…
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Conditional automation for multiple options in the same field
I wanted to create an automation where a field is filled with a certain option if another field contains that option. For example: if a field contains "events-opp-registration", another field needs to be "Events". The problem is there are a lot of terms (more than ten) and I needed to create an automation for each one.…
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We need to get information from our clients on their upcoming Event details, what's the best way?
We are a DJ business and have a range of questions that we need to get feedback on from our clients before their event. What would be the best way to get this information and have it collated into a document and saved against their profile? We are currently using a Word document that they complete and send back, but we are…
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What is everyone using for account engagement reminders?
We'd like to set up an automated task/work flow that will take into consideration a customers segmentation and create a reminder to meet with the customer on some specific cadence like monthly, quarterly, etc. Has anyone come across an app, plugin, or solution for this?
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Is there a way to send Email via automation from a custom field ?
I have set up follow up automated emails triggered from specific pipeline stages, these seem to be effective in keeping the deals moving. The problem I have is that you can only send emails to the default contact in the deal, I have other contacts associated with the deal with an email address in a custom field. is there a…
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Sending automated email from Pipedrive
I have created some autogenerated customer experience emails to get sent out at particular stages in the customer journey. The system works fine and the email generation and send is working well. However all of the emails are coming from my account, regardless of the user that owns the deal. Is this because I created the…
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Adding products of a deal to automated e-mail
Hi all, Whenever our sales team creates a deal in pipedrive they have to select the products/amounts they have sold. Once the deal is won we have an automated workflow in which there is a mail sent to our distribution center. Currently, the sales team has to write down the products they have sold in a customized field…
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Activity update trigger - How to create a condition based on the Label?
Hello everyone, I want to create an activity and send an email when a activity is marked done. ok that's easy. But what I want overall, is to create an activity AND send a specific template email for the Activity based on the Organization Label linked to this activity (Using my own labels) So let's say, an activity is…
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Offline conversions from Pipedrive to GADS
Hi. I've set up a Zap from Pipedrive deal to GADS based on CRM lead phone number (to try and track calls from GADS (Google Ads). I get: "The error code is not in this version., at conversions[0].user_identifiers" Anyone solved this before?
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Automation feature: edit
Hello! I'd like to have the possibility to edit the automations created by my colleagues and that they would be able to edit my automations. Something like the email templates: private or shared. Thanks!
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Has anyone worked out a way to send automated meeting reminders to the sales team?
I want to make sure the sales team don't miss any meetings. Obviously they shouldn't be! But is there a workaround to send a meeting reminder to the sales person e.g. the day before a meeting?
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How do I create this type of field?
How do I create this type of field?
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Is it possible to automatically move a project to the next phase?
We use different phases for a project. We have created a template of different activities for each phase. Is it possible to set up an automation in which the project automatically moves to the next phase when all tasks within 1 phase are set to done?
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Automation: Trigger=Field Update, Action=Note Creation
The title pretty much says it all. An example: I change a label on a person/org/deal, it scrapes the bits of info from the person/org/deal that I specify, and slaps them in a note on the same or any other person/org/deal. Yes I can accomplish this in Zapier or Make, and I have, but native in Pipedrive would be nice.
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Send email reminders once booked onto meeting
Hey I am finally trying to make full use of PipeDrive. I have created a meeting via Scheduler. The downside is, once someone books a meeting I can't seem to send them email reminders (24 hours and 1 hour) before the meeting. Is there a workaround for this? Thanks TK
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Automated meeting reminder for clients prior to meeting they booked with Pipedrive's Scheduler
Does anyone know if it's possible to set up a workflow automation, so when a client books a meeting they are reminded 1hr prior to meeting? It doesn't seem possible through Pipedrive itself as strangely enough scheduler Pipedrive's appointment calendar isn't a trigger. I've tried it through Zapier but just cant seem to…
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Automation: Change Deal `status` based on the Person's field value
Hi! I would like to set Deal's status to "Lost" if a Person 'county' (custom field) is not a specific value. In pseudocode: if deal.person.county != "foo" then deal.status = 'lost' I tried doing this in Automations but I couldn't find a way to filter on Person.status if I start with a 'Deal Created' trigger. And if I start…
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Use esignature in Smart Doc template
Can I add a esignature field to a doc template? I would rather not have to drag the signature fields over every single time. Can I include them in the template?
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Project Automations
Hi there, We are a wedding business, couples book their weddings with us through Acuity. I already have a Zap that converts the Deal to 'won' as soon as they book. However I want to be able then to manage their booking all the way through their wedding journey inside Pipedrive using projects. I am looking for a way that…
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How to import list of contacts or leads from excel to pipedrive?
I have tons of data on my excel for leads and contacts. Now I want to do everything from pipedrive. How should I approach this exercise? Should I setup my excel in certain format or anything else?
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Why are email signatures missing in automation?
Pipedrive support are being a bit slow on this subject, but we have noticed that our email signatures are missing on email templates that are sent automatically as part of one of our workflows. Any ideas how to fix this?
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Email Signatures with Automation
When I have automation set up to send off an email, it is not including the email signature. Is there a way to include it (each sales agent has their own signature and any of them can trigger the automation) or do I need to set a general business signature to include within the template instead?
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Is it possible to receive a mail when a new task has been set for me as a user?
I would like to bring to the attention of our employees that you have been assigned a new task.
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How can I automate a follow up thank you email after a specific event?
I have Intro meetings all the time. How can automate a follow up thank you email after those meetings occur? All those intro meetings contain the word "intro" within the calendar event. I'd like to automate the thank you email follow up response with the person I met after the meeting is completed. Any help is appreciated.…
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How to remove contact from workflow automations
I set up a mini drip using workflow automation. It is triggered by updating a custom field to a specific value, then the automation sends 3 emails with delays in between. How can I remove a contact from that workflow?
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Email automation when task is marked as "done"
I would like to send emails based on Pipedrive templates. Predefined emails shall be sent once I am marking a Projects-task as "done". Use case: I would like to inform a customer that something was done.
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Automation to link contact to new deal
Has anyone figured out how to link a contact to a new deal when setting up an automation to create a deal from an existing organization/contact? For example, right now I'm importing contacts/organizations from a manually scrubbed lead spreadsheet and then have an automation setup that creates a new deal when a couple…