Hi Everyone, I'm trying to set up an automation for my team. In its current state, after a lead is pushed into Pipedrive, we have an activity automatically created for the assignee to contact the lead. What I'm trying to do is set up another activity to contact the lead again after 1 day if the lead is still a lead and not…
I am just getting started using automations in pipedrive and would love a recommendation on if there is one automation we could use what would it be?
I've set up an automation that creates a note when the expected close date has changed. We want to track what deals are slipping. The next step for us is to be able to visualize this. How can we export a list of notes that only contain this information?
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
Context: I'm using automations to send a thread of 3 emails when a user is created. however, there are a couple of things that should happen in between emails. step 1. user is created --> send email template 1 1.1 user answers email --> create lead - stops emails Step 2. user doesn't answer email #1 --> wait 3 days and…
Hi all, we are selling multiple products and would like to add them to the org so that we have an overview about all products sold to a specific customer. It can happen that a customer is buying multipe products in one deal or is expanding their products over time. Therefore we would like to track products bought on an org…
We have a team of 4, each member of the team creates DEALS and attaches a relevant company. These notes are visible to all deal members in the DEAL section, but in my instance of Pipedrive, I cannot see these Notes, I can only see them when I link into the COMPANY. I need to be able to see the notes in the DEAL, so how…
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
I'm just getting started and have some automations that I want to build. I have an automation that I can to copy and then change the trigger (e.g. deal create from deal update). Is there a way to do this? I'm thinking no :(
Is there a way to set up an automated email to send the customer chasing it up. For example, a deal hits 14 days and becomes rotten an email through Pipedrive or a plugin then email the customers asking if this deal is still active or for an update.
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