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.
Hello all So my desired workflow is as as follows: Customer completes leads form with qualifying questions (using pipedrive web forms) The system will create a contact and a lead If the customer answers does not qualify, the system will send a "Dear John" letter, and will archive the lead If the customer answers do…
I would like to create a custom trigger which would then send emails various timelines once a parcel is delivered to a contact. How do I do this?
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Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
Hi @Mike van der Valk , tagging you as you appear to be Projects PM, Do you have intention and timeline as to when we could find/create/update projects through Zapier? Thanks, Luke
How do you use Propose Time in a shared e-mail template. Right now when my partner uses the template in question, the Propose Time function will check my calendar and add a meeting in my calendar, not the sender of the e-mail. That is problematic and a consequence is that we would have to change our shared templates from…
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
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