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…
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…
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.…
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…
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?
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…
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…
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…
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…
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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