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SMS automation (workflow/workaround) that can book Zoom meetings?
Pipedrive Chatbot's deep Zoom integration is fantastic, no other CRM offers this. Is there a way we could do the same with an automated SMS workflow? We're engaging leads with SMS as soon as they signup and we would like an SMS automation that will try and book Zoom meetings with them, just like Pipedrive Chatbot does.…
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Create workflow automations with "Notes"?
Currently, it´s not possible to create workflow automation where "notes" is the trigger. Have any of you found a way to work around this issue?
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Trying to automate a task - but struggling
I can't seem to get the hang of automations without starting with a template already in the system. I'd love someone to look at what I have and advise where I'm getting hung up. I'm trying to create an action to automatically create a follow-up email when an existing customer is shipped a re-order. I want this to happen 30…
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Using Pipedrive for Account management
What helpful content is there on using Pipedrive as an account management tool? Specifically, I want to be able to: Set F2F Meeting frequencies on customers (e.g. every 4 weeks they are due for a visit). View the date that an organisation was last visited. (including seeing this in Org list view). Set up an alert if an…
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Duplicates monitoring
Hi! Is there a way or a automation to monitor duplicates? We receive leads from our website and if a person signs up for a newsletter and sends us a question through a form, this one person will be created twice in Pipedrive. Is there a way of monitoring all the duplicated entries created? Thank you!
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Is there a way to time an activity?
Hello all, I'm having trouble to time new activities. I would like to schedule an event and 35 days prior to the event create an activity for myself. At the moment i'm manually planning all the activities. But I would like to fill in the event date and get an automated activity 35 days prior to send an e-mail. Any ideas on…
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10 Step Automations - can we get more steps please?
Hello, Currently the max number of steps in an automation is 10 (no matter the level of subscription), is this correct? Are there any plans to increase this? It would be really helpful to have as a sales sequence usually runs 30 to 45 days and needs more than 10 steps. I realise there are tools out there that have these…
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Is there any API function to retrieve Enum/Set Custom Field Values
Hello everyone , I noticed that when we retrieve a deal using the API endpoint /v1/deals/{id}, the returned dictionary includes the custom fields and their values. I can retrieve the keys of custom_fields using /v1/dealFields, but I'm having trouble finding an API function that can provide me with the list of custom field…
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New Automation
Asked this question earlier to a Pipedrive representative and they suggest i post on here to get the feature upvoted: I have a custom field in my deals that states when a quotation is required by. Is it possible to have an automation that sends me an email a week before the quote is required and the day before to ensure I…
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Is it possible to pull through Activity Due Time?
I went to create an automation where after an activity has been created (trigger) another activity is created with same data but the activity owner is different (action). However I was unable to pull through the due time from the trigger activity - like you can with all other activity data
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Help identifying the date a deal entered each individual deal stage.
Hello all. We have been trying to build our own external reporting system. For it to work we require to find out the date each of our deals entered each stage in our sales pipeline. PD have suggested its not possible to extract the data despite the information being stored on each individual deal and also available as a…
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Automatically Adding data from spreadsheet to fields
Hey I dont really know how to describe this but can I automatically add data / a link to a field using automations? Has anyone else been able to do this? I want the field to auto populate with a specific link when the deal stage is moved using automations or something. Please help! Thanks, Samuel
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Bulk Email Obsticle
Is there a way to send out bulk emails without synching my email? Due to PHI, we are not doing that step. I did watch the tutorial and when I get to the compose part, I get this screen. I am curious if anyone else has experienced this or is in the same boat when it comes to email. Thank you in advance.
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Configure an Action on Task Completion
I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon…
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Merged: No email response - create follow up activity
This discussion has been merged.
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How do I cancel Pipedrive or my Solution Provider
I signed up for Pipedrive years ago after watching some videos by Paul Minor. Apparently following that link years ago is creating support headaches today. I occasionally rely on real-time chat from Pipedrive for system issues or to handle something I can't find in the standard help material. Recently that support has…
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How can I send a internal email to my collegua with deal details?
Hi there, I have made an automation to basicly send my colleguan an email with deal details, when we win a deal... The issue is, I dont know how to add both a link to the deal, and the deal products/items in the email ... How can I do this?
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Web form // download resource from web sites
I would like to create a web form. Customers/Prospects will fill the form, and I'm going to send him an attachment (or redirect to a download page) and insert an activities in to pipe drive (recall the prospect). Suggestion? (or 3rd party plug in)
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Pipedrive consultant - 2 hours per week, ongoing
Looking for consultant to assistant with automations triggers and basic integrations to help novice users improve business efficiencies. Can be after-hours or weekends. Very flexible as to timing.
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Campaign emails - follow up tracking automation
Is there a way to create a workflow to notify the sales team when a campaign email link has been clicked - i.e. to add a note or trigger a follow up action required say sending an email
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What is the easiest way to automate a deal moving to a different deal stage based on an email reply
Hi I have a four-email sequence automation that gets initiated when I move a deal into a specific deal stage. What I would like to achieve is to have the deal move to a different deal stage if/when I receive an email reply (from the contact associated with the deal) for any of the four emails in the automation. Is there…
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Workflow Automation - "Send email using template" - Use current user email
I have several automations with "Triggered by any user" enabled. This automations send an email with the "Send email using template". No matter who triggers the automation, the email is always sent with my email (always uses the email of the user who created the automation). I would like that the emails were sent using the…
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Will Pipedrive automation be triggered by a spreadsheet import?
I have about 500 leads and would like to apply the automation feature of Pipedrive to create deals then move it into a new stage but would need to import it to the Pipeline through a spreadsheet. Will that trigger the automation or only manually added deals can trigger it?
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Setting due date for an activity +7 days after a custom date
Hi! I have been searching for an answer here and in the knowledge base, and it seems that it is not possible to do what I need, but I would love some confirmation: I have a deal with a five-stage funnel and a custom date field called "end date". I want to create a new activity triggered by advancing the funnel from the 4th…
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Delete Activity when Deal is Lost/Deleted
This seems to be a very logical workflow. When a deal is deleted, you no longer need the associated activity. Is there a way to delete the activity of a deleted deal? (Without using Zapier)
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Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
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Can I add a new Activity category?
I would like to add a couple more than just the phone, task, email, meeting, and lunch. If not is there a way to create a subcategory to differentiate between specific meetings, emails, etc. Thank you in advance! Michele
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Anyone else having trouble with Automations based on Deal Lost Reasons?
I would like to be able to trigger actions based on what Lost/Closed reason I select when marking a deal Lost. It seems the "Lost reasons" are disconnected with the rest of the Data Fields and not available in the same manner, as in you cannot select this field for use and then be displayed a dropdown list like other multi…
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Can I get a slack notification when a note is added to a project?
The only way I can seem to get a notification to my team when they add somethin to a project is having them create a custom activity -- which is silly because it's not an activity, it's a note from having completed an activity... So - I want to receive a slack notification when my team member posts a note on a project.. is…
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Workflow Automation: Teams notification when a note is created
We have been using Pipedrive integrated with Slack for more than a year. We are migrating to Teams and replaced most of the existing Slack notifications. There is a remaining gap that we cannot configure. The requirement is : Every time a note is created, send a message to Microsoft Teams channel We like the Workflow…