Hi, we do a lot of cold calling and most calls require the same notes and follow-ups. It would be great to automatically set those Notes and then automatically book an activity 2 days later by clicking a button For example: Customer states that the right contact person is not available right now. Now we click on the new…
Hi, we have around 5 people cold-calling potential customers from the Lead Inbox and I want to save our employees time after each call by automating our workflow. After each call, a prospect who is interested will usually ask for an E-Mail with our contact-info. We send them via pipedrive so it would be fantastic if…
Hello, There is the possibility that I get more then one Deal with the same organisation but another contact. I plan that the new duplicate deal gets moved to a Pipeline stage "duplicate" automatically. Right now my automatisation looks like this: But it seems like it's not working. I don't get it. If there is a new Deal…
Hi guys, As always, love your work. We have a situation where if a particular customer is a nightmare, we apply the label "Nightmare" to them. But if a new deal comes off, this is not obvious to our staff, and we want that same "Nightmare" label to apply to the deal via Automation? Possible? This is but one example of…
Hi there, I'm combining deals, projects, and tasks within projects to represent an event delivery workflow. However, most tasks related to events don't really depend on when you start working on a project (E.G. "Banquet Orders") of the event, but instead are best built backwards from the event delivery date, as there are…
Hello, i wonder if it is possible to change the deal Stage when I add the telephone number to an contact. So far i didn't get it wo work, as i can only change a specific deal, not everyone. In the red circle i can only choose a specific deal but i want the rule to be set to every deal. I'm quite new to Pipedrive so there…
When I create an email automation sequence (based on Contact Added) and then import my data into Pipedrive it doesn't follow the automation (nothing happens) but if I add a contact manually the automation starts working. Please can anyone advise if Automation only works when a contact is added manually or if there is a way…
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this feature…
Hi there, When a deal is "won" a new deal is created in another Pipeline in order for the back-office team to manage the deal. I created an Activity Automation for New Deals add to the Pipeline (which works fine when I create a deal), but the auto-created Deals don't trigger the same Activity automation. Am I missing…
Hi, I just created my first automation: When a lead is added, send an email. If the email is replied, convert to a deal. Sending the emails works well. But pipedrive doesn't create the lead. Any idea what the issue is? Thanks, Matthieu
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