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Seeking expert consultant
Hi guys, Charlotte here from BailSafe Australia Looking for a pipedrive expert to assist in setting up some basic forms, automations and triggers - some basic workflow systems. Can anyone please point me in the right direction? :)
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Automatically Link Activity (Zoom Call) to Deal
Hi, My leads are booking calls via a calendar link (e.g. Calendly or Motion; not the Pipedrive tool). But these calls are not linked with the deal. Is it possible to link these calls/activities to the deals similar how emails are linked to a deal? Thanks!
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Is there a way to automatically roll-over undone activities to the following day?
Hi! In other CRM-systems that I have worked in there was a automatic "roll-over/postpone"-function. For example, I have a scheduled call to a customer. I call them up but they don't answer. I'd like that task/activity to automatically just roll over to the next day if it's not done by the end of the day. Sometimes I have…
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Is there a way to automatically loose a deal??
Is there a way to automatically loose a deal when a quote has expired. Scenario: Our quote is valid for 30 days We send out a quote reminder email a week after we sent it, and set up a follow up task (automation working and in use) We send another email 3 days before a quote expires (automation working and in use) We send…
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How to automate Klenty replies to new deal in pipedrive?
Has anybody had success creating a workflow automation where anytime there is a positive reply to a cadence, it automatically creates a new deal in pipedrive with that respective prospect? There is some optionality on zapier, but it doesn't properly find "replies". Instead, I get the below test results whenever it tries to…
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what is the difference between automation labels and lead labels?
I would like to have multiple pipelines for different types of clients. So when setting up automations to immediately create a new deal from a new lead, I need the lead/deal to go into the correct pipeline. I see that I can set labels both when creating a new lead and when creating a new automation. But these two label…
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Automation Moves Deal to New Pipeline and Stage - Not Visible on Pipeline View
Hi, I need some help. Please see the video. I'm the account owner and I'm the only user. https://share.vidyard.com/watch/buA8PJstrTpDCL5uPGwo6T?
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Webhook triggering only on a specific field change
Hello all, Is it possible to have a webhook which triggers only on a specific field change? I've tried with Zapier, Make/Integromat and n8n, but as the webhook triggers on any update on any deal, it quickly uses all my credits in Zapier/make/n8n The first step in my automation is to check if the specific field I'm…
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Is it possible for an automation to create an activity in a variable number of days based on history
I wanted to make an automation that schedules a call if I made a call and it was not answered. However, I want to make it variable so that if I had called the contact twice already in the last week then the activity is scheduled for a week from today but if I hadn't called the contact at all this week then the activity is…
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How can i delete useless information from my calander??? it wont let me delete anything
I did a merge, and its important a bunch of irrelevant data that is negating the usefullness of your system.. I can't seem to delete any of it.. and all research points to maybe I can not????? unless i delete my account and start again inputing it again mannually?? surely there has to be a way.. please help
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Automated Workflow Email by Deal Owner
As a Pipedrive Admin, I would like to set up automated emails, using templates, based on when a deal is moved to a new stage by a sales rep. I understand how to set up the workflow. My question is, since I set it up, will the emails come from me or will they be sent from the owner who moved their deal to the new stage? We…
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Help configuring From address in automated email workflow
I've set up an automated workflow to send an email to the deal contact email when the deal is moved to a specific stage. The workflow is triggered by any user, but the email is always sent from my email address. They all have their email sync configured to their own emails. How can I configure the automation so that the…
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Delete contact only when not converted to a deal.
I have a webform feeding my leads inbox. Works great but we do get a few spam entry's every day that end up in my contact list. I had set an automation to where when I deleted a lead it also deleted the contact. Only issue is when I convert a lead to a deal the system deletes the lead and triggers the automation as well.…
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How to export Pipedrive data into different files separated by managers?
Hi there! I want to automatically export data from Pipedrive and create online files separated by sales managers. The data in those files should refresh daily. These files could be in the form of a Google Sheets or Excel online file. Does anyone know of any tools or solutions for this task? We have over 50 sales managers,…
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Workflow Automation: How to create Geographical query?
We are selling homes. Most of our new leads will typically ask questions about a specific home. I would like to create new workflow automation which will send to each such new client contact a follow up email with three closest properties in the similar category - price, property type etc. How do I create such geographical…
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Mutliple LABELS
Is there a way to put multiple lables on a project? We are currently using labels to track and report on projects based on product manufacturer, but sometimes there are multiple manufacturers on a project. Thanks in advance!
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Automate copying org field data to deal field
We market our product to three distinct segments, which we track at both the Org and the Deal level. I would like to create an automation that copies the "Segment" field from the Org and puts it into the "Segment" field of the Deal. I'm stumped. Is it possible?
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Enabling feature to use in Workflow Automation
I am attempting to create an automation that when a Deal is generated, certain people will be linked to the Deal (Participants). As it is now, I have to manually search and add the same individuals over and over. However, under Person in the Action step shows "Link person to a project" is greyed out. It notes that I need…
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Adding custom fields
I have added a field into my spreadsheet called "Job Title" and have imported the data. I created a customer field called "Job Title" and mapped it to the data in the spreadsheet. When I get the preview for the first 3 lines, the job title shows up yet when I complete the import they are not. Where is this data kept?
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Emails from Outlook to Pipedrive
Hi everyone, It was hard for me to find an answer to this one, but perhaps the community can help. We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct…
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Sales Email Automation - Automatically Send Emails is still available?
Hello, Any one could tell me if this feature is still available? Thank you in Advance....
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Confirmation E-mails go out in UTC
Hello All! I'm setting up an automation to be sent to the e-mail address of the potential client once an appointment is set. I'm using "Acitivty Due Date" and "Activity Due Time" to be displayed in an e-mail to the potential client. It's being displayed as follows: "at your home on 2023-02-15 at 11:30 UTC-06:00. " Here in…
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Workflow Automations Run Unreliably
We've been having serious trouble with our Workflow Automations. We rely on these Automations doing their work, but sometimes they fail or just don't run and we're not even notified. Here's scenarios where this happens: A user forwards an email via Smart BCC, where one or multiple contacts do not yet exist in Pipedrive.…
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How can I check if workflow automation has worked?
How can I check if workflow automation has worked? I have set up so an introduction email is sent to all newly created contacts, however I can't find a way to check an email has been sent, so I am tempted to manually send an email with the possibility of them receiving 2 identical emails.
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changing custom field of multiple People within an Organization
We have a need to create a workflow rule to change the status of a custom field for ALL People within an Organization when a specific field within the Organization is used. Currently, we figured out a way to do one Person, but would be nice to apply for everybody. Essentially we would want the People field to match the Org…
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Creating an Activity automation based on a deal
I'm to trying to create an automated activity which is based on a deal. moving from one stage of a pipeline to another. It is asking me to select a Activity Subject - what is this? Nothing on the list fits what i need. Basically i'm saying when a deal is moved from A to B, set C as an activity due to be completed in 1 day…
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Change a deal stage when date is (nearly) treached
Hello, I've created a Date Custom field for my deal : "Proposal Expiration date" In my pipeline, I have these 2 stages : Proposal sent Proposal expires soon How can I automatically move a deal from "Proposal sent" to "Proposal expiration soon" when the Deal Proposal Expiration Date will be reached in less than 72 hours ?…
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What's the best way to link contacts and organizations in a mass import?
Importing about 3000 people using an excel sheet. At the moment it's looking like I'm going to have to import organizations and contacts separately and then link them manually one-by-one. Any ideas on what could make this easier?
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How to pass argument in a link?
tldr: I'm using externall app and I want to oper specific "lead" using a direct link to pipedrive lead. How do I do that? I noticed that leads have hashed name and the leads have link like this: pipedrive.com/leads/inbox/e39e63f0-fea5-11ec-95bd-8ghjgf9fe5b9 where after inbox/ there is unique id. How do I get to export this…
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Find 3 closest products (homes) for new lead automatic follw up email
Hello Pipedrive Experts. We are selling real estate. For every new lead which we typically get as a question for some of our existing property, we would like to generate an email showing three or more similar properties nearby. We do have the list of all our properties in the Product tab. I.e. can I build an automation…