For my closed lost deals, I want to auto-add these deals to a different pipeline to nurture. I am trying to create an automation, but I do not see the option to select the pipeline for a deal. Can anyone advise?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
Is there a way to cancel a "Delayed" action in a Pipedrive automation? I have an automation with an action that is delayed a few days after it's trigger happens. The action is the sending of an email from a template. I would like to cancel the sending of the email between the trigger event and the end of the delay. Is…
Please implement a feature that sends a separate email notification each time a user is assigned a deal. This should work similarly to the existing functionality where a user receives a separate email for every comment on a note they own or have commented on.
I set up an email automation workflow but after the conditions are being passed, it failed to send the email. How can I know what went wrong? I removed the insert fields in the email template so this is just a purely text email but still failed. Where else do I need to check?
Hello, colleagues! I’ve encountered an issue in Pipedrive that I can’t solve using standard methods, and support hasn’t provided a working solution. I hope someone has dealt with this before and can suggest the right automation setup. ⚡ Workflow Scenario: A manager manually assigns an owner to a lead. When the lead is…
I would like to create a set of automations that run based on products that are in deals when they are won. However, I cannot find a way to do this. The instant conditions for deals does not include the ability to filter based on products within that deal. The only workaround I have found is to say that the deal price is…
Hi, I have an email automation project going on and have run into some hiccups. The idea is to import a value from excel into pipedrive as the deal value. This import will trigger an automation which sends out an email to the deals' contact person. The trigger switches on whenever I edit the value of a deal, I have about a…
Hi. It might be user error but we create Projects from Won Deals using the Project templates. When we do this, the activities save but they don't link to the deal, just the project. Is there a way that when we create a Project from the deal, it automatically links to the won deal?
Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't…
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