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
Hello everyone! I would like to create a new automation in Pipedrive: Trigger: Deal is moved to a new pipeline Action: Update the owner of an activity previously created when the deal was generated. I can't find a way to make this possible in the automations panel, can anyone shed some light 😅?
We create projects automatically via API based on end users purchasing a product through our website. Most of these end users will have had a deal in pipedrive already. Once the deal is closed won, it goes to our after sales team. After sales team uses projects. How can we automatically link the closed won deal to the…
Hi, I need to assign leads to sales agents with a round-robin distribution (like Calendly). For example, I have 3 sales agents (A, B and C) and I want the leads to be assigned with low priority to A and B and high priority to C.
Hi, Since our company sells notebooks with a refill system, I'd like to create an automated workflow where WON deals that purchased a specific product get an e-mail after 1 year. The workflow automation doesn't seem to have an option to filter on product type or category. Any tips on how I could set this up? Thanks! Olivia
I have a problem.. When I import organizations Pipedrive takes my address fields and combines them into a single field. This is fine as the original data fields are still available. The data is combined as follows: Street/City/Zip/Country In Germany and most of Europe it should be: Street/Zip/City/Country Here's the…
Hi, How can i run an automation when a deal is matching the filter i set up? As far as i understand, Zapier is the only tool offer it.. Can we achieve that in make com? or in the Pipedrive's internal automations? Thank you
Hi! I'm trying to have an automation that will update the deal stage and move it to the next stage once that deal's activities are marked as done - currently have my instant condition set as "deal activities to do count has changed to deal activities done count" and it has to be in the stage prior to the one I'm trying to…
Dear all, I have the following view that shows a list of my leads. I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this? kr, Marc
Hi everyone, I'm now assisting my client to figure out on automation workflow, however i'm having some problem here: Scenario: A home design company want to auto-create an activity when the deal has been moved to reservation stage. Script: We've created 2 custom field in deal: Reservation date(type: date) Reservation…
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