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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…
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Automations based on Date fields
Hi Pipedrive, I can't see any date fields available within the set deal conditions. I don't need any specific logic which is looking to apply validation based on date fields but only that those fields have been completed as they are required for invoicing purposes and our commercial teams should not be able to change…
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Workflow automations with the action "send email"
Hi All! Ok so the scenario goes: I am setting up an automation - eg. if the deal is updated send an email to "XY" As I am the one setting the automation for the team, the automatic email from Pipedrive comes from my email address. Is there a way to change it? So I am not the sender? Maybe add a different, general company…
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How to add my team on Insight reports?
Hi, I am trying to create insight report for deals last year but I can't see my employee's as part of the report? Is there a setting or something I am missing to add them so will not just see myself but the entire team?
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Pipedrive android app not installing on samsung s7, what are the minimal requirements?
Hello, I am concerned about which cell phones are compatible with the android application, two of my agents have Samsung s7 and the application is not compatible. Is there somewhere where I can see the requirements for the app to work for them? I don't want to invest in cell phones that won't work later. Thank you in…
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Create a deal from a big list of new contacts, every day. (fixed number)
Hey, hello everyone, greetings from Chile :D My question: i have 10000 contact created. How can add 50 of that contact every day in the firts stage of my pipeline? Thank you in advance if somebody can point me in the right direction. Peter from Chile.
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Product prices within deals
Hi all, Just wondering if there are any ways to get the prices of each product associated with delas. I am using API (Deals and Products tables). But if there are multiple products in each deal, the "value" is only the total value of the deal not the price of each individual product in that deal.
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How do I update existing Pipedrive Deals or Person with a survey
Hi, I have deals in my CRM, at a certain stage, I want to automatically send out a survey to collect additional data. Once the survey is completed (by e.g. google forms), I would like the data to feed the existing deal, or its associated person, with a note. Is there any way to do this in Pipedrive?
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Can I create an automated follow up email if I haven't received a response?
Hi there, When we get a new lead we have an automated email that gets sent to them. Is it possible in pipedrive to set up an automated workflow such that a second email is triggered if we haven't received an email back from them after 2 weeks? Thanks and appreciate your help!
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Activity due date is a field answer, but it is making the due date the day before
I have a workflow that creates an activity with a field answer that is a date. The field answer should be the due date and the way it is created it should work. It has worked since Nov 2021. Suddenly this week, it is making the due date the day before the field answer. Did some backend items get changed or is there a…
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Do I need to delete tasks after moving to another step?
Hello pros!!! I have a doubt about how to deal with tasks in automation. Example below. New deal creates 3 tasks: 1- Phone call 1 (same day) 2- Phone call 2 (same day, in case 1 unsuccessful) 3- Phone call 3 (1 day later) Then, in case the contact was successful in step 1, the other 2 steps should be deleted, correct? We…
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Automated Email Campaigns - Sending different emails with a base deal stage
Hi All, We have a requirement to send out multiple emails to clients with specific email template content. The requirement is as below We have created a deal stage "First Contact" where we will move the clients we have contacted. Basis this deal stage, we want to send out emails to the client as below For e.g. Client was…
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Automate lead creation
Hi folks. We are testing the usage of messages function on pipedrive to receive WhatsApp communication from our website. We need to automatically create an lead from the people who message us. Anyone has a solution for this ? We are having to create it manually. But it generates an issue cause our reports of leads and…
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How to trigger an activity when a client email is received?
Hi! is there a way to trigger an activity when we get a response from a client? We want to make it as an automation, and we thought of "email count", but we couldn't know if email count includes the number of emails received or only the ones sent. Does anyone have a different idea, or an idea about email count? Thanks!
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Change Deal from Person Trigger
Is it possible to get Deals inside a Workflow triggerd by person data changes?
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Automation: trigger when email arrives.
With one my clients, I'm trying to solve this problem. This is the workflow: * when ad email arrives, the operator create manually contact and deal I want that: when second email arrives (from the same contact), I have to move the deal to another stage. I've created a workflow based on: * trigger = deal updated * condition…
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Active workflow automation
Hi community! Wondering if anyone can tell me if the automation workflow we set up will go to all our current subscribers once we make it active. I find it odd that you can't sent up a start date?
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Exporting Org, Contact and Deal data into Excel
I know we can export Deal data into Excel, but I am looking to export the Organization name, Contact for the Deal and the Deal data into 1 consolidated Excel spreadsheet. Getting Notes into the spreadsheet would be a plus. Is there anyway to do this currently?
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Workflow Automation - Organization Criteria to Drive Deal Automations
Hello, I am trying to setup a workflow automation where if the Organization we are creating the deal for is an existing Customer PipeDrive will automatically update the deal probability. When trying to set this up, it was requesting we pick an existing deal. Looking for any guidance on what I may be missing in terms of…
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Why is New Organization not a trigger
I'm new to PD. Imported everything as a new organization. When I meet someone and get their info I put in as New Organization and put the contact person's info in. All I see are options for New Lead triggers. Am I putting this in incorrectly? I've got 450 Organizations and no "leads" What's the difference between lead and…
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Notes - Automation
Hi, I'm using a zapier to send form questions from squarespace into my customer file as a new note. I can't seem to get them to be tagged to that person if they become a lead - still working on it. If anyone has done this, let me know. So I'm wondering, is there a pipedrive automation that when a note is created in the…
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Sometimes API gives a error : cURL error 6: Could not resolve host: api.pipedrive.com
cURL error 6: Could not resolve host: api.pipedrive.com (see libcurl - Error Codes) for https://api.pipedrive.com/v1/users/find?search_by_email=1&term=lisa%40buyrite.co.nz&api_token=MYAPITOKEN cURL error 6: Could not resolve host: api.pipedrive.com (see libcurl - Error Codes)…
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Creating a recurring project
We have some projects that are "service contracts". The customer wants some work to be repeated at set intervals, e.g. every 6 months or every 12 months. I want to automate this handling in the project board: If the "start date" of a project is less than 1 month from current date, move the project to project phase "soon to…
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Reopen lost deal after 3 months
hi, I would like to create an automatation that reopens a lost deal with a specific lost reason after a certain amount of time - is that doable and can somebody help me with how I do this? Workflow: A salesperson marks a deal as lost til the relevant lost reason --> The deal is removed from the pipeline --> After 3 months,…
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Issue with custom field type of numbers in Pipedrive API
Lately we experienced an issue with Pipedrive API and custom field type of numbers. While performing a search from the values of a specific field with only full exact matches against the given term, the empty result was returned from Pipedrive API. The problem is that when we are trying to search for deal by custom field…
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Campaigns by Pipedrive and Workflow Automations
Workflow automations still cannot be created based on recipient activity. I was able to use WF automations to create an activity each time someone opened/clicked in an email with Mailigen, sadly this is not the case with Campaigns. I have noticed that this was enquired about a while ago but there is still no solution.…
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Creating an Activity when New Product Added
Hi everyone, Does anyone know of a way to automatically create an activity when a new product is added? I don't see any direct possibilities to do this in Workflow Automation as 'Products' are not listed as a trigger. Thanks, George
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Prices of products
Hi everybody! I have recently started using product feature and find it really good for the calculation and input of the deal value. We are selling solid wood panels for a furniture industry. The thing is that price of one m3 of the same product may differ very much for each customer, depending on different factors. I…
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Activity Automation based on formula
I am looking to create automation for follow-ups on deals I have won. For example, if the maturity date of their deal expires on December 15, 2023. I would like to create an automation that creates an activity to contact the client 180 days before the expiry date. Is this possible, if not, any suggestions on what to do to…
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Workflow automation list
Is there a way to place the workflow automations in a specific order without deleting and creating them again?