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For Contact sync, in Pipedrive you can select with all your contaacts, or a 'folder' subset. This made sense in the old outlooks, but the new outlook no longer has folders. The main way now is Categories (or tags). How, if possible, does one focus the contact sync when the folders option is no longer available. Pipedrive…
Hi, Currently there is no option to pin a note to a deal via the add note, or update note API calls. Can this be added ? Thanks, Tzvi
I have all my activities automated and on delayed once marked as done in a stage. But I would like all the automation to stop in that stage, once the deal has moved to a new stage. Can someone please advise?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
Hi there - wondering if someone has come across this and has advice. I have an automation (several actually, but all similar) set up with a Date Trigger. Specifically set to run 1 Day After the Date Field (e.g., 1 day after Last Connection Date). Idea being to create a reminder activity to reach out. Thing is, it never…
Hi everyone! I'm a bit stuck with setting up automations in Pipedrive and could really use some guidance. I run an entertainment business and need a simple setup (or at least I think it’s simple). Here’s what I’m trying to achieve: Event-based automation: I want to set an event date in the calendar and have automations…
Dear Community, I have a question related to automation, How can i automate any deal created in Pipedrive it get automatically be removed in the lead list? Any help would be highly appreciated.
Hi, How can I compare if the expected close date is before today? If it is a date in the past. Can't see the option… Thanks!
Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
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