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PipeDrive - Email labels
Hello there! Is there a way to put labels on emails on PipeDrive like how it was sorted out on Gmail?
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Is it possible to automatically add email attachments to Files area?
I have a workflow that sends the customer all necessary PDF forms they need to fill out when a deal begins via automated email. When the customer replies to the email with attachments, the email shows up in the history of the deal. I'd like to have those attachments automatically add to the Files section of the deal.…
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Connection with Icloud Calendar
Hi, i would like to synchronise my Icloud calendar with Pipedrive, but I can't find a way to do it. Is there a possibility? All my calendar management is done via iCloud. It would be a shame if Pipedrive did not support this. Greetings Marc
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Can you not try to use the workflow automation tool in the sandbox inviroment?
Can you not try to use the workflow automation tool in the sandbox inviroment?
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Can I really change Date Format?
Hi! I'm trying to use the date format like this 'dd/mm/yyyy' when I'm creating my workflows. But Pipedrive seems to do only half the job. Is there a way to show 'date format' in 'Subject' field just like it shows in 'Add time'? Thank you!
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Stopping Automated Sequence When a Prospect Responds
We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work. One thing I'm hung up on is ending a auto-sequence if someone responds. For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more). I want one of the…
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Workflow Automation to Replace One Label with Another
To help better manage the Leads Inbox, I would like functionality such as the following: If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible? Also, it is unclear what the difference is between the…
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Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting
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Automatically send email based on deal close date
Is there a way to add a automation that will automatically send an email OR add an activity based on the expected deal closing date getting closer? It would be nice for me to have an email activity added, or an template email sent, a few days prior to expected closing date. Maybe I am missing this but I cannot seem to find…
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Controlling Stage gates for review and approval
Hi is there a way can use Pipedrive and automation that for a deal to move from Needs Analysis to Proposal and Proposal to Negotiation it will need review and approval from certain parties and only when all the check boxes are completed it can be moved. To make this clearer is also that its controlled by permissions so…
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Why is workflow automation only working for manually created leads and not imported ones?
Afternoon all, I am trying to create an automated workflow which will automatically send a templated email and then generate a follow-up call activity a few days later. For some reason I can only get the automated email activity to work (and not the creation of the follow-up call activity). However, the automation only…
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Reliable Customer Number mapping
Hi all, i'm looking for any ideas how to map customer numbers reliably. We want to move from an old system to Pipedrive, one of the reasons being we don't have any reliable customer numbers. In many cases, a single debtor numbers are used for multiple vendor doors, and there is no reliable way to map these numbers into…
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tracking change of ownership
Hi Team, I manage two departments, the first (concierge team) takes our intimal enquiries and books the consultations. It then passes to the (coordinator team) who looks to close the deal. I am wanting to see how much business has been won of the back of each concierge's consultation, however by that point the ownership…
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Text modules/templates to compose email
Is there any text modules feature planned to compose emails with different modules/tempates? It would be a game changer to be able to add text modules/templates one after another. -> So far it is only possible to replace an entire template and not use multiple to compose a text with them.
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Email referral source when Deal enters new stage
I used Zapier for years to set up various workflows. My new company finally cleared us to integrate our email to PD. I'm trying to use the internal workflow automation to send an email to the Buyers Agent's email (custom field) when a Deal moves from one stage to the next. When I choose the Template for this and go through…
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Trigger workflow from email tracking activity
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
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Help: I'm Tired of Errors in Sales Quotes and Long Lead Times
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
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is it possible to set an activity to be triggered x days before a date created in custom fields? an
is it possible to set an activity to be triggered x days before a date created in custom fields? an example would be I have a home purchase closing on September 25th, and I would like to set up my workflow to create a follow-up activity automatically 5 days before the close date on all purchases. this would be amazing!
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Workflow Deal Stage Advancing Only if all Tasks are Completed
I'm trying to build a workflow that will check to make sure all tasks are completed in the current Deal phase before automatically advancing the Deal to the next phase. I've found that the conditionals don't work for this specific scenario if I try to filter based off the activity (task) subject name. I can do it for 1…
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Is it possible to get the time without timezone specification in custom deals fields autofilled?
We are trying to automate a meeting reminder e-mail with the time and date in an e-mail template. The way I tried to do it was when an activity (for this meeting) is created in a deal a custom deal field (time) will autofill the expiration time for that activity. Based on this field being populated an e-mail will be send.…
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Trigger Email Link Tracking
Hi, it is possible? Trigger a workflow if a link in a email has been clicked. BR Jörg
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Emails as Workflow automation triggers
Hi guys! We have a specific KPI - clients that are not contacted within the last 90 days. This way we try to keep the relationship with our existing clients healthy. With some clients, the communication is exclusively done over email and I (regretfully) discovered that there is no way of creating a filter displaying…
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Seeking Klenty Users experience/advice
Does anyone use Klenty for email sequencing and LinkedIn connections? If so, what is your experience? Anything that you hate, red flags I should consider before adding this plug-in? Thank you!
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How to send emails from one account
Hello guys. If we do automations for sending emails, can we send emails always from one account? Not depending on who created the task.
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Email Automation only works with "Person email" field
i'm running through some major issues when a new deal is added into pipedrive. I use jotform and unbounce to generate deals. jotform has native integration but unbounce does not so I use zapier to zap the new deal in once the deals come in I have an automation set up in pipedrive that goes something like this: --->form…
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What is best way set reminders to regularly connect with leads
Hi, I am a commercial real estate investor and find properties by constantly connecting with active real estate agents and property owners in my area. My goal with Pipedrive is to make sure I never forget to connect with my contacts at least once every 60 days. Does anyone use Pipedrive for something similar and what have…
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Resource to learn workflow in detail...
Hello, community, I'm brand new to workflow and am looking for some detailed material to help me design my workflows. Any steer would be appreciated as I find the videos lacking in detail. Many thanks
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Is it possible to automate creating a new deal when a product is added to an existing deal?
Hello all! I hope I can explain this well. In our company, we want to use 2 connected pipelines to track 2 different procedures. The first will keep track of a prospective client, up until we propose some real estate assets (imported to Pipedrive as products) to them and the second will keep track of each proposal/deal…
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How to connect an activity with deal, when it was triggered by updating a contact datafield
Dear PD-Community, I want to build an WFA, which is triggered by updating a certain contact datafield and creates an activity. The problem ist the activity can't be connected to the deal of the contact in which the datatfield was updated. Does someone have an idea? Kind regards Julian
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Delay for different time zones
Hey guys, so we would like to create an automation to send delayed emails, but our customers are from different time zones. How should we do that?