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How is the maximum WFA ammount added up and distributed?
Dear PD-Community, Our company is using the Enterprise Model, so we can have 60 WFAs per Account. As we have 12 accounts thats adds up to 720 WFAs. My question is wether the maximum of 60 WFAs is per Account, so I can't have 61 WFAs in one account or if the WFAs are added up however they are distributed to the different…
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Desktop notifications...
I turned them on but they are not happening. Any ideas why they are not working?
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How can I put a rule to autodistribute inbound request in the sales team ?
Hello, I have 2 questions regarding the autodistribution of inbound request we can receive. We created a web form in Pipedrive, and would like to autoditribute those inbound request between 2 sales person. There is a way to do with Pipedrive or integrator ? When a person asks for a quote in our website, we receive a new…
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Sign up to be an early Automated campaigns Beta user!
Starting July we will be releasing the first version of marketing automations for our customers. Our team is looking for users willing to be among the first to try the live functionality. We will be releasing the feature gradually, making sure that the sending of emails works as expected. Early adopters First users will…
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Create your own WFA template to share with your colleagues
Hey Community, is there the possibility of creating your own WFA-templates so you can share them with your company? As I am responsible for PD in my team, I want my teammembers to have easy access to WFAs without having to build them by themselves and needing my help a lot more, instead of just using the template in the…
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looking for help with a import 100.00 if you can help me.
I am trying to import 2500 contacts. and I would like them to show up in the first section of my timeline for a sales cycle. I see the contacts in the contacts section but I would like to move them all over to the first stage of my timeline. the second problem I am having is that the complete address is not populating ---…
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Error : Could not resolve host: api.pipedrive.com
Hello, Sometimes API gives a error not regularly. Kindly look into this matter? and give us solutions, what we need to do for it. Our Log: {"error":"cURL error 6: Could not resolve host: api.pipedrive.com (see https://curl.haxx.se/libcurl/c/libcurl-errors.html) for…
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Drip campaign emails
We moved to Pipedrive to have everything in one place. We upgraded to use the workflow/automations function. I simply want to be able to send emails to nurture warm leads (or cold leads), which we have to call deals with Pipedrive (confusing), and send emails on a schedule... like 1, 3, 5, 10 days, etc. I was excited…
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Workflow: Add attachment from deal to mail
Hi, we have modeled a deal workflow where in the last step of the pipeline an email is sent to the customer. In a step before, we add an attachment to the deal in pipedrive by an external service, let's say "abc.pdf". Every file is unique for a deal, as it is generated based on different input. In the last step of the…
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Is it possible to add a note to a deal through Workflow automation
I want to add a note to a deal when a custom field is updated...is this possible 🙏
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Is there a way to setup an automation which pulls the organisation label through as the deal label o
Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?
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Stop Email Sequence When Contact Responds (...workaround???)
I'd like to setup a flow so that when a deal is moved into a new deal stage, an automated email is sent (email 1, 2,). BUT, I'm looking for the advice on how to stop the sequence when there is a response from the prospect. Open to feedback on ways to do this with workflows within Pipedrive, Zapier, or combination of the…
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Note Template Workflow
Is it possible to create a workflow automation that will insert a note template when I write a keyword in a new note. For example, I would like a list of questions to appear that I want to make sure to ask in a discovery call when I write the word "discovery" in a new note.
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Automation: Change stage of a deal to the former one
Hello, community. I'm trying to set up an automation that automatically changes the stage of a deal to the former one. * Here's the initial situation: • A deal will manually be moved from stage 1 of phase 1 into stage 5 of phase 1. • An open activity will be automatically set up that is connected with that deal. * Now I…
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Assigning Qualified leads to AE/CSE and having them notified about it.
Hello, I tried to set up the option to assign qualified leads to Account EX or CSE and get them notified about it, but I could not find it. And it is urgently needed but not possible. Especially when you have various people working on generating and qualifying Leads like Lead Generation Teams & DDE Teams ,then want to…
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Expected close date automation
Hi is it possible do automatically move the expected close date e.g. 14 days if the closing date is passed? It would make sure we have no old date (often the closing date is nothing we can do about)
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Workflow automation: Delete open tasks or activities when Deal stage changes
Hi all, I was wondering if there is any option to "delete" open tasks from a workflow automation after moving a deal in the pipeline? * Ex: Inbound deals are in a "New" stage in my pipeline > a workflow plan 6 tasks on the next 10 days for this deal. * Expected > I made the 1st task and get a response from my prospect and…
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Email Automation - email to be sent from user email
Hi there, We would like to create a Sales Team Email Automation that; - if the team members moves a deal in the pipeline - it sends an email from that users email At the moment, we can only do these two things; - Create a worklow in admin that triggers for all users, but comes from admin email or - Create these same…
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automated an email
Can i organise an automatisation that send an email every year for a birthday? i explain, when i add a customer in my contact, i also add is birthday date. From that point when i add the date, is it possible to have an automatic email send for that precise date every year? Thanks - Phil
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Automation to move deal to next stage after email send
I'm looking to make an automation that would make the deals move forward in the pipeline when we send an email to the person linked to the deal, is that possible? Workflow would look like this: 1. We send an email to person A linked to the deal (automated or manually sent email) 2. Deal moves in pipeline from stage B to C…
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Email Tracking automated Follow up
Hi! I'm looking to build a workflow that sends an email every time a lead is created —> delay 2 days —> check if they opened the first email ——> IF yes then stop. ——> If not send a second email Is that possible? Thank you!
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Update Lead Value WIth Workflow
I need to update the lead value field using a custom field from the person object. For some reason though the lead value only gives me the option to set a specific value when creating a workflow. Is there a solution for this?
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Changing name of stage, will that mess with automation?
The title covers my question mostly. I want to change my stage names in my pipeline, but I was wondering if that means I will need to go in and update all of my automations I have set that include triggers based on stage.
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I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mea
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
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Feature Request Workflow Condition
currently you can't create a workflow condition like deal "contains product" or "product is". We would like to initialize some custom fields when a product is added to a deal. This would really be next level for us. Looking forward to hear from you. Cheers Holger
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Notify via email of a click through via Campaigns
We are currently using campaigns. The email via campaigns is sent via a standard email address (i.e. sales@domain.com) We would like the owner of the lead/deal to be notified if the recipient clicks through the email.
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Help me Organize our Work-flow Automations please
The only way to sort the automations in Pipderive currently is in chronological order. We have 25+users across 3 countries and there are automations by user/department/country. The fact that Pipedrive only organizes them in one single chronological order makes it hard to find them / avoid duplications, etc. Is it possible…
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How to change the statut of all deals automatically?
Hello, I'm looking for a way to change automatically a statut of a deal when I found an email. I only found to change of one deal not to impact all the deals. Do you know how to do it? Thank you.
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Two enhancements to the Workflow Automation module!
Hi guys - yesterday Pipedrive officially released two enhancements to the workflow automation module: delays, and execution history 🏆 We've been using both as Beta users, and now that they're out in the world - I shot a short tutorial on how to use both. If you have any questions or feedback, please feel free to ask! 🤗…
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שדרוגים למודול האוטומציות של פייפדרייב
הי חברים - פייפדרייב שחררו אתמול שני פיצ׳רים חשובים למודול האוטומציות, Workflow Automation . הקלטתי הדרכה קצרה שמדגימה את השימוש בפיצ׳רים החדשים - כולל דגשים שחשוב להבין. ההדרכה כאן, בקבוצת פייסבוק שלנו, תהנו!…