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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!…
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[CLOSED] Join the beta: Workflow automations delay step
Hey Community 👋 We're excited to let you know that we are taking new beta testers for the Delay step, inside Pipedrive’s workflow automations. This has been a very popular request and you can now give it a try 🚀 How to be part of the BETA? Comment below and we'll enable it for the company linked to your registered email…
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Website form overwrites important customer data, what to do?
Hi community, My company uses website forms to add newsletter subscribers (for example) to Pipedrive. We are really happy with this integration, but If the person that fills in the form allready exists, Pipedrive overwrites the existing info of the person. As a result, all kind of important information is lost and…
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파이프드라이브 기능 업데이트 : 워크플로우 자동화 대기(딜레이) 기능 출시
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 워크플로우 딜레이(지연) 기능이 출시되었습니다. 이제, 워크플로우 생성 시 특정 조건 하 트리거가 발동된 이후, 대기 시간을 설정하여 해당 기간 이후에 액션이 실행되는 자동화를 구현하실 수 있습니다. 1. 워크플로우 대기 기능 확인 * 특정 트리거 설정 이후 조건 및 액션 설정 이전 대기 시간을 설정할 수 있습니다. 2. 워크플로우 대기 기능 사용 방법 * '사전 정의됨' : 특정 요일이나 특정 일자, 혹은 대기시간 / 일수를 선택하여 자동화를 지연시킬 수 있습니다. * '사용자 지정'…
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Automated Email/Campaign Sequecences for Deals
Hey folks.. quick question about what Pipedrive is planning to do regarding automated email sequences for deals. I've been impressed with the SMS and email sequences that can be built out in Close.io Anyone know what's going to be possible with first release?
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Workflow Automation - Email before Expiry
Hello, I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date. I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
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Automatic email cadence before meeting start (timed workflow)
We are struggling to install an automatic process for achieving the following: Meetings are agreed and created, synced into google calendar. We need to send an email reminder 24h and 1h before the meeting from within Pipedrive, since our external automation tool (integrately) does not support calendar event timing. I know…
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Hi everyone! How to send automatic emails to customers in different languages? I have 2 default lang
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파이프드라이브 기능 업데이트 : 워크플로우 자동화 히스토리
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 워크플로우 자동화 히스토리 기능이 출시되었습니다. 이제, 워크플로우 자동화가 잘 작동하고 있는지, 작동하지 않았다면 그 이유는 무엇인지 자동화 히스토리를 통해 확인하실 수 있습니다. 1. 자동화 히스토리 확인 * 워크플로우 자동화 > '히스토리' 탭을 클릭하여 실행된 자동화 히스토리 리스트를 확인하실 수 있습니다. * 리스트에서 확인하려는 자동화를 클릭하면, 자동화 히스토리를 추적하실 수 있습니다. * 실행되지 않은 자동화는 빨간 색으로 강조 표시되며, 클릭 시 자동화 실행 실패 사유를…
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Deal stage reached automation
I'm looking to create a trigger that when a stage is reached in a deal my office admin gets an email. I don't see a way to add any email to the trigger. The admin isn't an owner or a part of the deal so there is no option to just manually enter an email to send to.
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Veja como funciona a nova Função Projetos no Pipedrive!
https://www.youtube.com/watch?v=Y94YMrh6T5Y
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Workflow Automatismus
Hallo zusammen, ich würde gerne folgenden Workflow Automatismus einrichten: Kunde wird in Phase "Erinnerungsmail" geschoben, anschließend geht nach 6 Monaten eine Mail aus den Vorlagen raus. Ich habe soweit alles hinbekommen, nur der Zeitverzögerte Versand klappt noch nicht. Kann mir jemand helfen und verraten, wie ich es…
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[CLOSED] Join the beta: Workflow Execution History
Hey Community 👋 We're excited to let you know that we are taking new beta testers for the Workflow Execution History, inside Pipedrive’s workflow automations. This new feature will allow you troubleshoot your workflow's execution status. This has been a very popular request and you can now give it a try 🚀 How to be part…
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Extraction de données du corps de l'e-mail + creation d'un prospect
Bonjour. Je suis face à une situation de ce type. Je reçois des emails de Seloger, ou d'autres portails immobiliers avec les coordonnées des clients dans le corps de l'email, qui ont fait une demande sur nos propriétés. Est-il possible d'extraire les coordonnées de clients (leur nom,tél,mail), qui sont dans le corps de…
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Is it possible to use Pipedrive for investment brokerage?
The process is much the same as real estate. The main thing is for me to be able to assign interested investors to a deal, although I haven't found a straightforward way to do it. Ideally, I would match several investors with a suitable deal, based on the investors' preferences and the deal features (value, type of…
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Hi, it would be great if we could see and modify the automations created by someone else. This is a
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Campaigns automation / Mailigen
Hi, Pipedrives campaigns come from Mailigen, and works ok. But I was woundring when and if anybody know if automations for campaigns also will be implemented same way as it is in Mailigen? Mailigen have a really cool action setup based on recivers behavor for market automation, that would do a lot for Pipedrive campaigns…
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Workflow Automation to make custom field match label
I would like to make a custom deal field that automatically matches the deal label. We label deals based on the purchase number of that organization e.g. purchase 1, 2, 3, 4, 5, etc. but I want to be able to see this label in the left column of the deal, not have to scroll up to the top to see it, so was thinking to make…
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Is there are away to see how many active automations I have?
This is other than counting them manually. I recently got an email stating I had gone over some limit. It did not tell me what this limit is, or how many were active. Only that they want me to have a call with some sales rep so they can sell a more expensive plan. No thanks. Pipedrive must count these active tasks, so why…
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Send an email when a new lead created
Hi. The pretty easy task turns into spending hours. I want to inform myself each time lead is created. I am using Automation Workflow, "Lead Created" trigger, and "Action - Send email using template". I have created a new Template and wanna use it. But there are two required fields that I don't need. Anyway, even though I…
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How to document automations outside Pipedrive?
Hi Pipedrive Community! We are several admin users and we would like to share with each other the automations we did to coordonate everybody. The problem is that it is possible to list the automations done by another admin user but not edit them in a read-only mode to see what's inside (but we can suppress them!... crazy…
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New: Added functionality inside Drag and drop editor 🚀
What: * Polish textual details with Title block * Embed video with Video block * Adjust design with Mobile design mode, for mobile opens For whom: All campaigns users 👏 When: Already released to all companies ✅ Knowledge base article update is already in progress ⏳, so soon you can read more about how to better use new…
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Automation Idea Help
Hello from Istanbul, Turkey. I want to update fields when i mark a deal lost it asks me legal type. For example i marked it Individual. I want pipedrive update empty fields based on which i marked. (legal type individual > Industry individual) Same also, courier and no answer automation. Can somebody help me to save time ?
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Textbausteine zum Verfassen von E-Mails
Die Möglichkeit, Textbausteine/Templates nacheinander hinzufügen zu können wäre ein GameChanger! -> Bisher ist es nur möglich eine ganze Vorlage zu ersetzen. Ist eine Textbaustein-Funktion geplant mit der man in E-Mails verschiedene Textbausteinen einfügen kann?
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How can I start an automation based on an incoming email from a specific contact and/or with a speci
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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🤷♀️ How to register Meeting Outcomes in Pipedrive?
Hey everyone, I'm really curious to hear how others are registering the outcome of a meeting and reporting on that? I've been doing some research and heard about two possible ways from this post: * using different pipedrive stages * activity types The reply is 2 years old and doesn't go into much detail or show examples.…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Pipedrive/Klaviyo/Shopify - seeking freelance help to set up filtering and flows
We are all small company looking for a little help to improve our Pipedrive setup in stages. In particular, pushing lead through to different lists for marketing emails is our next challenge. Good English and a willingness to work together in a relaxed manner using Slack is ideal. For the right person irregular but long…
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Is there a way to automatically move deals without activity for some time?
I'm trying to set up an automated flow but I cannot find how to access the stagnation status or the last modified date.