I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
I am trying to automate lead qualification by creating a custom field "lifecycle stage" All i want is to create an automation that helps me with auto change of field "lifecycle stage" once the user signs up on the platform. Tried doing this but its not working, any one has tried this before ?
Good day How do I make sure that Leads that have been cancelled / deleted and or moved to another deal stage do not receive the automated emails? I have deleted leads, however, the leads contact person keep receiving the automated emails? Please advise? Regards John
I need to create a new deal when a person submit a form on a Landing Page(wordpress - elementor). The plugin just let me create a contact and not a lead or deal. is it possibly to create a new lead or deal automatically?
Hi, Has anyone else encountered this issue and found a solution? Here's the problem I'm facing on this website: I created an automation that duplicates a deal when I mark an existing deal as "Won". I want the duplicate deal's expected close date to be set to one year from the original deal's expected close date. However,…
Hello all, I'd like to add industry and other custom fields into an organization which automatically carry over into a deal, when a new deal is created. Can this be done?
I've noticed the automations Pipedrive provide can't combine those. For instance, once you put the Trigger: 'Deal created' you can only use Conditions from deals. I'd like to create a custom automated workflow depending on the 'Country of residence' of the linked person of the deal. 'Country of residence' is a Person…
Hi there, I am setting up an automation flow (order form) where colleagues can create a task which will add text to the activity's note. It is important to ensure my collegues add the correct information, therefor I made a custom field mandatory for them to fill in. Now I want to add the information from the custom field…
I'm trying to create an automation to follow up new enquiries until they book a call. On enquiry, they receive an email with a link to book a call through our 3rd party app (this step is working). I'd like to wait a day before a Task is created for the admin team to check if that call has been booked (I cannot get this…
In automations, it is not possible to get the value of a "custom field" that belongs to the linked object. For example: Object DEAL has linked objects like: ORGANIZATION (deal organization), PERSON (deal contact), PROJECT etc. - i.e. objects with the option to create a custom fields on them. On these object we are using…
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