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.
Comments
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Hi Bob,
Actually, it's not possible with Pipedrive.
But you can have different option to resolve it :
- Use a tool (to be downloaded to the PC) which can, by manipulation on the keyboard, display a predefined text and therefore your questions. (Example: Crtl + Alt + x = "Hey how you?)
- On Pipedrive create an automation where at each activity created, the automation start and add to the note/comment (of the activity) your questions : see the example below : (The condition is just to filter a bit in order to not have those note on every activity)
I hope this explanation answers your question!
Do not hesitate to come back to me if necessary.
Have a great day ! 👋
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Lucas MAGNE said:
Hi Bob,
Actually, it's not possible with Pipedrive.
But you can have different option to resolve it :
- Use a tool (to be downloaded to the PC) which can, by manipulation on the keyboard, display a predefined text and therefore your questions. (Example: Crtl + Alt + x = "Hey how you?)
- On Pipedrive create an automation where at each activity created, the automation start and add to the note/comment (of the activity) your questions : see the example below : (The condition is just to filter a bit in order to not have those note on every activity)
I hope this explanation answers your question!
Do not hesitate to come back to me if necessary.
Have a great day ! 👋
Thank you for your help!
I tried the workflow as you suggested, but it doesn't auto populate a new note with the questions I typed in.
Also, what is an example of a tool that will drop pre-determined text with a shortcut key? I haven't been able to find one.
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Lucas MAGNE said:
Hi Bob,
Actually, it's not possible with Pipedrive.
But you can have different option to resolve it :
- Use a tool (to be downloaded to the PC) which can, by manipulation on the keyboard, display a predefined text and therefore your questions. (Example: Crtl + Alt + x = "Hey how you?)
- On Pipedrive create an automation where at each activity created, the automation start and add to the note/comment (of the activity) your questions : see the example below : (The condition is just to filter a bit in order to not have those note on every activity)
I hope this explanation answers your question!
Do not hesitate to come back to me if necessary.
Have a great day ! 👋
That's weird because it works well for me. Take a look here :
https://www.loom.com/share/d62309cb39ae44c38ee30f1f7f80e430
https://www.loom.com/share/d62309cb39ae44c38ee30f1f7f80e430
Did you add the activity when the deal is on your stage "Identify".0
