Proper branching (if/else/elseif) in workflow automation

Nikolai Sokolov
Nikolai Sokolov Member Posts: 184 VERIFIED MEMBER
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Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth.

Since it's also not possible to use dynamic values, we just abandon the approach many times to avoid maintenance of dozens of automations.

One step towards a more mature approach:

have proper branching. If, else, else if. If condition is met, do this. If not, do something else, if a third, forth, etc. is met, do something else.

Great example of implementation is how HubSpot handles branching and conditions.

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  • Jeff Pairis
    Jeff Pairis Member Posts: 9 VERIFIED MEMBER
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    edited July 2022 #2

    I really like to see the following feature: tree-like WA. 
     

    EG:

    Trigger: New deal created. 

    [condition] 

    if [new deal = stage A: do B, C and D.
     

    if [new deal = stage W: do X, Y and Z.

    In this case, it would save time and effort of re-creating the automation for the W stage. 

     

     

    For me personally, it would be a massive time-saver, as I now would have to make 3 different WA for 3 different stages. Plus duplicate that for the three different regions.

     

  • Jeff Pairis
    Jeff Pairis Member Posts: 9 VERIFIED MEMBER
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    edited February 25 #3

    The idea:

     

    image
  • Simon - JYGA
    Simon - JYGA Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited February 25 #4

    Je pense qu'il serait vraiment bien d'avoir la possibilité de donner 2 actions possibles à nos conditions.

    Proposer 1 "chemin" si la condition est vrai, un second si elle est fausse.

    exemple :

    Envoie d'un mail + délai

    si "l'email à reçu une réponse" est :

    • vrai - alors action : changement d'étape
    • faux - alors action : mail relance


  • Andrew Earles
    Andrew Earles Member Posts: 9 VERIFIED MEMBER
    25 Up Votes Second Anniversary First Comment Photogenic

    I would really like the ability to split an automation into different paths. Each path would run based on different filters and conditions. Please add to your list of ideas to implement

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 54 VERIFIED MEMBER
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    edited February 25 #6

    We need to request in workflows to have a PATH function, similar of what ZAPIER has to build conditional workflows (https://zapier.com/features/paths), since for example we need to do certain workflows that have different "paths" due to a conditional.

    Example:

    "We have 4 sales teams and we need to build a workflow to convert into a project based on the leader of each team and assign different activities based on the owner of the deal, so in this case we need to build 4 different workflows. If we only have "conditional" functionality, we can just build only 1 workflow and look for the owner and take the path to do that, similar of what is done in chatbots."

    This will help the live of too many people like us that fill out hundreds of workflows in semi-complex situations like this.

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 54 VERIFIED MEMBER
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    edited February 25 #7

    What do you think about this guys?

  • lloydmedley
    lloydmedley Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited February 25 #8

    I'd really like this too. I can make it work anyway with multiple of automations, but this would greatly simplify things.

    E.g. If stage is changed to "2" then "send email template 2", or if it was changed to stage "3" then "send email tempalte 3" etc. It could all be done in one automation.

  • Graham Cox
    Graham Cox Member Posts: 149 VERIFIED MEMBER
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    edited February 25 #9

    I'm not 100% but I think this may be in the works Rodrigo. Got a feeling they mentioned conditional paths in workflow automations during the last webinar. I could be wrong though.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,421 COMMUNITY MANAGER
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    edited February 25 #10

    Hi everyone, there is something along these lines being worked on. I will be sure to gather community feedback in one post so the product team can go over it.

  • angryhawk
    angryhawk Member Posts: 11 VERIFIED MEMBER
    5 Up Votes First Comment

    Zapier allows users to create one automation from one source of information where you can determine the action based on a set of rules. Not just a single line, but sort of a fork.

    Attached a picture below:


  • ahmed ali
    ahmed ali Member Posts: 3 VERIFIED MEMBER
    5 Up Votes First Comment Photogenic

    Hello Guys.

    We need a new features in the email automation, it needs more advanced features like Keap. We need if conditions to build 1 automation instead of building many automations to streamline the sales process.

    Also, a feature to make the automation could reply to previous thread not send a new email.

  • Julian L. A.
    Julian L. A. Member Posts: 5 VERIFIED MEMBER
    Third Anniversary First Comment
    edited February 25 #13

    Hello all!

    It is now Februaey 2024. Does anyone know if there has been an update om the workflow path issue?

  • Toptunenko Olena - Pipedrive partner & Consultant
    Toptunenko Olena - Pipedrive partner & Consultant Member Posts: 24 VERIFIED MEMBER
    Second Anniversary 10 Comments First Answer 5 Up Votes
    edited February 25 #14

    The same question.

    Is there some estimated time of realising this feature?

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 54 VERIFIED MEMBER
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    edited February 25 #15

    cri cri cri cri cri... no replies?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,421 COMMUNITY MANAGER
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    edited February 25 #16

    Hi @angryhawk and @Rodrigo Rojas , the feedback has been noted, and we’ll be gathering similar requests together that focus on automation paths for higher visibility.

    Our product team is now working hard on making timed automations a reality, so automation paths are outside the plans for the very near future at least.

  • wonders
    wonders Member Posts: 66 VERIFIED MEMBER
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    edited February 25 #17

    This really is an absolute must especially considering the limits to the number of workflows you can have. Not being able to do paths, being limited to only one trigger per workflow, IE needing 2 workflows for 'deal created in stage' vs 'deal updated in stage' or requiring separate workflows for the same field being changed whether it's a lead or a deal requires a lot of extra management of workflows. Now imagine that for multi-lingual workflows, it's brutal.

    Other platforms are constantly rolling out new features and it seems like the development at Pipedrive has reached a stand-still. While I really like Pipedrive, it is rather discouraging that development, if any, seems to be going at an alarmingly slow pace.

  • ahmed ali
    ahmed ali Member Posts: 3 VERIFIED MEMBER
    5 Up Votes First Comment Photogenic
    edited February 25 #18

    They have to add this. The workflows is very weak and i been thinking to move to GHL because of their workflows. You can pause upon reply, have trigger links to start another workflows. and so many other useful features. I love Pipedrive and don't want to change please enhance the workflows it saves us time

  • wonders
    wonders Member Posts: 66 VERIFIED MEMBER
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    edited February 25 #19

    We actually use GHL too and have been considering switching over completely. When we first started GHL was missing some core functionality we needed so we decided to tie in Pipedrive but GHL has come a long way and continues to improve.

    We really prefer the UI in Pipedrive for the agents and don’t want to switch but as we grow, automations become an even more integral part of our business and PD just has so many limitations. So end of the day, like Ahmed said, please improve the workflows :)

  • Leo
    Leo Member Posts: 33 VERIFIED MEMBER
    Fourth Anniversary 10 Comments Name Dropper 5 Up Votes

    I have a big problem. I want to be able to run an automation that allows me to have multiple options dependent on a specific label but currently need to set up 20 automations to do this

    What is needed are “If functions” within automations allowing us to build 1 automation flow for all options.

    As an example, is if the field option is:

    1. X then send an email
    2. Y then send a different email
    3. Z then set an activity
    4. Etc

    currently to do this (if you have multiple options within a label or a field) you would need a new automation flow for every option. Quite easily 10 automations for each field/label option.

    This problem doubles if I wanted to do this for “new contacts created” and “when a contact is updated. I now need those 10 automations twice, equalling 20 automations.

    this seems overkill when a simple “ if function” would allow me to pick different options, depending on what was input.

  • Rogier van Wagtendonk
    Rogier van Wagtendonk Member Posts: 9 VERIFIED MEMBER
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    edited February 25 #21

    Yes, would love this feature.

  • rthints
    rthints Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited February 25 #22

    bringing this up seeing if there is any progress on this, or even taking people out of an automation flow?

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 184 VERIFIED MEMBER
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    edited February 25 #23

    Hi @Manuel Oliveira , please escalate this to the team - very essential feature of workflow automations. HubSpot nailed it with three different variations for branching, making it easy to design complex workflows. Currently, the limitation of just one conditional makes workflow automations super limited and we always switch to make for anything more complex than a 2-step automation. Given the webhooks in automations are unusable currently (the admin permission fiasco), workflow automations are the last thing we mention to clients or touch in the setups because they are just very, very limited.

  • Michael Wallenwein
    Michael Wallenwein Member Posts: 2 VERIFIED MEMBER
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    I 1000% agree with this.
    We have around 100 automations for our company, many just a clone of the original with a slight tweak.
    Proper branching would allow us to reduce them to around 20.
    It would also allow us to build more complex automations. Thats something we not have done so far, as it would get to confusing to have each branch as a standalone automation.

  • wonders
    wonders Member Posts: 66 VERIFIED MEMBER
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    edited June 2024 #25

    I couldn't agree more. Pipedrive has been left in the dust by other CRM's. This feature has been requested since 2020 or so but there's been no mention of it or progress made. I'm not sure if they're trying to ride the gravy train and aren't interested in putting money into development or what. We have waited patiently over the last couple years for improvements to be made but have continued to be disappointed. You guys said it all - no ability to create branches, no ability to add/remove users from workflows, poor webhook functionality (albeit, they finally released it), no ability to have multiple triggers for a workflow (ie: deal created in stage vs deal enters stage), no ability to create folders to organize, no native SMS, we operate in multiple languages so we have to have duplicate workflows for EVERY flow and language. It's a nightmare to maintain and then to boot, Pipedrive has the nerve to set a limit to the number of workflows. Our company is looking to expand in the upcoming months and currently evaluating other CRM alternatives. I love the simplicity of the user interface but I just don't see Pipedrive in our future.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 184 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes

    Hi @wonders I am deeply compassionate about pipedrive hence us just solving everything in make lol. Just more convenient in terms of complexity and maintainability.

    But Pipedrive, please make workflow automation more capable because currently, it only covers the most basic use cases and has so many limitations that we mostly avoid it on client work.

    Can't mention it often enough in every thread: that webhook in workflows needs to be working for all users w/o admin privileges when set to "triggered by any user". This would allow us to trigger make for automation lol. Currently, its just useless.

  • Kevinraybor
    Kevinraybor Member Posts: 3 VERIFIED MEMBER
    First Comment

    Esta función es de mucha utilidad. Actualmente no uso las automatizaciones de pipedrive debido a que no hay bifurcaciones de if-else.

    Se tiene que agenciar de otras plataformas para eso

  • wonders
    wonders Member Posts: 66 VERIFIED MEMBER
    25 Likes 10 Comments First Answer 5 Up Votes

    @Nikolai Sokolov Trust me, changing platforms isn't my preferred option either, but PD really needs to pick up it's development game. Avoiding something and hacking workarounds in 2024 due to lack of development isn't really a long term solution IMO. Especially while others are pouring resources into improving and building additional functionality into their platform. It gives me that feeling that PD is more focused on pocketing cash than developing functionality to keep them competitive. People have been asking for split paths and webhooks for a half of a decade and we still don't have a functioning version of either lol. Ironically I got an email about an hour ago from Pipedrive boasting about their new webhooks that we can't do anything with 😁

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 184 VERIFIED MEMBER
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    Haha @wonders thats exactly how I felt reading that email. The knowledge base article has a bitter note about this as well: contrary to some expectations blablabla.

    @Manuel Oliveira automation webhooks are useless currently. Please push this to the team.

    Another point about limitations of branching: its nearly impossible to suggest campaigns to clients because its impossible to build a basic "send out email 2 if client didnt open email 1, otherwise create lead", etc.

    Since the condition of opened / replied to email is ONLY available if email is sent in the same automation previously, its impossible to build a second automation for the branch of ELSE "if opened".

    This limitation, paired with manual double opt-ins, makes campaigns a very tough sell. Basically, two must-haves people expect from email marketing apps are absent = I cannot wholeheartedly suggest the add-on to anyone.

  • wonders
    wonders Member Posts: 66 VERIFIED MEMBER
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    edited February 25 #30

    @Manuel Oliveira I'd love to bump this as well. It's almost been a year since we heard workflows are being improved but we're all still anxiously waiting. We REALLY need to be able to create more advanced workflows involving branches / split paths and multiple triggers. IMO this should be the #1 priority for Pipedrive's development team. For example, right now we have to have separate automations for "Deal Created In Stage" and "Deal Stage Changed To", and in both English and Spanish. That's 4 automations that should easily be consolidated into one. Or deal won/lost in both English and Spanish - 4 automations required that should be 1. Currently I'd say 80-90% of our automations are just like this.

    1. No branches / split paths or multiple triggers makes managing the workflows a confusing nightmare
    2. The limited number of workflows you can have in an account based on how they currently operate should be criminal 😂
    3. (Off Topic) - The 10 action limit per workflow being increased would be nice. We use workflows to build cadences that involve calls, emails and SMS's. New lead → create call attempt 1, once it's marked complete & no deal created, automate an email, SMS, and create call attempt 2 activity, so on and so forth. That's 4 actions and a lead has only received 1 call attempt.

    I know every Pipedrive user would really appreciate, and benefit tremendously, by improving the workflows. I'm sure there are other good examples out there, but I'd suggest taking a look at GoHighLevel's workflows which are the best I've seen. The flexibility their provides allows users to build for nearly infinite scenarios. This would be a MONUMENTAL improvement for Pipedrive. Any time I've recommended Pipedrive to someone, their biggest reason for not sticking with it has been the workflows.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 184 VERIFIED MEMBER
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    edited February 25 #31

    @wonders for the time being, one workaround to consolidate deals matching several other criteria for the trigger, use the filter option. general idea:

    • create a deal filter that scopes by several conditions, i.e. english and spanish deals
    • in the instant condition section of the automation, use filter option in conditions

    this will effectively check wether the deal matches the filter or not, which in turn can have complex matching handled.

    @Manuel Oliveira can you please remind wether the matches filter triggers only once? Can't find documentation on that, but remember vaguely that the match filter only triggers when the deal enters a filter for the first time.