Currently, pipedrive automations only work on a new deal or when manually updated. Is there a way that when an automation is created it can "execute" and update to all created deals? As not to have to create the automation and then go back to those deals for them to update. Currently, the solution is to update small…
Web form notification
Hi product team, the notification function is available just for the total form, what happened in case I need to notify just from an item from a drop down field? If you select from a list of depts (HR, Financial, Support, etc) the system should send the notification just to that person (user or not) associated to that…
URGENT Why does Automatic Assignment not recognise my custom field?
I'm trying to setup a Lead Auto Assignment, however when I test it with only my customer field (single choice), it will fail (show not assigned in the history tab). When I try it with a 'default' option, like Lead Source = Web Form, then it works instantly. I've tried changing the name of the field, encase it clashed, I've…
Assign Follower based on Custom Field
Hi, We have leaders that are on deal teams, but not the deal owner, and need to be kept in the loop as deals move through pipeline. The idea is to extend the "automatic assignment" functionality to following deals. UPDATE deals SET follower_id 6798 WHERE deal_custom_field = "X"
Date Ranges on Automations
Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
Add a leave (holiday) section for our staff so they aren't assigned activities during this time.
It would be nice to auto-assign activities to other members of our sales team when one of them is on leave. Maybe there could be a section in the auto-assignment where you can enter leave dates for your staff members so activities are scheduled around this. At the moment a call back to a lead could be up to 2 weeks late if…
Automatic assignment for projects
It would be nice if you could use the features from Automatic assignment for projects. (assign to a member of a team for example).
New: Automatic Assignment enables you to automate lead routing!
Hey, Pipedrive Community! 👋 We know the importance of following up on a new prospect in a timely manner and ensuring that the right person is making that first contact. I’m excited to announce that we’re starting to rollout Automatic Assignment to allow you to automate opportunity routing so you and your team can follow up…