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New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
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Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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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…
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Automation to link contact to new deal
Has anyone figured out how to link a contact to a new deal when setting up an automation to create a deal from an existing organization/contact? For example, right now I'm importing contacts/organizations from a manually scrubbed lead spreadsheet and then have an automation setup that creates a new deal when a couple…
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Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
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Trying to automate a task - but struggling
I can't seem to get the hang of automations without starting with a template already in the system. I'd love someone to look at what I have and advise where I'm getting hung up. I'm trying to create an action to automatically create a follow-up email when an existing customer is shipped a re-order. I want this to happen 30…
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Reminding your team to contact client for contract prolongation
We decided to automate reminders for contracts that soon to hit an exparation date. While Automations in Pipedrive made it possible to create an activity and push it to GCal, there`s one thing that can`t be solved at this point: when we take into account the actual contract expiry date, there`s no way to set up a reminder…
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Automated reports triggered by time
I'd like to have automations that trigger counts at specific time periods. I specifically want the reports to be published on Slack Example use case: A report published on Slack of my pipeline statuses and changes at the end of the day. How many deals do I have at a Stage A in Pipeline X How many deals moved from Stage A…
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10 Step Automations - can we get more steps please?
Hello, Currently the max number of steps in an automation is 10 (no matter the level of subscription), is this correct? Are there any plans to increase this? It would be really helpful to have as a sales sequence usually runs 30 to 45 days and needs more than 10 steps. I realise there are tools out there that have these…
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New: Power Up ⚡️ Our new plan for large sales teams
We’ve launched a brand new Pipedrive plan: Power. This is the new second-highest pricing tier available, sitting between Professional, which has been upgraded, and Enterprise. This plan offers scalable control of account permissions and visibilities, project management capabilities as well as increased feature usage limits…
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How to send an automatic whatsapp message
Hello everyone, I want to send an automatic whatsapp message when the application is received. I am using twilio and timeline applications as whatsapp integration. I need someone who has an extra solution suggestion or can help. Best Regards
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New Automation
Asked this question earlier to a Pipedrive representative and they suggest i post on here to get the feature upvoted: I have a custom field in my deals that states when a quotation is required by. Is it possible to have an automation that sends me an email a week before the quote is required and the day before to ensure I…
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Task to confirm appointment
When a certain activity is created (appointment for example), use automation to create a task 1 hour before the appointment time for example to remind the sales rep to confirm with the appointment if he/she is coming...
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Is it possible to pull through Activity Due Time?
I went to create an automation where after an activity has been created (trigger) another activity is created with same data but the activity owner is different (action). However I was unable to pull through the due time from the trigger activity - like you can with all other activity data
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Automatically Adding data from spreadsheet to fields
Hey I dont really know how to describe this but can I automatically add data / a link to a field using automations? Has anyone else been able to do this? I want the field to auto populate with a specific link when the deal stage is moved using automations or something. Please help! Thanks, Samuel
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Configure an Action on Task Completion
I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon…
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Use organization/person custom fields in conditions for Deal Automations
Hello pipedrive team, it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for…
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New: Automate email & activity sequences with a new Wait for condition step!
Hey, Pipedrive Community! 👋 We are currently improving the ability to automate email & activity sequences, by adding a new Wait for condition step. 🚀 What is Wait for condition step? Enables you to set up automations that wait for something to happen, and continue a sequence after that is true. If not, and the maximum…
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BOUCLER LES AUTOMATISATIONS
ca serait sympa de pouvoir boucler les automatisations si la condition n'est pas celle attendue. Pas exemple : 1/ envoie d'un mail 2/ délai 3/1 mail 1 à reçu un retour : Faux alors retour à 2/ délai 3/2 mail 1 à reçu un retour : Vrai alors 4/ mise à jour de l'affaire changement d'étape
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1 condition = plusieurs actions
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…
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Merged: Editing automations
This discussion has been merged.
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Connect our general sales mailbox to Pipedrive
Hi I want to connect our general sales mailbox (sales@company.com) to Pipedrive and automatically generate mails to leads. Is that possible?
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What is the easiest way to automate a deal moving to a different deal stage based on an email reply
Hi I have a four-email sequence automation that gets initiated when I move a deal into a specific deal stage. What I would like to achieve is to have the deal move to a different deal stage if/when I receive an email reply (from the contact associated with the deal) for any of the four emails in the automation. Is there…
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Reminders when a project is about the start
Hello, We would like to set up mails notifications to owners as reminders when a project is about to start (start date) but as I went through that issue, it seems that this feature is not implemented, which is kind of strange for a project/delivery product. Does someone would have a backdoor approach ? Thanks !
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Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…
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Automations Webinar outstanding answers - 29th of March 2023
Thank you so much again for attending the webinar last week! Your feedback is crucial so that we improve and offer the best product for all of you. As promised during the webinar, posting the answers to questions that we did not have time to take in live. Can I set up an automation to delete activities that are incomplete,…
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Insert URL fields in mail
It would be great to be able to directly integrate a clickable URL link in an email (via an automation flow) sent to users so that they can, in one click, fall back on the prospect, business or organization sheet.
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New: Email reply/link click automations
Hello! Quick Automations PRO tip! 🤖 You can further automate your email engagement processes by checking if an email sent from Automations feature has been replied / link clicked after some time has passed. Example Every time a deal is created, send an email, if email s not replied after a week, send a follow up email…
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How to automate sending an NDA for esignature
When an activity is added with "Send NDA" in the subject line, an NDA should be sent to the contact for eSignature. I can't find a way to create an automation, webhook or API call to work with documents. What am I missing? If anyone can direct me to a work around, I'd greatly appreciate it. Right now I go to the contact…