Automations

Marketing Automation Comparison
Pipedrive has a campaigning tool, but we've been working with a different marketing automation platform years before starting with PD. Has anyone made a comparison between the main marketing automation platforms like Hubspot, Zoho, Campaign monitor, Mailchimp for instance? And what was the outcome?
Add label to a lead depending on a choices from a Pipedrive Webform
Hello community ! I was wondering if it was possible to : automatically add a label to a newly created lead coming from a Pipedrive Webform the label should be based on the status of a field of the Webform I can't see how to do it using Automations… Many thanks for the support ! Aissa
Is there a way to cancel a "Delayed" action in a Pipedrive automation?
Is there a way to cancel a "Delayed" action in a Pipedrive automation? I have an automation with an action that is delayed a few days after it's trigger happens. The action is the sending of an email from a template. I would like to cancel the sending of the email between the trigger event and the end of the delay. Is…
Send a Separate Email for Each Deal Transfer
Please implement a feature that sends a separate email notification each time a user is assigned a deal. This should work similarly to the existing functionality where a user receives a separate email for every comment on a note they own or have commented on.
Email Template Automation Fail
I set up an email automation workflow but after the conditions are being passed, it failed to send the email. How can I know what went wrong? I removed the insert fields in the email template so this is just a purely text email but still failed. Where else do I need to check?
Problem with Automatically Assigning Tasks to the Deal Owner in Pipedrive
Hello, colleagues! I’ve encountered an issue in Pipedrive that I can’t solve using standard methods, and support hasn’t provided a working solution. I hope someone has dealt with this before and can suggest the right automation setup. ⚡ Workflow Scenario: A manager manually assigns an owner to a lead. When the lead is…
Feature Request: Synchronize Organization Labels with Linked Contacts
Current Limitation: When an organization's label changes (e.g., from "Prospect" to "Client"), the labels of linked contacts do not automatically update to match. Requested Feature: Implement automatic synchronization between organization custom labels and their linked contacts' labels. Use Case Example: Custom label…
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Automation based on Products within a Deal
I would like to create a set of automations that run based on products that are in deals when they are won. However, I cannot find a way to do this. The instant conditions for deals does not include the ability to filter based on products within that deal. The only workaround I have found is to say that the deal price is…
Email automation
Hi, I have an email automation project going on and have run into some hiccups. The idea is to import a value from excel into pipedrive as the deal value. This import will trigger an automation which sends out an email to the deals' contact person. The trigger switches on whenever I edit the value of a deal, I have about a…
Admin should be able to activate automations for their team
I'm new to using PipeDrive Automations. Can someone at PipeDrive PLEASE explain to me, when I as an Admin create an automated workflow that all members of my team must use, why EVERY user has to go in and accept/activate EACH automation??? It isn't their choice whether they want to use it or not… it's our PROCESS that all…
Get Notified When One of Your Email Automations Fails
Unless I am mistaken, there doesn't seem to be a way to set up an alert or notification for when an email automation fails. We rely on this email automation sequence to onboard our new clients and it would be helpful if we were notified if any of these emails fails to send!
How can I move a deal from one pipeline to another using automation?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
Automating Double Opt-In
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
Automations for welcome emails
Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't…
Automations time zone
Hello. I'm trying to set up an automation that will schedule an activity at 8:00am LOCAL time but PD is requiring me to select a specific time zone. So if I set it up for 8am Central (where I'm located) it schedules for 6am Pacific and 9am Eastern. Can someone please tell me how to set this up so that it schedules at 8am…
"Activity deal status is lost" condition is not working
Hello People. I have an issue with an automation that works perfectly fine up until the point where I add the condition "Activity deal status is lost" What should happen: Trigger A client calls us on Aircall and Pipedrive automatically creates an activity for that Step 1: To clean up all of those activities they are…
Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.
How to edit email Templates?
I'm setting up automations for our company but struggle to actually edit the email templates that are to go out. Not sure if we've hit the payment threshold for this task or I'm missing something?
How do I send an email to a standard emailaddress within my company when a deal is Won
When a Deal is Won, I want to send an email to an internal email address. When I look at automations the only option I have is to email to the email address that is connected to the Deal. KR Bas
Trigger actions stop whole automation?
Hello Just starting using Automations and want to trigger specific actions but not stop the workflow overall. I get the impression that if a trigger is not fulfilled further up the automation it will not miss ONLY the subsequent action and then move on,. but will stop the whole flow? For example: Trigger action: If deal…
Profile Phone Number (** singular **) in automation
Hi, it looks like PipeDrive stores multiple profile phone numbers under the person phones fields. Is there a way to retrieve only the first listed phone in an Automation? I'm passing this data to an external service for a more complex flow, and when I use the person phones fields, and if the profile has more than one phone…
New Action in Automations: Change Marketing Status
It would be great to have a new Action in Pipedrive's Automations that allows users to change the Marketing Status of a Contact Person. For example, when a Deal is won, an automation could be triggered to update the Marketing Status of the associated Contact from "No Consent" to "Subscribed". Currently, there is no way to…
How do you manage ticketing in Pipedrive?
The ability to manage support or help desk tickets is a common request from Pipedrive users, and it can be set up directly in your Pipedrive ecosystem. However, there is no one-size-fits-all solution, so what works in one business may not work for another. So, we set out to find the most popular approaches. Turning deals…
Export Automation Workflows
I regularly need to review automation workflows and take screenshots so I can explain each step. But I end up with loads of images if the workflow is lengthy. It would be great to be able to export the workflow, where its format is either the same as make.com blueprint or easy to read format
Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
Organization Field (Single Choice) equal to Deal Field (Single Choice)
Hello, is it possible to create an automation so that upon updating a custom deal field (choice type) it makes that a custom organization field (choice type, same choices) assumes the same value?
Selecting automations for a specific user
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name of an existing user This is more than annoying. I see the following possible solutions: a) put the so-called (deleted user)…
Add a price in a automation
Hi, I want to add products to a deal based on the trigger (add to pipeline). What do I enter in the price field? Why can't I select an price variant of the selected product?
Date field yearly or by yearly triggers
Hi, It would be lovely to have an extra option in the date automation field. As an example, we send a yearly birthday e-mail to our clients. We have the date of birth, but what is missing now is the option to automate the date trigger yearly. Furthermore it would be nice to have the option: yearly or every 2,3,4,5,6,7,8…

Automations

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