Automations

Trying do auto backups through dataExports API endpoint
I found older documentation that https://api.pipedrive.com/v1/dataExports was how we could use the API to export data backups. Was this removed, changed, or moved to v2? I cannot find it anywhere. I am trying to use Zapier to backup our databases daily to Google Shared Drive if this connector is still available. I know 3rd…
Workflow Automations Potential Client
I’m automating the management processes, but the automations that I created and started sometimes replicate the action several times, but I can’t explain why. The instant condition is to change the label to the customer , the two next actions, with 2 days delay are the forwarding of a preset email and the creation of an…
Please Keep Us Informed About Future Issues
In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
URL DEAL
Hi people, before the community desappear….(wrong desition of course) Anyone know how can we find the URL of a deal "by system" (not by hand coping it from the browser) ? I need to add that URL to an email template. Adding that URL to a field and than call the field inside the template can work, but the URL is not offered…
Has anyone built a post-sales claims management module in Pipedrive using Projects + Automations?
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
Pipeline stages have some kind of numeric ordering, or category
Lots of my automations are like AND stage is ="Pending" AND stage is "Draft" AND stage is "xyz" If we had the option like available in Jira we could categories stages and then I could simply do If stage_category is "pre-signature" then it would be a catch all for multiple stages. Or if pipeline stages were ordered I could…
New Mailchimp App – Now in Beta!
Hi there! Dmitrii from Pipedrive here. I’m excited to share that our brand-new Mailchimp integration is now available in beta! It supports two-way contact sync and makes it easier to set up automated communication with your clients. Availability is limited for now—if you're the admin of your company account and want early…
Setting up an email automation
I am trying to use the automation feature. When I get my first lead it comes from the same email. then switches to regular email after first automation back to customer. How do I set up automation with same email that comes in asking the same question? more then once? It only executed this one time.
Transferring Automations to Global Regular Users
Currently, Automations are only able to be transferred from any type of user to a Global Admin. But we need to be able to transfer Automations to Global Regular Users. Some use cases: Someone leaves the company and we need to move their Automations to someone else on their team who is a Regular User (and not one of the…
Automations should be editable by Global Admins
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
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…
Tired of Manual Proposals? Transform Your Sales with Pipedrive & PandaDoc!
Hey Pipedrvie Community🤩 Imagine effortlessly closing deals faster. This powerful integration empowers you to automate your entire proposal and contract workflow, freeing up valuable sales time. Ready to see it in action? Discover how you can: Instantly generate professional proposals and contracts – pre-filled with all…
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…
Sales Made Easy: Pipedrive Automates Meetings to Deals!
Hey team! Want to make your sales work smoother? Pipedrive can help! You can set up Pipedrive to automatically turn new meeting bookings into sales deals. This saves you time and keeps your sales process super organised. How It Works (The Simple Way) Imagine someone books a meeting with you using your Pipedrive meeting…
Automate send notification if label is removed
A small step for me, but a giant leap for a lot of users. And it would contribute a lot to process security in Pipedrive: You can create automations when a label is added or changed to a deal, but not when it is removed. Some companies (especially larger ones, with visibility restrictions) mark organizations with an open…
10 Time saving workflows from my Pipedrive account
Getting started with automation in Pipedrive can be tricky if you’ve never set up a workflow before. Often clients we work with aren’t sure what’s even possible. Here are 10 actual automations from my own Pipedrive account to show you what’s possible. Hope this helps if you're not sure how to get started!
Predefined Date triggers
Hi, I would need more options for date triggers and delay steps in automations: first (work)day of (next) month last (work)day of (next) month in one month Any chance to add these? Thanks, Robert
If Then Statements?
I'm trying to build a custom field with a IFF statement….not sure if this is possible in Pipedrive. Basically if the Deal Orgin is X then multiply deal value by 123, if not then mulitply deal value by 234.
Automation Condition Check - Lead converted to deal?
I have an automation set up that gets triggered on lead creation - starts a 3 day delay, and then sends a reminder e-mail to the owner of the lead to tell them to either archive it or convert it. I believe I have figured out hat "archive time = empty" is one way to check if it's still there, but is there a way to also…
Sender of automated emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
Setting automations for other users
Hey, just wanted to mention this again: the requirement to make users enable date based triggers, while regular workflows can be set to "triggered by anyone" is… backwards. Most sales teams shouldn't be bothered with automation settings. They have a job and automation settings is not something that should slow down the…
Automation: Date Trigger (180+ days)
I am looking to create a date trigger, after x amount of days/weeks/months after a deal is WON (fixed term contract) I want to create an activity to create an activity to set up a call with the customer to renegotiate the contract. Managed in about 3 mins to create an automation for fixed term contracts which were 1 month,…
Adding Specific custom date to new project created in automations
Hi everyone, I am trying to set a specific start date to all projects created through an automation. I would like this date to be January 1st of the next year. I am only given the option to select a date that is already a part of the components of my automation which includes a deal and another project. Is there a way to…
Automating the simple things
Hey Pipedrivers, Here’s a dirty little secret: Everyone is saving time automating simple tasks. 🤫 Are you? 👀 Sometimes it’s the smallest automations that make the biggest impact. One of my favorite simple automations that can save a lot of manual effort and avoid potential errors is to automate the task of changing…
Workflow automation logs
We have several automations running, e.g. adding products to deals, updating person/org owners, adding values to custom fields etc, however I can't see which records the workflow automations have run against, there is nothing logged in the Deal/Person/Org records either. Are there any logs where we can view this…
Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
Need help with if/then automation
Hello everyone! I haven't found a way to do this, and is killing me softly. Here's what I'm looking for in a if/then automation workflow: I want to set up an automation in Pipedrive for my sales pipeline, which has the following stages: Prospecting, 1st Contact, and Cooler. Here’s the process I want to automate: When a new…
Adding a formula capability to the date fields in "Update deal/lead/activity"
Inside an automation action, I would like to update a deal field to a date PLUS X days. For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months",…
Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me and my clients when it comes to: building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different…
Automatically Transferring Notes from Deals to Projects When a Deal is Won
Outcome Description: When my team marks a deal as 'Won' and creates a project, we need the notes from the deal to transfer into the corresponding project. Pipedrive's AI chatbot said this isn't currently supported, so we're having to copy and paste all the notes from every deal into it's corresponding project. The chatbot…

Automations

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