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LEMLIST & Automation: how to automate deal being moved when first email was sent
I have been playing with the automations in combination with the data imported from Lemlist. When a new contact gets imported from Lemlist (after successful enrichment), a deal automatically is added to my first stage in Pipedrive. I would like to move this exact deal one stage once I send the first email. Unfortunately,…
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Workflow automation not working when importing leads
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
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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…
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New: Automations webhook requests
Hey Pipedrivers 👋 We’re beginning to gradually release automated webhooks, expecting to reach all regions by the end of April 2024. What does it do? The webhook action in Automations allows you to connect Pipedrive with external tools and apps by sending information to specific endpoints. Unlike regular webhooks, you can…
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Mandatory Field blocking the whole automation process
Hi everyone, I'm trying to create an automation, that sends a email (based on a simple template) when a deal is created in the system. To do that I have created an automation that is triggered by a deal creation and the action is "send email based on a template". In the required field for this automation, I have selected…
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Automated emails from deal owners, not deal creators.
As a Pipedrive Admin, I would like to set up automated emails for deal owners, based on when a deal is moved to a new stage by a sales rep. I understand how to set up the workflow. My question is, since I set it up (deal creator), the emails are coming from email address. How can I make sure the emails are being sent from…
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Automation - WhatsApp business
Greetings to the Pipedrive community, I would like to send an acquisition SMS or message via WhatsApp Business based on the terms and conditions. Does anyone have a good experience with this? Alternatively what integration, app do you use for this? It's been my experience that not everyone responds well to emails,…
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Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
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Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
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Instant condition doesn't work at all
Hi, I am struggling to optimize the automation on Pipedrive which I really hate :( I hope there is anybody who can help me!!! I don't know what I did wrong. Below is my full automation flow that I am working on As you see the number 10, instant condition which is supposed to check whether I get any reply form the email…
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Limit of deals per contact OR clearing duplicates of deals?
Hello Pipedrivers! Is it possible to set a pimit of deals per contact OR to clear duplicates of deals? For the moment I have my Pipedrive integrated with my website is such way that after a lead action is completed a deal is created. However, when the same person completes 2 different lead actions, 2 deals are created. I…
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Use date as a trigger for automations
What i want to do, is to use expected close date, or a custom field that uses date- as a starting point for action. i.e. deal updated- expected close date has changed - expected close date is prechosen? Sama goes with custom field that is in date format. Use case could be that i have a custom field "Validity of the…
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Automation: Access to related entities for conditions
Hi! I've found that it's not possible to set up an automation that triggers on a Deal update and has a condition on custom Person fields. The only available fields to filter on are "Deal contact person", "deal contact person email" and "deal contact person phone". It would be nice to have all Person fields available to…
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Looking for Automation Analytics
Hi, I'm looking for a way to analyze each automation. For instance, we have different automations set for different types of leads for communication and nurturing. How can we view the read/open/clicks for each automation on a weekly basis?
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New Trigger on Archiving an item
I'm looking for a way to start automation when a Lead, Deal or Project is being archived by a user. At the moment I see only triggers on creation, updates or deletion. Would it be possible to add the Archive trigger as well?
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Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
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Automatic assignment based on phone number starting digits (country code)
Hello, I would like to assign the deals automatically to sales people depending upon the country code in the phone number i.e. first 2 digits. How can I achieve that? P.S. I don't have address filed in lead form therefore getting country is not possible. Thank you in advance!
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Convert a lead to deal based on Email interaction
Hello, I am sending out first email to the leads to filter them out. I would like to convert the leads to deals depending on their interaction with the Email. For e.g. if they open or click anything in email it should be automatically converted. But to do so I didn't find any matching action in Automations. Please find the…
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Triggering an activity from a date field
Hi All, Hoping someone may be able to help me with this. Is there a way to trigger an activity by a date field? e.g I have a date field for contract expiry under an organisation, and I would like to automatically create an activity to contact the client primary contact 3 months before that date. We use to able to do this…
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Send a targeted campaign based on filtered people
Hi, I'm using one of the existing templated campaign automation's "Send a targeted campaign based on filtered people" The criteria is that if someone is moved to a specific pipeline stage, they have an email and are subscribed then they will be sent an email campaign. However it does not seem to be working or seems to work…
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Automação, quando der "ganho" no card, movê-lo para outro funil e deixa-lo como aberto
Olá, Alguém pode dar uma força... Preciso criar uma automatização para quando mudar o status do card para "Ganho", à ação é mover o card para outro funil de vendas e deixá-lo no funil de destino com o status "aberto". Agradeço imensamente.
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Emails from Outlook to Pipedrive
Hi everyone, It was hard for me to find an answer to this one, but perhaps the community can help. We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct…
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Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
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Email Threading with Automations
I posted this somewhere else and a lot of people agreed that they need this feature. Please create a feature to do email threading through automations. For example, I should be able to create an automation to do a follow up email in the same email thread on a delay. Unfortunately, I will need to look at outside tools since…
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Merged: Bulk labels in the Sales Inbox
This discussion has been merged.
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Merged: Trigger based on date field (i.e. automated birthday email)
This discussion has been merged.
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Outplay vs Klenty vs Another Tool?
Hi - I am looking to incorporate a Sales Engagement tool that integrates with Pipedrive for our BDR team. Our goal would be to have various cadences/campaigns going at one time along with a nurture campaign. I was curious to hear what other Pipedrive users have used and what they like/recommend
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Work around with automatisations for the problem of due dates in project activities?
We do have a strong issue with projects-date-dependency: if you are using a project-template, it always has a starting date. Once you are not 100% sure about the starting date (as it is always a bit dependend on the client), or when some steps get dalyed, you do have a problem with all the activities pre-defined in the…
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How can I re-open deals when an email is received?
I'm making some automations to send drip campaigns. I want it so that when someone replies an email, the deal is opened. Is this possible with either Automations or with Zapier?
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How this sequence can be done with automations?. I tried but it appears not to be working
How can I apply this sequence with emails? (photo attached)