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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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Email Signatures with Automation
When I have automation set up to send off an email, it is not including the email signature. Is there a way to include it (each sales agent has their own signature and any of them can trigger the automation) or do I need to set a general business signature to include within the template instead?
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CRM Requirments
Hi community wanted to see if I could get some help in the following requirments our business has when it comes to a CRM. We are evaluation other options too (SFDC, Superoffice, Hubspot). I personally prefer Pipedrive but wanted to see if anyone had advice on the stuff below: * Tracking customer documents in the same…
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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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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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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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Create workflow automations with "Notes"?
Currently, it´s not possible to create workflow automation where "notes" is the trigger. Have any of you found a way to work around this issue?
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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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Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
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Parent - Child Deal Automation
Hi Team, We would like to see an option to Parent/Child deals with associated deals. We have a main pipeline for Signups/Registration and once successfull they will have deals made for 8 quarters. It would be helpful, if we can link those deals together and automate to move to different stages in respective pipelines(we…
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Entire automation workflow for Real Estate
Hello, We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive. We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into…
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Pipedrive for Real Estate Investors
Are there any real estate investors on this forum who buy then rehab and either sell or rent? Would like to share ideas on how to better utilize Pipedrive for my business, apps and automation, etc.
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Trigger automations when importing
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I…
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Workflow automations not working for imported deals
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
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Duplicates monitoring
Hi! Is there a way or a automation to monitor duplicates? We receive leads from our website and if a person signs up for a newsletter and sends us a question through a form, this one person will be created twice in Pipedrive. Is there a way of monitoring all the duplicated entries created? Thank you!
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Is there a way to time an activity?
Hello all, I'm having trouble to time new activities. I would like to schedule an event and 35 days prior to the event create an activity for myself. At the moment i'm manually planning all the activities. But I would like to fill in the event date and get an automated activity 35 days prior to send an e-mail. Any ideas on…
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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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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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Search functionality for finding workflow automations
New Feature Request: I have a lot of automations setup. There has to be a search field to quickly find the relevant one that i'm looking to edit. it is very problematic to scroll through them all and try to find the right now.
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Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
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Leads Inbox: One column for overall last activity/email date?
Caveat: this post deals w/ one-on-one emails sent to leads, not those sent via automations/campaigns in bulk. With the Leads inbox, I'm aware that you can turn on/off various "last ___ date" columns for people and orgs, e.g. last email sent, last activity date, etc.. but is there any way to have a single column that…
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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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Trigger automation by filter
The Zapier integration has the ability to trigger when a record matches a Pipedrive filter. It would be great to see this functionality in Pipedrive automations as well.
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Hyperlinks in messages in MS Teams
Hello all Can't imagine this hasn't been asked before, but I just can't find it, so here goes: When you integrate MS Teams with Pipedrive, it's great that you can receive a message in Teams when something happens in Pipedrive. But... ...is it accurate that it's not possible to include a hyperlink to the activity, contact,…
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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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Automation + Marketing Status
Is there a way to create automation to send out an email or set of emails when someone subscribes to our marketing? And can we Create Automation to change the marketing status to Subscribed through a website form?
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Help identifying the date a deal entered each individual deal stage.
Hello all. We have been trying to build our own external reporting system. For it to work we require to find out the date each of our deals entered each stage in our sales pipeline. PD have suggested its not possible to extract the data despite the information being stored on each individual deal and also available as a…
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Coming soon: Asana workflow automations ⚙️
We are happy to announce that Asana integration will be added to workflow automations, providing yet more opportunities to connect Pipedrive and Asana. What will I be able to do with it? * Access to more action and event combinations, and filtering possibilities that include Asana * Support for both Deals and Leads *…
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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