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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…
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Sending field values through the Raw body of a webhook request in an automation
I have a Pipedrive automation that send information to an external app through a webhook. Until now, it has used key-values, but it needs to use the raw format. The following body sends the literal value "{deal.title)" instead of the title of the deal. How do I send the title of the deal instead of literal text?
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How do I reference Pipedrive fields when using the Raw format?
This sends "{deal.title)" to the nm field of the destination, but the intention is to send the value of the specific deal that initiated the automation. Is that feasible?
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Rotting as an automation trigger
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
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Two Essential Pipedrive Automations to Boost Your Sales Workflow
We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
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Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
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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…
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Looking for a Pipedrive freelancer/consultant
We use WebForms and Email Automation as part of our prospecting. We have three WebForms set up and each one then has a seperate email automation. The automation is for the prospect to be sent an email once they have filled in a form. Its very simple. But we are having issues. The automations work sometimes, but not always.…
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Ability to Search Automation History / Automation Log For Leads/Deals/People etc
We really need a way to search the automations history, or see a full list of every automation that happened with each lead/deal/person etc so that we can troubleshoot any errors. We trigger thousands of automations per day and having to keeping scrolling down and hitting "load more" to try an go back through days of…
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Duplicate Entries with Zapier
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
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Pipedrive Automation vs. Zapier (which one is best?)
Pipedrive’s native workflow automation builder is great (and I use it a lot). For example, when you move a deal to a new stage, you could automate sending an email/campaign or create an activity for the deal owner. But sometimes you need a more powerful automation tool like Zapier. For example, if you want to trigger an…
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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)…
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Get insight in performance of mail templates in our funnel
We do sent automated mails (using the automation tool) to our leads at specific moments in our funnel. For now, it is a black box to us how certain mail templates perform. I would really like to have an overview on how certain how well a certain mail performs (open rate + interaction). I know this is possible in the…
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Move deal to pipeline help!
Hi guys, I am new to this and am struggling with some automations. Basically all I want to do is when a deal is marked as lost. wait 90 days and then re-enter a pipeline again as a deal so I can repeat the sales process. I can not seem to see "Move deal to stage" or "Move deal to pipeline". Any help would be great! thanks…
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Proper branching (if/else/elseif) in workflow automation
Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth. Since it's also not possible to use dynamic values, we just abandon…
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Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Re-assign all deals when Organization Owner Changes
Hi All, I am looking to build an automation to re-assign all open deals/leads to a new organization owner if it is changed. Regards Dylan.
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AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
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Automation cache new fields values and users
When new variables in fields or users are added in Pipedrive, the new values are not picked up by the automations — only the ID is sent via outgoing webhooks. This seems to be a recent change (in the past few weeks or months), and it’s quite frustrating. I reported this to support, and the only quick fix they suggested is…
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Aircall - Pipedrive: Aircall leads automatically assigned to users who answer the calls
Hi there! We use the Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to the user who answers the phone. I could not find…
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Pipedrive Automation Builder Help
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?
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Are Date based automations running?
I have a set of date based automations that are not running at all
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How do we integrate our external API into Pipedrive
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
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Allow additional email recipients from custom fields in workflow automation
I couldn't find this anywhere after a search. Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address: What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow…
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Can you have a deal move to a specific stage if you receive a new email?
Hello, My company has just started using Pipedrive and I am trying to set up some automations to help our sales process. I am trying to set up an automation so that when a client replies to our email it moves the deal into a specific stage labeled Client Replied. Alternatively, maybe instead it could automate an activity…
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Personalized fields when using AI generated emails
Hi there! New user of Pipedrive here and been enjoying the experience and functionality so far. I've gotten a good workflow going on using Make and Pipedrive, I'm parsing leads and deal information coming in via my own email and pushing the data to Pipedrive (person creation, deal creation, product, and linking all of them…
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Automation - Send Notification as Email (not personal linked email)
I want to send an email notification based on automation. Something like: send email notification to distribution group 35 days before custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive. I don't want all my email synched AND the automation…
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Automation with Email Notification (not from personal linked email)
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
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Automation, Deal value Multi Currencies
I've got a condition where if deal is less than £180,000GBP ARR then I can allow the deal to move to the next stage. However for larger deals I need to get financial approval from another department. I can get it working fine for GBP but I don't want to have to duplicate my logic for every currency I support. Ideally…