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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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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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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
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Configure an Action on Task Completion
I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon…
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How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
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Use organization/person custom fields in conditions for Deal Automations
Hello pipedrive team, it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for…
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It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
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Slack notification for new emails
Hello everyone, I've been wracking my brain for the last several days trying to figure out an automation that will send a Slack notification every time a new email lands in our inbox. If anyone can help with this I would be SUPER grateful 😊
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New: Automate email & activity sequences with a new Wait for condition step!
Hey, Pipedrive Community! 👋 We are currently improving the ability to automate email & activity sequences, by adding a new Wait for condition step. 🚀 What is Wait for condition step? Enables you to set up automations that wait for something to happen, and continue a sequence after that is true. If not, and the maximum…
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Merged: No email response - create follow up activity
This discussion has been merged.
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Automatic Email Reminders
Every sales person loses an incredible amount of time by sending email reminders. It would be great if the system can send an automatic reminder after X days with a standard text at the top. It is actually a kind of workflow. If the person emailed has not replied after X days, send email template 1 with the original email…
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How can I send a internal email to my collegua with deal details?
Hi there, I have made an automation to basicly send my colleguan an email with deal details, when we win a deal... The issue is, I dont know how to add both a link to the deal, and the deal products/items in the email ... How can I do this?
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Web form // download resource from web sites
I would like to create a web form. Customers/Prospects will fill the form, and I'm going to send him an attachment (or redirect to a download page) and insert an activities in to pipe drive (recall the prospect). Suggestion? (or 3rd party plug in)
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Merged: Editing automations
This discussion has been merged.
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Campaign emails - follow up tracking automation
Is there a way to create a workflow to notify the sales team when a campaign email link has been clicked - i.e. to add a note or trigger a follow up action required say sending an email
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What is the easiest way to automate a deal moving to a different deal stage based on an email reply
Hi I have a four-email sequence automation that gets initiated when I move a deal into a specific deal stage. What I would like to achieve is to have the deal move to a different deal stage if/when I receive an email reply (from the contact associated with the deal) for any of the four emails in the automation. Is there…
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Workflow Automation - "Send email using template" - Use current user email
I have several automations with "Triggered by any user" enabled. This automations send an email with the "Send email using template". No matter who triggers the automation, the email is always sent with my email (always uses the email of the user who created the automation). I would like that the emails were sent using the…
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Will Pipedrive automation be triggered by a spreadsheet import?
I have about 500 leads and would like to apply the automation feature of Pipedrive to create deals then move it into a new stage but would need to import it to the Pipeline through a spreadsheet. Will that trigger the automation or only manually added deals can trigger it?
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Setting due date for an activity +7 days after a custom date
Hi! I have been searching for an answer here and in the knowledge base, and it seems that it is not possible to do what I need, but I would love some confirmation: I have a deal with a five-stage funnel and a custom date field called "end date". I want to create a new activity triggered by advancing the funnel from the 4th…
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Delete Activity when Deal is Lost/Deleted
This seems to be a very logical workflow. When a deal is deleted, you no longer need the associated activity. Is there a way to delete the activity of a deleted deal? (Without using Zapier)
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Automatic saving of activities
Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done? Well I have and quite many times. It is also quite annoying that you can't save the…
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Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
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Anyone else having trouble with Automations based on Deal Lost Reasons?
I would like to be able to trigger actions based on what Lost/Closed reason I select when marking a deal Lost. It seems the "Lost reasons" are disconnected with the rest of the Data Fields and not available in the same manner, as in you cannot select this field for use and then be displayed a dropdown list like other multi…