Automations

E-Mail Automation in Leads and creating a task
Hi there, my first question here :-) The case is the following: We've imported many Leads into Pipedrive. I want to send in all Leads an E-Mail Template, called “Template 1”. I started this, when I trigger all Leads with a new label. All Leads are sending my template, everything is fine. But now I would like to create an…
End automation after deal is won or lost
My automations keep rolling after the deal has been marked as won or lost. Is there a way to automatically kill the workflow once it has reached the won/lost position?
Can I automate a 'New Deal' in a different pipeline, created from the the details of a 'Won Deal'?
We have 2 pipelines. Sales and Production. We want a 'New Deal' to be automatically created in our Production pipeline, with all the details from the 'Won Deal' in the Sales pipeline the moment the sales deal is set to won. Is this possible? OR - can we have the won deal (with ALL the information from the deal) appear…
Created an automation to create an activity after a deal is won.
I have created the below automation but it didn't work. Can anyone point out the problem here?
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mea
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
New: Build automations and share them with your team! 🙌
Hey, Pipedrivers! Setting up team processes is a big responsibility and we have now made it easier. If you are company admin, you can now build automations and add to them any users of your choice. They will work exactly like if your team mates have built automation by themselves, including the right email inbox and…
Workflow Automation to Replace One Label with Another
To help better manage the Leads Inbox, I would like functionality such as the following: If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible? Also, it is unclear what the difference is between the…
Automation - Assign followers based on deal values
If a deal is created or updated with Custom_Field is/contains X Then assign Pipedrive_User1 as a Deal Follower
Activities and/or notifications triggered by Inactive Days
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
A bit confused about "Email Template Person"!
Hi Guys- In the automation workflow actions, there is an action called "Send email using template"- to use this action, one must indicate a value for the field "Email Template Person". My question is: does "Email Template Person" mean to send a copy of the email to the person who created the template? or to the person who…
Allow case statement instead of just if in workflow automation
We have to duplicate and create actions which are very similar to each other. Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item. i.e. we take the same action nomatter which stage an item in a pipeline is…
Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
Request for Proposal
Hi All - Just wondering whether anyone has had any workflows / integrations with Pipedrive for a Request for Proposal system? We ask a number of suppliers for quotes and then compare them before selecting the best one for the client. Ideally we would like an automated system that incorporates with Pipedrive. Any help very…
Limited # of Fields available in Automations?
Hi, I am trying to create a workflow automation that produces an email to notify our administrative team to enter the lead's primary information, contact information and organizational information into our primary business management system when the deal passes a certain stage in our pipeline. This can't be accomplished…
Automated thank you emails
I would like to have automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I understand…
Invoicing via Pipedrive directly (connected to quotations in templates)
Hi all! I would like to invoice directly from Pipedrive. Now, I send quotations via pre-build templates. When a deal is accepted, I would like to send an invoice automatically to my customer with all products that are agreed on in the quotation. Finally, I would like to export the invoice directly to my administration…
Goedemorgen, wij willen een financieel pakket gaan kiezen en een integratie met Pipedrive zou natuur
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?…
Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automat
Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automation would you use it?
This automation creates 4 activities
Hello, I've set up an automation that allows for an activity to be created as soon as a prospect opens an email. The problem is that when a contact opens the email 4 times, it creates 4 activities. Is it possible to limit it to only creating one activity? Thank you for your help.
Email Automations: How to remove a Contact/Deal out of the automation
We currently have a handful of automations that get activated If the deal goes through a particular part of the pipeline into a specific stage. We would like to have the ability to set an automation by selecting a field in the contact details or lead details to take it off any or all automation that the deal or contact is…
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.
Automations not functioning as I'd expect
I created an automation that is set up how I understood automations to be. Essentially the configuration goes: 1: Deal Updated 2: Deal Stage has changed to (stage name) 3: Send Email 4: Create Activity (Call) 5: Instant Condition (Activity status is Done: Activity 4). 6: Delay for 1 day (skip weekends) 7: Create Activity…
I want to setup a welcome email based on a custom field
Hi, I want to setup an Auto Responder which should be triggered automatically for those new leads which has a certain word in their custom fields. Is this possible? and how? Thank you
Is it possible to get data alerts from Pipedrive to email and/or Slack?
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
Advise on JIRA Integration
Hey, Has anyone got integration to JIRA and are able to share some use cases? We are looking at options so that we can manage customer-related activities from Pipedrive in our team workflows on JIRA. Thanks Jake @Marketplace Apps @Pipedrive Integration
How to alternate person-owner in automations or automatic assignment?
We have leads that come in as contacts and we do not use the leads tab in Pipedrive. Instead, we assign person-owner when someone fills out one of our forms. We want to start alternating who gets these contacts as they come in between 2 people. We cannot figure out how to alternate these contact owners.
Date Ranges on Automations
Pipedrive automations only have due dates for automations but a date range feature is desperately needed. I have an automation rule to create new activities for my deals to indicate "Event Days" for each deal, but I need the deals to reflect the date range of the deal instead of a due date. This is important because I have…
Stop Email Sequence When Contact Responds (...workaround???)
I'd like to setup a flow so that when a deal is moved into a new deal stage, an automated email is sent (email 1, 2,). BUT, I'm looking for the advice on how to stop the sequence when there is a response from the prospect. Open to feedback on ways to do this with workflows within Pipedrive, Zapier, or combination of the…
Resend Emails to Unopened Recipients
In Campaigns, we want an option to resend the campaign after a specific number of days to the recipients who have not yet opened it, ignoring recipients who already have.

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