Automations

How to automatically complete an 'Email' activity by sending an email
Suppose that I have an 'email' activity linked to a deal. Once I send an email, this email is automatically linked to this deal through email sync or smart-bcc. I'd like to know whether such an automation can apply to an email activity as well. Right now, I have to mark each email activity as done one-by-one, which is…
Any third-party tools to make follow up email automations be linked to the original email?
I recently set up email automation to automatically send out follow-up emails as I move my deals through the stages of my pipeline. However, I would like these emails to be connected to the original email I sent out (in the same email thread) as I've experienced that my reply rates improved then. I checked with the…
Drip campaign emails
We moved to Pipedrive to have everything in one place. We upgraded to use the workflow/automations function. I simply want to be able to send emails to nurture warm leads (or cold leads), which we have to call deals with Pipedrive (confusing), and send emails on a schedule... like 1, 3, 5, 10 days, etc. I was excited…
Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
Create Deal (Lead) from email
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
Extract email tracking data
Hello all :) We have setup an email automation for hundreds of contacts, and I would like to extract "Email tracking" data with an API, in order to create notifications for my sales people to call the prospects that have opened the email multiple times. I was going through the API documentation…
Automation for user interaction, when changing deal phase
Hi all, I want to build the following automation: When I switch a deal from phase "cold call" into "interessted" some custom field should be filled by the user. Is it possible to start some kind of Pop up, where the relevant data fields are shown and the user can fill them with data for example a data or something els?…
Pricing Validation
It would be nice if it were possible through automation to validate whether a price defined in a negotiation has an acceptable value, for example, in my product the price is 2.00 but in the negotiation the price was 1.00 but my sales team should not apply a value lower than that registered on the product. Through…
Can anyone please provide me with some useful automation's,
Can anyone please provide me with some useful automation ideas based on deals and organisations please? Ideally that don'r require a 3rd party integrator? Many thanks!
How do we auto-generate leads from campaigns?
We send out a lot of email to our lists, but can see no way to set up rules to create a lead if a certain number of opens or clicks are met. Pipedrive advertises "marketing automation", but there appear to be no tools to actually automate a simple process of contacting and qualifying a lead from a campaign. I've searched…
Having Trouble With Lead Automation
Hi Everyone, I'm trying to set up an automation for my team. In its current state, after a lead is pushed into Pipedrive, we have an activity automatically created for the assignee to contact the lead. What I'm trying to do is set up another activity to contact the lead again after 1 day if the lead is still a lead and not…
Export Automation History
I've set up an automation that creates a note when the expected close date has changed. We want to track what deals are slipping. The next step for us is to be able to visualize this. How can we export a list of notes that only contain this information?
Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
Can I have 2 instant conditions that are different
Context: I'm using automations to send a thread of 3 emails when a user is created. however, there are a couple of things that should happen in between emails. step 1. user is created --> send email template 1 1.1 user answers email --> create lead - stops emails Step 2. user doesn't answer email #1 --> wait 3 days and…
Workflow automation - Creating activity
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
Email rotten deals
Is there a way to set up an automated email to send the customer chasing it up. For example, a deal hits 14 days and becomes rotten an email through Pipedrive or a plugin then email the customers asking if this deal is still active or for an update.
How to trigger lead label update when meeting is booked in Calendar
Hello all So my desired workflow is as as follows: Customer completes leads form with qualifying questions (using pipedrive web forms) The system will create a contact and a lead If the customer answers does not qualify, the system will send a "Dear John" letter, and will archive the lead If the customer answers do…
Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
How can I create a custom trigger in Pipedrive to trigger automations?
I would like to create a custom trigger which would then send emails various timelines once a parcel is delivered to a contact. How do I do this?
Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
Automations and Docuements
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
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.
Workflow is not creating the activity in the lead
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
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…
TIMELINES.AI AND OTHER INTEGRATION
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in the agreement. You can send automatic whatsapp messages to customers who apply to you and increase your sales. My company, which made 70 won…
Merged: Workflows to have CONDITIONAL workflows (avoid multiple workflows)
This discussion has been merged.
How to trigger workflow when meeting is booked in Calendar
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
How to connect LinkedIn to Pipedrive and streamline your sales process
Yesterday, I felt inspired to write this article about LinkedIn + Pipedrive automations. https://www.bardeen.ai/posts/linkedin-pipedrive I've highlighted the common workflows and apps that help you sync contacts and companies directly LinkedIn. Hope this is helpful! If you have a cool use case or app that I didn't cover,…

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