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Automated meeting reminder for clients prior to meeting they booked with Pipedrive's Scheduler
Does anyone know if it's possible to set up a workflow automation, so when a client books a meeting they are reminded 1hr prior to meeting? It doesn't seem possible through Pipedrive itself as strangely enough scheduler Pipedrive's appointment calendar isn't a trigger. I've tried it through Zapier but just cant seem to…
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Automation: Change Deal `status` based on the Person's field value
Hi! I would like to set Deal's status to "Lost" if a Person 'county' (custom field) is not a specific value. In pseudocode: if deal.person.county != "foo" then deal.status = 'lost' I tried doing this in Automations but I couldn't find a way to filter on Person.status if I start with a 'Deal Created' trigger. And if I start…
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Project Automations
Hi there, We are a wedding business, couples book their weddings with us through Acuity. I already have a Zap that converts the Deal to 'won' as soon as they book. However I want to be able then to manage their booking all the way through their wedding journey inside Pipedrive using projects. I am looking for a way that…
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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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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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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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E-mail Scheduler and Multiple people booking the same time slot in calendar
The e-mail scheduler feature - to choose a time when the e-mail is going to be sent, would be very helpful. This is for replying to one-off prospects from campaign but abiding to their timezone. The second feature i would like to use for scheduling webinars where multiple people need to click and schedule the same time…
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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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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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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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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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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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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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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.