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Merged: Workflows to have CONDITIONAL workflows (avoid multiple workflows)
This discussion has been merged.
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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…
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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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Create new lead when clicking link in campaign
Hello Pipedrive members, I am testing with campaigns at the moment, so it could be that this question is already asked in the past but i can't find a solution. I was wondering if it is possible to make an automation for creating a lead in the lead inbox when a subscribed contact clicks on one of ours links in the…
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sync org and contacts owner upon changes
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization? Automation doesn't support that AFAIK thanks
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New feature: Shared automations 🤖
Admin users can save time and trouble by sharing and setting up automations for other users directly. This feature is rolling out throughout August 2023, and will be available to all companies on the Advanced plan or higher. You can find out all about it from our Knowledge Base article here.
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Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
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Follow Up Emails - Same Email Thread
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
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Best email templates to use?
Hi all, When sending out Automation email campaigns, is it best to use an email templates that you can create in the contacts section or a campaign template or create a campaign from the Automated campaigns section, or indeed directly within the Automation section? It's very confusing!
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Send Email Attachments to Google Drive
Hi, Our business focuses on creating custom designs based on the inspiration customers send to us. So this often leads to lots of attachments. We want to be able to send these attachments to a specific folder, unique to each customer. The way we have set this up is that each customer (once they've converted) gets a unique…
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Document Mail Merge
Hi All, We run a 'mail merge' from Pipedrive that output a series of 'fields' into a Word document. Recently this has taken an age (36 hours yesterday !). Has anybody else out there experienced a similar issue and able to offer a potential solution please ? Regards, CL
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Signed contract should be a automation trigger
Hi! This post is right! https://community.pipedrive.com/discussion/11921/signed-contract-should-be-a-trigger-for-automations There are so many applications I would this trigger for. Hope it gets added soon! Best, Team Acady
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How to Import & continusouly synchronize list of product from website?
Hello Pipedrive Experts, We are a real estate agency and I am looking for process how to regulary updtate/synchronize Pipedrive products from our wordpress website (https://worldluxuryrealty.com) I.e. we are creating new products / i.e. listings / directly on our website and also regulary updating existing one - price…
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Create a new activity when all activities of a type is marked done
We are trying to hand over processes between employees, or give tasks when certain critieria is met. I would for instance like to do the following A deal wil have Task A, B, C of type X When all tasks have been marked done I would like to create Task D,E,F of type X When all tasks have been marked done I would like to…
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Emailing third parties using an automation
Hi, How can I set up an automation that emails a third party to request a quote ? I want the email to be within the deal so all the information is contained within the deal and pipeline. All I can see to do it to set up a task by automation, set up the template, but the recipient has to be manually inputted and then send…
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Extended Delay Duration Limit for Automation
It would be greatly appreciated if the maximum duration limit for automation delays could be extended. The current limit (3 months) may not always accommodate the real-world timing of certain business processes. An increased delay limit would provide users with greater flexibility to align the system with their specific…
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Copy automation and make a few changes
Setting up automations for first time. I have the first working well, but I need quite a few more that are going to be very similar but just a different workflow for a different type of deal. How can I make a copy of the first and then just make the changes to conditions and activities that I need.
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Automations - automated email
Hi! I have a question: when I set up automated emails through workflow automation: people who see these emails see the sender name like my email: firstname.lastname@company.name Can I change it somehow that it looks like my name: Name + Last Name? Very often these emails are also marked as spam .. Thanks! Marcelina
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Building URL Links with Fields as variable - breaks with whitespace
Using the Organization Name I want to add a link to a custom field: Unfortunately that doesn't work when the Organization name contains a whitespace https://www.linkedin.com/sales/search/people?query=(spellCorrectionEnabled%3Atrue%2Ckeywords%3A$ORGANIZATION NAME)
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WHATSAPP TO PIPE
Quando vamos ter uma extensão nativa de Whatsapp para o Pipe? Aquele Pipechat além de ser pago é horrível. O mercado brasileiro necessita disso. Ajudem a promover a ideia PIPERS!
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Identity & Income Verification in Pipedrive - Seeking Your Feedback
Hello Pipedrive Community, We're thrilled to introduce a new addition to Pipedrive integrations - RapidVerify. This powerful feature now allows you to natively generate income and identity verification requests directly within Pipedrive. To better tailor our tools to your needs, we're eager to hear your thoughts on this…
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Identity Verification in Pipedrive
Hi there! I have been working with some businesses who need Identity Verification (E.g. passport, drivers licence) to be performed on their 'customers'. E.g. Crowd Funding platforms. Can't see any add-ons in the Pipedrive Marketplace that help with this, but it would seem to make a lot of sense? Does anyone else need…
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Include Activity Note field in automation
I enjoy much the Pipedrive automation that users within my company get an 'automated email' when an activity has been assigned to them, it is a very useful feature. If you can only add the 'Activity Note' field as an available field to add to an automation, would really help out. See the picture below, I can include only…
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Automation button
I would really like an automation button in a deal or on a deal card. When I click the button it will trigger an automation or a predefined action that I assign to a button. e.g. the automation could be to send an email to a contact person, and it only triggers when I click the button. This a feature in Zoho and Keap
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Link a person to a deal automatically
I've created workflows which create an Organisation when a Contact is created (this is coming from Mailshake via Zapier). I also have a workflow that creates a Deal when an Organisation is created. So the flow is currently - contact is created > organisation is created > deal is created. This all works fine, but for some…
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Automation error "Evaluation expired"
I'm creating an automation for sending subsequent emails to unresponsive leads, triggered initially by a change in deal status and using the "wait for condition" module to send in total 3 emails. In practice, the time between each email will be several weeks but for testing I'm using 2 minutes. Automation: 1 Trigger: Deal…
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CRM Developer
I can quickly and effectively set up the sales process setup that you have planned according to your company. I can control CRM tracking, increase your sales and support your sales process with automations. You can contact me via my e-mail address or via whatsapp for a price quote. @--yakupinac17@gmail.com…
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Projects & Zapier integration
As Projects becomes more robust and we utilize more, this would save us even more time!
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Invoice Integration - Creating Recurring Invoices (Quickbooks PipeDrive Integration)
Hey there, I want to emphasize a critical feature request that needs implementing. We need recurring invoicing integration ASAP with the Quickbooks PipDrive integration! Here's why it's absolutely necessary: Current invoice integration is useless for larger businesses: Currently, we can't set up recurring invoices through…
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Dynamic sent from email address
A field should be made available where users can set the "sent from" email address during the setup of an email template. Particularly when the email template is part of a workflow automation - the email must be sent, for example, from the deal owners email address. It seems counter intuitive to have to create duplicate…