Automations

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…
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…
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…
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…
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.
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
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)
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!
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…
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…
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…
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
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…
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…
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…
Projects & Zapier integration
As Projects becomes more robust and we utilize more, this would save us even more time!
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…
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…
Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in t
Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in the same stage for 30 days?
Automation + Marketing Status
Is there a way to create automation to send out an email or set of emails when someone subscribes to our marketing? And can we Create Automation to change the marketing status to Subscribed through a website form?
Issue with transferring data from Deal to Project - multiple option field type
I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options). When the workflow triggers, the Project is created, but only some of the custom data field…
Adding months to the Automation for lost deals
Please add months to the automation for lost deals. At the moment I only can send a mail for 90 days after a deal is lost. It would be great upgrade this to 6 months. This more realistic in B2B cases.
Automation - WhatsApp business
Greetings to the Pipedrive community, I would like to send an acquisition SMS or message via WhatsApp Business based on the terms and conditions. Does anyone have a good experience with this? Alternatively what integration, app do you use for this? It's been my experience that not everyone responds well to emails,…
Real-time notifications of website visitors in PD databaseMy understanding is that website visitor
My understanding is that website visitor notifications only happen on a weekly basis. It would be outstanding if there were real-time notifications (push on the app or email) for website visitors who are already entered as Contacts/Leads in our database. Progressive improvement would also be very appreciative. Meaning,…
Adding products of a deal to automated e-mail
Hi all, Whenever our sales team creates a deal in pipedrive they have to select the products/amounts they have sold. Once the deal is won we have an automated workflow in which there is a mail sent to our distribution center. Currently, the sales team has to write down the products they have sold in a customized field…
Activity update trigger - How to create a condition based on the Label?
Hello everyone, I want to create an activity and send an email when a activity is marked done. ok that's easy. But what I want overall, is to create an activity AND send a specific template email for the Activity based on the Organization Label linked to this activity (Using my own labels) So let's say, an activity is…
Automation feature: edit
Hello! I'd like to have the possibility to edit the automations created by my colleagues and that they would be able to edit my automations. Something like the email templates: private or shared. Thanks!
Using Zapier to Automatically Update Lead Labels?
Pipedrive community - I'm having some trouble creating zapier flows (zaps) to update a lead by changing / adding a label in Pipedrive. Do you have to set a task in Zapier to find the lead first before updating it? Also - how many fields need to be filled out in Zapier to find the right lead an update it? Here's what I have…
Create automatic activities in relation to once created
I want to be able to set an activity for a meeting and have pipedrive automatically create a second activity following the first one for admin time. Automations currently don't allow this to work.
Auto fill fields from an activity date and time
To help with streamlining processes I want to see Pipedrive implement an autofill feature. When an activity is created whether manually or from an automation. I want it to be able to fill out specific fields i.e. date and time. pulling the data from the activity. Then we can send out auto generated email such as…

Automations

Discussion List