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Campaign emails - follow up tracking automation
Is there a way to create a workflow to notify the sales team when a campaign email link has been clicked - i.e. to add a note or trigger a follow up action required say sending an email
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What is the easiest way to automate a deal moving to a different deal stage based on an email reply
Hi I have a four-email sequence automation that gets initiated when I move a deal into a specific deal stage. What I would like to achieve is to have the deal move to a different deal stage if/when I receive an email reply (from the contact associated with the deal) for any of the four emails in the automation. Is there…
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Workflow Automation - "Send email using template" - Use current user email
I have several automations with "Triggered by any user" enabled. This automations send an email with the "Send email using template". No matter who triggers the automation, the email is always sent with my email (always uses the email of the user who created the automation). I would like that the emails were sent using the…
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Will Pipedrive automation be triggered by a spreadsheet import?
I have about 500 leads and would like to apply the automation feature of Pipedrive to create deals then move it into a new stage but would need to import it to the Pipeline through a spreadsheet. Will that trigger the automation or only manually added deals can trigger it?
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Setting due date for an activity +7 days after a custom date
Hi! I have been searching for an answer here and in the knowledge base, and it seems that it is not possible to do what I need, but I would love some confirmation: I have a deal with a five-stage funnel and a custom date field called "end date". I want to create a new activity triggered by advancing the funnel from the 4th…
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Delete Activity when Deal is Lost/Deleted
This seems to be a very logical workflow. When a deal is deleted, you no longer need the associated activity. Is there a way to delete the activity of a deleted deal? (Without using Zapier)
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Automatic saving of activities
Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done? Well I have and quite many times. It is also quite annoying that you can't save the…
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Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
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Anyone else having trouble with Automations based on Deal Lost Reasons?
I would like to be able to trigger actions based on what Lost/Closed reason I select when marking a deal Lost. It seems the "Lost reasons" are disconnected with the rest of the Data Fields and not available in the same manner, as in you cannot select this field for use and then be displayed a dropdown list like other multi…
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Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…
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Automations Webinar outstanding answers - 29th of March 2023
Thank you so much again for attending the webinar last week! Your feedback is crucial so that we improve and offer the best product for all of you. As promised during the webinar, posting the answers to questions that we did not have time to take in live. Can I set up an automation to delete activities that are incomplete,…
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Why can't I bulk edit Activities in a People list? Why do I have to waste time creating a spreadshee
Why doesn't the option exist for me to bulk add Activities to checked records in the People list? Seems that this is a basic functionality of a CRM, yet the bulk edit only allows you to change basic information in records. Instead of being able to check those people off and create an Activity for them (e.g. "Sent card"…
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automatic emails in projects
As with deals having all emails from the team and the client be logged to the project automatically [we use the spark email app for our day-to-day emails] would be fantastic currently, it needs to be done on the project page and only shows up if it has been sent from the project to the client and the client replies
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New: Email reply/link click automations
Hello! Quick Automations PRO tip! 🤖 You can further automate your email engagement processes by checking if an email sent from Automations feature has been replied / link clicked after some time has passed. Example Every time a deal is created, send an email, if email s not replied after a week, send a follow up email…
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Workflow Automation: Teams notification when a note is created
We have been using Pipedrive integrated with Slack for more than a year. We are migrating to Teams and replaced most of the existing Slack notifications. There is a remaining gap that we cannot configure. The requirement is : Every time a note is created, send a message to Microsoft Teams channel We like the Workflow…
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How to automate sending an NDA for esignature
When an activity is added with "Send NDA" in the subject line, an NDA should be sent to the contact for eSignature. I can't find a way to create an automation, webhook or API call to work with documents. What am I missing? If anyone can direct me to a work around, I'd greatly appreciate it. Right now I go to the contact…
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Automations getting even better: email conditions, new templates, and much more!
Hei, Pipedrivers! We’re working hard to improve our Automations feature with new functionalities to help you save time and close more deals, faster. What’s new? We’re excited to share with you all the updates we’ve recently released to Automations: Sequences based on email conditions – Create automated sequences based on…
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How to automate Klenty replies to new deal in pipedrive?
Has anybody had success creating a workflow automation where anytime there is a positive reply to a cadence, it automatically creates a new deal in pipedrive with that respective prospect? There is some optionality on zapier, but it doesn't properly find "replies". Instead, I get the below test results whenever it tries to…
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Is it possible for an automation to create an activity in a variable number of days based on history
I wanted to make an automation that schedules a call if I made a call and it was not answered. However, I want to make it variable so that if I had called the contact twice already in the last week then the activity is scheduled for a week from today but if I hadn't called the contact at all this week then the activity is…
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Sync product usage insights to Pipedrive with the new ProductSync integration
If you're a software/SaaS company, knowing how actively freemium or trial users engage with the product is key for qualifying leads. But as our research shows, this data is usually not easily accessible to the salespeople. Another tab needs need to be open to see product usage -- if the data is accessible at all. Enter…
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View/change owner of workflow automation
It wold be very useful if you could change the owner of workflow automation so that the new owner could edit it. And also the option to view a workflow automation made by other users.
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Merged: No email response - create follow up activity
This discussion has been merged.
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How to export Pipedrive data into different files separated by managers?
Hi there! I want to automatically export data from Pipedrive and create online files separated by sales managers. The data in those files should refresh daily. These files could be in the form of a Google Sheets or Excel online file. Does anyone know of any tools or solutions for this task? We have over 50 sales managers,…
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Workflow Automation: How to create Geographical query?
We are selling homes. Most of our new leads will typically ask questions about a specific home. I would like to create new workflow automation which will send to each such new client contact a follow up email with three closest properties in the similar category - price, property type etc. How do I create such geographical…
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What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
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Pre-qualification pipeline
What would be your thoughts on using a pipeline to pre-qualify leads? Pre-qualification would include: * Validate contact information * Validate that the service request match the company offering * Location (covered area) * Urgency When leads does not qualify a reason would be provided. When leads does qualify, a workflow…
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Mutliple LABELS
Is there a way to put multiple lables on a project? We are currently using labels to track and report on projects based on product manufacturer, but sometimes there are multiple manufacturers on a project. Thanks in advance!
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Filters in workflows
Hi everyone, it would be nice to add filters in workflows. I am really passionate about testing and experimenting with them. This leads to the state, where I have to scroll down a lot, until I find the one I need. Active and inactive filters would be a nice touch, that will make it more searchable. Thanks!
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Enabling feature to use in Workflow Automation
I am attempting to create an automation that when a Deal is generated, certain people will be linked to the Deal (Participants). As it is now, I have to manually search and add the same individuals over and over. However, under Person in the Action step shows "Link person to a project" is greyed out. It notes that I need…