Automations

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…
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.
Merged: No email response - create follow up activity
This discussion has been merged.
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,…
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…
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…
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…
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!
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!
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…
How to "enable a field" so that I can add it to and 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…
Workflow Automations Run Unreliably
We've been having serious trouble with our Workflow Automations. We rely on these Automations doing their work, but sometimes they fail or just don't run and we're not even notified. Here's scenarios where this happens: A user forwards an email via Smart BCC, where one or multiple contacts do not yet exist in Pipedrive.…
How can I check if workflow automation has worked?
How can I check if workflow automation has worked? I have set up so an introduction email is sent to all newly created contacts, however I can't find a way to check an email has been sent, so I am tempted to manually send an email with the possibility of them receiving 2 identical emails.
Is there a way to SCHEDULE a single email yet?
Is there a way to SCHEDULE a single email yet?
Creating an Activity automation based on a deal
I'm to trying to create an automated activity which is based on a deal. moving from one stage of a pipeline to another. It is asking me to select a Activity Subject - what is this? Nothing on the list fits what i need. Basically i'm saying when a deal is moved from A to B, set C as an activity due to be completed in 1 day…
Change a deal stage when date is (nearly) treached
Hello, I've created a Date Custom field for my deal : "Proposal Expiration date" In my pipeline, I have these 2 stages : Proposal sent Proposal expires soon How can I automatically move a deal from "Proposal sent" to "Proposal expiration soon" when the Deal Proposal Expiration Date will be reached in less than 72 hours ?…
Prevent deal stage change until Activity is marked as DONE
Can Workflow Automations (or any other method) be used to prevent a deal being progressed to the next stage, until an activity is marked as Done? The use case is when a mortgage application is submitted I create a 'Create Suitability Report' task activity with due date 1 business day. I'm trying to ensure the Report is…
Find 3 closest products (homes) for new lead automatic follw up email
Hello Pipedrive Experts. We are selling real estate. For every new lead which we typically get as a question for some of our existing property, we would like to generate an email showing three or more similar properties nearby. We do have the list of all our properties in the Product tab. I.e. can I build an automation…
Identify current user for automations
There are sometimes situations where you don't want to know who is the owner of adeal but who made the change in question. Especially if the user makes changes that don't fit into the workflow and you want to send him a mail. Unfortunately, with an automatic, you can only access the owner of the deal, but not the person…
Automations based on Date fields
Hi Pipedrive, I can't see any date fields available within the set deal conditions. I don't need any specific logic which is looking to apply validation based on date fields but only that those fields have been completed as they are required for invoicing purposes and our commercial teams should not be able to change…
Smartdoc automation for Slack/teams/Asana
When we send a quote/proposal to a client through the PipeDrive Smartdoc feature, we should create an automation that connects with Slack/teams/Asana or other software when the client signs the quote or even create a follow-up activity. That way we'll be able to know and not miss any Signed documents. My team sends up to…
Merged: LinkedIn Messaging
This discussion has been merged.
Workflow automations with the action "send email"
Hi All! Ok so the scenario goes: I am setting up an automation - eg. if the deal is updated send an email to "XY" As I am the one setting the automation for the team, the automatic email from Pipedrive comes from my email address. Is there a way to change it? So I am not the sender? Maybe add a different, general company…
Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
Workflow automation between boards/users
Each user of the company might have restrictions on access to certain boards. If there is an opportunity to create automation between the boards, the done project on one board (user) would be moved to another board (user) to start working on the next part of the project. This automation promotes better and faster…
(Closed) Looking for Beta Testers for the new Automation List View
EDIT: This research has ended, thank you for your participation! Hey Everyone! 👋 My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature. Today I'm looking for volunteers to test our new and improved list view. What has changed? The “created by other” tab no longer exists for admin users All…
Travel company
Hello, any travel company/agency, tour operator here in the Canadian Pipedrive community. If so would love to connect and share how we integrate Pipedrive within our workflows.
Do I need to delete tasks after moving to another step?
Hello pros!!! I have a doubt about how to deal with tasks in automation. Example below. New deal creates 3 tasks: 1- Phone call 1 (same day) 2- Phone call 2 (same day, in case 1 unsuccessful) 3- Phone call 3 (1 day later) Then, in case the contact was successful in step 1, the other 2 steps should be deleted, correct? We…
Automated Email Campaigns - Sending different emails with a base deal stage
Hi All, We have a requirement to send out multiple emails to clients with specific email template content. The requirement is as below We have created a deal stage "First Contact" where we will move the clients we have contacted. Basis this deal stage, we want to send out emails to the client as below For e.g. Client was…

Automations

Discussion List