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(CLOSED) Automation activity and email sequences testing
Hey everyone! I'm Nuno from Pipedrive's product team. We're starting to work on a new capability for Workflow Automation that will add the possibility to set up interactive activity and email sequences, so that you can create playbooks and drip campaigns, and be even more efficient! If you are interested to test an initial…
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How to trigger an activity when a client email is received?
Hi! is there a way to trigger an activity when we get a response from a client? We want to make it as an automation, and we thought of "email count", but we couldn't know if email count includes the number of emails received or only the ones sent. Does anyone have a different idea, or an idea about email count? Thanks!
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WIX to Pipedrive automation
Hi there, I have a website using Wix and the main purpose of that website is to get the customer to apply for a service by filling out a form and push send… simple ☺️ What is the best way to automatically generate a deal in Pipedrive, using this implemented data? I have tried using Zapier, but not been successful… but…
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Automation linked to opened mails and clicked links
Automation linked to opened mails and clicked links
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email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
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Do you use any Cold Calling apps that are integrated with Pipedrive?
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
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Automation: trigger when email arrives.
With one my clients, I'm trying to solve this problem. This is the workflow: * when ad email arrives, the operator create manually contact and deal I want that: when second email arrives (from the same contact), I have to move the deal to another stage. I've created a workflow based on: * trigger = deal updated * condition…
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Workflow Automation > 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…
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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Exporting Org, Contact and Deal data into Excel
I know we can export Deal data into Excel, but I am looking to export the Organization name, Contact for the Deal and the Deal data into 1 consolidated Excel spreadsheet. Getting Notes into the spreadsheet would be a plus. Is there anyway to do this currently?
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Make 'FOLLOW-UP ACTIVITY POP-UP' stage based
Just like in this image
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New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
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Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
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Sorting of workflow automations
Hi, I would like a drag and drop function to sort the automations so I can put them in different order than creation order. Now it will be placed in order after create date.
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Automation conditions should include deal value
I would like to be able to add an automation condition that would filter deals based on their value. For instance, all deals that won and above 5000$ would send out an email to accounting requesting a deposit and confirmation before the order is started.
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Creating a recurring project
We have some projects that are "service contracts". The customer wants some work to be repeated at set intervals, e.g. every 6 months or every 12 months. I want to automate this handling in the project board: If the "start date" of a project is less than 1 month from current date, move the project to project phase "soon to…
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Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
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Reopen lost deal after 3 months
hi, I would like to create an automatation that reopens a lost deal with a specific lost reason after a certain amount of time - is that doable and can somebody help me with how I do this? Workflow: A salesperson marks a deal as lost til the relevant lost reason --> The deal is removed from the pipeline --> After 3 months,…
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Campaigns by Pipedrive and Workflow Automations
Workflow automations still cannot be created based on recipient activity. I was able to use WF automations to create an activity each time someone opened/clicked in an email with Mailigen, sadly this is not the case with Campaigns. I have noticed that this was enquired about a while ago but there is still no solution.…
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Create automated mails also in foreign accounts
As an admin, I would like to be able to create automations that are sent from other people's mail accounts. Of course this is a bit tricky for privacy reasons. Currently I have to have one or more meetings with each person so we build the automation together. So one way this could be done differently would be the…
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Prices of products
Hi everybody! I have recently started using product feature and find it really good for the calculation and input of the deal value. We are selling solid wood panels for a furniture industry. The thing is that price of one m3 of the same product may differ very much for each customer, depending on different factors. I…
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Activity Automation based on formula
I am looking to create automation for follow-ups on deals I have won. For example, if the maturity date of their deal expires on December 15, 2023. I would like to create an automation that creates an activity to contact the client 180 days before the expiry date. Is this possible, if not, any suggestions on what to do to…
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Workflow automation search suggestion
I think there could be an improvement in the workflow search. Once you've performed a search, there is no indication of the search criteria. The only indication that you have searched is that there is (hopefully) a short list, and a "clear all filters" link. I initially didn't even realise that the link was related to the…
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Asking for advice: Hubspot<>Pipedrive Integration issues
Currently working on HubSpot and Pipedrive integration, but I've encountered several issues when it comes to lead routing: only the organization and deal objects are being created, but not the person associated. Also 2-way sync is limited only to fields that are "free-text" type, so I was suggested to clone fields that are…
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Include a new condition in automation workflow : if "label" is empty
Automation workflow does not allow to select "if contact label is empty" as a condition. We can only select "if label became, if label is, if label changed"
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Stopping Automated Sequence When a Prospect Responds
We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work. One thing I'm hung up on is ending a auto-sequence if someone responds. For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more). I want one of the…
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Workflow Automation --> Remove Product from Deal
In case for return customers, I'm trying to have them thrown into a new sales funnel pipeline after their purchase. In this case, the deal would need to have the product removed so that they can start fresh, and a new product can be added when the time comes.
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Automatically send email based on deal close date
Is there a way to add a automation that will automatically send an email OR add an activity based on the expected deal closing date getting closer? It would be nice for me to have an email activity added, or an template email sent, a few days prior to expected closing date. Maybe I am missing this but I cannot seem to find…