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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…
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Controlling Stage gates for review and approval
Hi is there a way can use Pipedrive and automation that for a deal to move from Needs Analysis to Proposal and Proposal to Negotiation it will need review and approval from certain parties and only when all the check boxes are completed it can be moved. To make this clearer is also that its controlled by permissions so…
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adding a removal of data option to the predefined actions in the workflow automations
Would love to have the option to remove data from a 'dates' field and leave blank as part of a workflow automation action to 'update deal field'. The predefined options only have selections to change the date or alter the data. Add in some more generic and basic options that are usable on any type of data field.
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Integrate Notion and Pipedrive - advice needed
Hi, I would like to trigger a Workflow Automation in Pipedrive based on a change to a database in Notion. Automate.io can do this, but since being acquired by Notion they are no longer accepting sign-ups. Zapier only allows triggers from Notion on a new Database entry, not a change to an existing DB. Does anyone have other…
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Say Goodbye To Manual Linking Calendar Sync Activities!
What if I told you that the activity on the screenshot below came in through my Google Calendar Sync and Contact Person/Organisation/Deal were automatically linked to it without any manual input whatsoever? Hard to believe, right? But its 100% true - promised! Contact me under yannik.sommer@pd-experts.com to find out how…
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(CLOSED) Automation - We're looking to improve our workflow list view and your feedback is essential
Hi everyone! 👋 My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature. Currently we are working towards improving our list view solution and would like to interview a verified partner/reseller. Do your clients have a lot of workflows and have trouble keeping track of them all? We'd love to…
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Help: I'm Tired of Errors in Sales Quotes and Long Lead Times
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
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Send Emails Using Workflow Automation
If I have set up an email workflow automation for following up my leads, is it possible to share the email template with my colleague so that I can send the emails based on the workflow rule? Is it possible to set up the workflow automation on my behalf of my colleague and send the emails on behalf of my colleague as well?
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is it possible to set an activity to be triggered x days before a date created in custom fields? an
is it possible to set an activity to be triggered x days before a date created in custom fields? an example would be I have a home purchase closing on September 25th, and I would like to set up my workflow to create a follow-up activity automatically 5 days before the close date on all purchases. this would be amazing!
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Email Sync: Is Automatic Contact Person Creation Supposed to Happen ?
This is s super simple question: I'd like everyone the sales team engages either inbound or outbound to become a contact person in Pipedrive. Doesn't this happen automatically when using Email Sync? If not, can you use the workflow automation feature to force it? If not, do you need to use Zapier's email parser? Thanks!
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Email Options when building an automated workflow
Hello, I am building some customer satisfaction workflows for our services. I have built the workflow to share a link to an NPS survey with our clients. Inside of our engagements we have the organization and the "Owner" contact associated with the deal. However in a lot of our engagements with our clients we have many…