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Updates that ROCK
I just wanted to reach out to the Pipedrive team and say THANK YOU for the update that has removed the "Load More" from your workflow automation screens. Now all of your workflows are visible when you open the page. This is was a HUGE quality of user experience upgrade. Thank you, Matthew
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Is it possible to get the time without timezone specification in custom deals fields autofilled?
We are trying to automate a meeting reminder e-mail with the time and date in an e-mail template. The way I tried to do it was when an activity (for this meeting) is created in a deal a custom deal field (time) will autofill the expiration time for that activity. Based on this field being populated an e-mail will be send.…
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A way to completely turn off the follower feature
Every time a deal is reassigned to a new user the old user stays as a follower. To put this simply, we want all deals private to only the owner. With the follower feature... that is not possible. We also have the permission "See all items of other users they are following" toggled off, but that doesn't help. Users can…
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SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
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Campaigns & Workflow Automation Compatibility
Hello! I am currently transitioning into Campaigns and wanted to raise this for discussion to see if it is either in the roadmap or can be added in the future. Right now, I am using Mailigen, which is being shut down in the next two months, so this is a rather time-sensitive concern. We are moving to Campaigns specifically…
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Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
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Is it possible to automate creating a new deal when a product is added to an existing deal?
Hello all! I hope I can explain this well. In our company, we want to use 2 connected pipelines to track 2 different procedures. The first will keep track of a prospective client, up until we propose some real estate assets (imported to Pipedrive as products) to them and the second will keep track of each proposal/deal…
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How to connect an activity with deal, when it was triggered by updating a contact datafield
Dear PD-Community, I want to build an WFA, which is triggered by updating a certain contact datafield and creates an activity. The problem ist the activity can't be connected to the deal of the contact in which the datatfield was updated. Does someone have an idea? Kind regards Julian
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How is the maximum WFA ammount added up and distributed?
Dear PD-Community, Our company is using the Enterprise Model, so we can have 60 WFAs per Account. As we have 12 accounts thats adds up to 720 WFAs. My question is wether the maximum of 60 WFAs is per Account, so I can't have 61 WFAs in one account or if the WFAs are added up however they are distributed to the different…
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Acción posterior automatizada, luego de apertura de email por parte del cliente
Me gustaría que haya una automatización, en la cual el ACTIVADOR sea la apertura de un email previamente enviado al cliente. Gracias.
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Trigger Email Automation only first time project (deal) is moved to a phase
I would like to send an email when a deal or project is moved to a phase for the first time. Based on my workflow, however, it may be that the deal or project gets moved out of that phase and back into it later on - maybe many times. Is it possible to trigger the email automation only the first time a deal or project gets…
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Create your own WFA template to share with your colleagues
Hey Community, is there the possibility of creating your own WFA-templates so you can share them with your company? As I am responsible for PD in my team, I want my teammembers to have easy access to WFAs without having to build them by themselves and needing my help a lot more, instead of just using the template in the…
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Email Sequencing after sending a quotation
I am looking for suggestions on the best integration I should use for email sequencing. Customers reach out to us for quotations, and after we send out our initial emails, I want to put them into an email automation campaign that drips emails from the salesperson's personal email until they reply. I've looked at a couple…
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Automation based on whether an activity is overdue
I'm trying to set up an automation workflow that will trigger when an activity is overdue by 1 week. Is that possible without paying a 3rd party such as Zapier? Are there already workarounds in place? Specifically, we'd like to delete or "mark as done" activities that are more than 1 week overdue, but there are lots of…
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New: Workflow Automation Delay Feature ⏱
What? We are publicly releasing the very popular delay step in WA. This allows users to automate sequences with time delays such as: * Every time a Lead receives a tag, send an email, delay 3 days, send another email, delay, etc. * Every time a deal is moved to Stage 'Contact made', create an activity, delay 7 days, if the…
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Automation hook to create follow up task to non-responded email
It would be great if it was possible to create an automation (or use any other feature) such that when I send an email through Pipedrive, if the contact doesn't respond within X days, it will create an open activity that will prompt me to follow up with the non-responsive prospect Or thinking more expansively, a way to…
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Workflow: Add attachment from deal to mail
Hi, we have modeled a deal workflow where in the last step of the pipeline an email is sent to the customer. In a step before, we add an attachment to the deal in pipedrive by an external service, let's say "abc.pdf". Every file is unique for a deal, as it is generated based on different input. In the last step of the…
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Is there a way to setup an automation which pulls the organisation label through as the deal label o
Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?
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Note Template Workflow
Is it possible to create a workflow automation that will insert a note template when I write a keyword in a new note. For example, I would like a list of questions to appear that I want to make sure to ask in a discovery call when I write the word "discovery" in a new note.
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Automation: Change stage of a deal to the former one
Hello, community. I'm trying to set up an automation that automatically changes the stage of a deal to the former one. * Here's the initial situation: • A deal will manually be moved from stage 1 of phase 1 into stage 5 of phase 1. • An open activity will be automatically set up that is connected with that deal. * Now I…
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Assigning Qualified leads to AE/CSE and having them notified about it.
Hello, I tried to set up the option to assign qualified leads to Account EX or CSE and get them notified about it, but I could not find it. And it is urgently needed but not possible. Especially when you have various people working on generating and qualifying Leads like Lead Generation Teams & DDE Teams ,then want to…
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Workflow Automation Limits the Number of Emails we can Send
Just spoke with someone from PD´s team after we realized that a lot of our automated emails weren’t triggering. The explanation is that there is a rate limit set up now which prevents using the workflow automation to send multiple emails. We’d send from 20-100 at a time when moving deals down the pipeline. In the end, we’d…
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Expected close date automation
Hi is it possible do automatically move the expected close date e.g. 14 days if the closing date is passed? It would make sure we have no old date (often the closing date is nothing we can do about)
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Workflow automation: Delete open tasks or activities when Deal stage changes
Hi all, I was wondering if there is any option to "delete" open tasks from a workflow automation after moving a deal in the pipeline? * Ex: Inbound deals are in a "New" stage in my pipeline > a workflow plan 6 tasks on the next 10 days for this deal. * Expected > I made the 1st task and get a response from my prospect and…
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Email Automation - email to be sent from user email
Hi there, We would like to create a Sales Team Email Automation that; - if the team members moves a deal in the pipeline - it sends an email from that users email At the moment, we can only do these two things; - Create a worklow in admin that triggers for all users, but comes from admin email or - Create these same…
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Translation Mistake: Workflow Automation Condition for Text Field
Greetings, This is a follow-up on my previous report about Workflow Automation. There has been some updates on workflow automation, and we still have awkward translations. This is what we see in English version when we're working with a custom field with text type. This is Korean version of the same page. Out of the above…
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Translation Mistake: Present Tense and Past Tense in Workflow Automation Condition
Greetings, I'm reporting a Korean translation issue in Workflow Automation. This is what I see when I tried to make an workflow automation that a deal is updated from one stage to another. You can see that the Deal stage field can have these conditions: * is * is not * is empty * is not empty * was * was not * was empty *…
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Automation to move deal to next stage after email send
I'm looking to make an automation that would make the deals move forward in the pipeline when we send an email to the person linked to the deal, is that possible? Workflow would look like this: 1. We send an email to person A linked to the deal (automated or manually sent email) 2. Deal moves in pipeline from stage B to C…