Automations

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.
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…
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…
(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…
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…
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?
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!
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!
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…
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
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.…
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…
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…
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…
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?
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…
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
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…
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.
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…
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…
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…
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…
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…
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…
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…
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?
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.
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…
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…

Automations

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