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Email Tracking automated Follow up
Hi! I'm looking to build a workflow that sends an email every time a lead is created —> delay 2 days —> check if they opened the first email ——> IF yes then stop. ——> If not send a second email Is that possible? Thank you!
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Update Lead Value WIth Workflow
I need to update the lead value field using a custom field from the person object. For some reason though the lead value only gives me the option to set a specific value when creating a workflow. Is there a solution for this?
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Changing name of stage, will that mess with automation?
The title covers my question mostly. I want to change my stage names in my pipeline, but I was wondering if that means I will need to go in and update all of my automations I have set that include triggers based on stage.
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Please add a way to bulk edit Organization's related companies
We would very much benefit from a way to be able to set this so that multiple medical facilities in a given region could be attributed to one welfare area. I grant you this would've been excellent to have carefully planned from the beginning, but with all the bulk editing possible, I feel like this would be a little extra…
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Feature Request Workflow Condition
currently you can't create a workflow condition like deal "contains product" or "product is". We would like to initialize some custom fields when a product is added to a deal. This would really be next level for us. Looking forward to hear from you. Cheers Holger
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Notify via email of a click through via Campaigns
We are currently using campaigns. The email via campaigns is sent via a standard email address (i.e. sales@domain.com) We would like the owner of the lead/deal to be notified if the recipient clicks through the email.
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New Marketplace app for formula fields in Pipedrive!
Hi Pipedrive users! We are excited to announce that our custom field calculator tool has been approved on the Pipedrive marketplace! The custom field calculator will allow you to create complex excel/google sheet type formulas to be calculated right in the Pipedrive UI. You can use these formulas to calculate commission…
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Merged: Using dates to trigger Workflow automations
This discussion has been merged.
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Help me Organize our Work-flow Automations please
The only way to sort the automations in Pipderive currently is in chronological order. We have 25+users across 3 countries and there are automations by user/department/country. The fact that Pipedrive only organizes them in one single chronological order makes it hard to find them / avoid duplications, etc. Is it possible…
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How to change the statut of all deals automatically?
Hello, I'm looking for a way to change automatically a statut of a deal when I found an email. I only found to change of one deal not to impact all the deals. Do you know how to do it? Thank you.
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Two enhancements to the Workflow Automation module!
Hi guys - yesterday Pipedrive officially released two enhancements to the workflow automation module: delays, and execution history 🏆 We've been using both as Beta users, and now that they're out in the world - I shot a short tutorial on how to use both. If you have any questions or feedback, please feel free to ask! 🤗…
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שדרוגים למודול האוטומציות של פייפדרייב
הי חברים - פייפדרייב שחררו אתמול שני פיצ׳רים חשובים למודול האוטומציות, Workflow Automation . הקלטתי הדרכה קצרה שמדגימה את השימוש בפיצ׳רים החדשים - כולל דגשים שחשוב להבין. ההדרכה כאן, בקבוצת פייסבוק שלנו, תהנו!…
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[CLOSED] Join the beta: Workflow automations delay step
Hey Community 👋 We're excited to let you know that we are taking new beta testers for the Delay step, inside Pipedrive’s workflow automations. This has been a very popular request and you can now give it a try 🚀 How to be part of the BETA? Comment below and we'll enable it for the company linked to your registered email…
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Website form overwrites important customer data, what to do?
Hi community, My company uses website forms to add newsletter subscribers (for example) to Pipedrive. We are really happy with this integration, but If the person that fills in the form allready exists, Pipedrive overwrites the existing info of the person. As a result, all kind of important information is lost and…
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파이프드라이브 기능 업데이트 : 워크플로우 자동화 대기(딜레이) 기능 출시
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 워크플로우 딜레이(지연) 기능이 출시되었습니다. 이제, 워크플로우 생성 시 특정 조건 하 트리거가 발동된 이후, 대기 시간을 설정하여 해당 기간 이후에 액션이 실행되는 자동화를 구현하실 수 있습니다. 1. 워크플로우 대기 기능 확인 * 특정 트리거 설정 이후 조건 및 액션 설정 이전 대기 시간을 설정할 수 있습니다. 2. 워크플로우 대기 기능 사용 방법 * '사전 정의됨' : 특정 요일이나 특정 일자, 혹은 대기시간 / 일수를 선택하여 자동화를 지연시킬 수 있습니다. * '사용자 지정'…
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Workflow Automation - Email before Expiry
Hello, I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date. I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
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Automatic email cadence before meeting start (timed workflow)
We are struggling to install an automatic process for achieving the following: Meetings are agreed and created, synced into google calendar. We need to send an email reminder 24h and 1h before the meeting from within Pipedrive, since our external automation tool (integrately) does not support calendar event timing. I know…
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Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
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Hi everyone! How to send automatic emails to customers in different languages? I have 2 default lang
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파이프드라이브 기능 업데이트 : 워크플로우 자동화 히스토리
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 분들께서 요청하셨던 워크플로우 자동화 히스토리 기능이 출시되었습니다. 이제, 워크플로우 자동화가 잘 작동하고 있는지, 작동하지 않았다면 그 이유는 무엇인지 자동화 히스토리를 통해 확인하실 수 있습니다. 1. 자동화 히스토리 확인 * 워크플로우 자동화 > '히스토리' 탭을 클릭하여 실행된 자동화 히스토리 리스트를 확인하실 수 있습니다. * 리스트에서 확인하려는 자동화를 클릭하면, 자동화 히스토리를 추적하실 수 있습니다. * 실행되지 않은 자동화는 빨간 색으로 강조 표시되며, 클릭 시 자동화 실행 실패 사유를…
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Deal stage reached automation
I'm looking to create a trigger that when a stage is reached in a deal my office admin gets an email. I don't see a way to add any email to the trigger. The admin isn't an owner or a part of the deal so there is no option to just manually enter an email to send to.
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Veja como funciona a nova Função Projetos no Pipedrive!
https://www.youtube.com/watch?v=Y94YMrh6T5Y
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Workflow Automatismus
Hallo zusammen, ich würde gerne folgenden Workflow Automatismus einrichten: Kunde wird in Phase "Erinnerungsmail" geschoben, anschließend geht nach 6 Monaten eine Mail aus den Vorlagen raus. Ich habe soweit alles hinbekommen, nur der Zeitverzögerte Versand klappt noch nicht. Kann mir jemand helfen und verraten, wie ich es…
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[CLOSED] Join the beta: Workflow Execution History
Hey Community 👋 We're excited to let you know that we are taking new beta testers for the Workflow Execution History, inside Pipedrive’s workflow automations. This new feature will allow you troubleshoot your workflow's execution status. This has been a very popular request and you can now give it a try 🚀 How to be part…
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Wrong Translation in Korean : Workflow automation(email template auto send)
Hey team, here is what i found out another wrong translation in Korean. When I use workflow automation and auto send email by template, there is always required 'To. someone (usually it is person email)'. But in Korean there is nothing but only can see '-'. I think this field is matched 'To', so it must be translated '수신자'…
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Extraction de données du corps de l'e-mail + creation d'un prospect
Bonjour. Je suis face à une situation de ce type. Je reçois des emails de Seloger, ou d'autres portails immobiliers avec les coordonnées des clients dans le corps de l'email, qui ont fait une demande sur nos propriétés. Est-il possible d'extraire les coordonnées de clients (leur nom,tél,mail), qui sont dans le corps de…
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Is it possible to use Pipedrive for investment brokerage?
The process is much the same as real estate. The main thing is for me to be able to assign interested investors to a deal, although I haven't found a straightforward way to do it. Ideally, I would match several investors with a suitable deal, based on the investors' preferences and the deal features (value, type of…
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Match my labels with my scoring field
Hello, My problem: I would like to optimize/compress my workflows. I have scored my deals (it is a field as same as name or email), and I want to add labels according to each score (1 to 9). I already created workflows on pipedrive (which works), but I need 18 of them to have it done (too much). I would like to know if it…
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Hi, it would be great if we could see and modify the automations created by someone else. This is a
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Workflow Automation to make custom field match label
I would like to make a custom deal field that automatically matches the deal label. We label deals based on the purchase number of that organization e.g. purchase 1, 2, 3, 4, 5, etc. but I want to be able to see this label in the left column of the deal, not have to scroll up to the top to see it, so was thinking to make…