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Configure an Action on Task Completion
I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon…
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How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
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Use organization/person custom fields in conditions for Deal Automations
Hello pipedrive team, it would be a great addition, if we could use custom created fields in a person or an organization, for the automation of deals ("Deal updated", etc). Custom fields can be changed in the deal automation, but they cannot be accessed for conditions. At the moment only custom deal fields can be used for…
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It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
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Is it possible to get data alerts from Pipedrive to email and/or Slack?
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
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Slack notification for new emails
Hello everyone, I've been wracking my brain for the last several days trying to figure out an automation that will send a Slack notification every time a new email lands in our inbox. If anyone can help with this I would be SUPER grateful 😊
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Link a person to a deal automatically
I've created workflows which create an Organisation when a Contact is created (this is coming from Mailshake via Zapier). I also have a workflow that creates a Deal when an Organisation is created. So the flow is currently - contact is created > organisation is created > deal is created. This all works fine, but for some…
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New: Automate email & activity sequences with a new Wait for condition step!
Hey, Pipedrive Community! 👋 We are currently improving the ability to automate email & activity sequences, by adding a new Wait for condition step. 🚀 What is Wait for condition step? Enables you to set up automations that wait for something to happen, and continue a sequence after that is true. If not, and the maximum…
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Merged: No email response - create follow up activity
This discussion has been merged.
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Automatic Email Reminders
Every sales person loses an incredible amount of time by sending email reminders. It would be great if the system can send an automatic reminder after X days with a standard text at the top. It is actually a kind of workflow. If the person emailed has not replied after X days, send email template 1 with the original email…
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How can I send a internal email to my collegua with deal details?
Hi there, I have made an automation to basicly send my colleguan an email with deal details, when we win a deal... The issue is, I dont know how to add both a link to the deal, and the deal products/items in the email ... How can I do this?
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Web form // download resource from web sites
I would like to create a web form. Customers/Prospects will fill the form, and I'm going to send him an attachment (or redirect to a download page) and insert an activities in to pipe drive (recall the prospect). Suggestion? (or 3rd party plug in)
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Merged: Editing automations
This discussion has been merged.
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Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
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Transfer labels from leads to deals
Hi all, It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it…
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Campaign emails - follow up tracking automation
Is there a way to create a workflow to notify the sales team when a campaign email link has been clicked - i.e. to add a note or trigger a follow up action required say sending an email
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What is the easiest way to automate a deal moving to a different deal stage based on an email reply
Hi I have a four-email sequence automation that gets initiated when I move a deal into a specific deal stage. What I would like to achieve is to have the deal move to a different deal stage if/when I receive an email reply (from the contact associated with the deal) for any of the four emails in the automation. Is there…
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Workflow Automation - "Send email using template" - Use current user email
I have several automations with "Triggered by any user" enabled. This automations send an email with the "Send email using template". No matter who triggers the automation, the email is always sent with my email (always uses the email of the user who created the automation). I would like that the emails were sent using the…
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Will Pipedrive automation be triggered by a spreadsheet import?
I have about 500 leads and would like to apply the automation feature of Pipedrive to create deals then move it into a new stage but would need to import it to the Pipeline through a spreadsheet. Will that trigger the automation or only manually added deals can trigger it?
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Setting due date for an activity +7 days after a custom date
Hi! I have been searching for an answer here and in the knowledge base, and it seems that it is not possible to do what I need, but I would love some confirmation: I have a deal with a five-stage funnel and a custom date field called "end date". I want to create a new activity triggered by advancing the funnel from the 4th…
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Delete Activity when Deal is Lost/Deleted
This seems to be a very logical workflow. When a deal is deleted, you no longer need the associated activity. Is there a way to delete the activity of a deleted deal? (Without using Zapier)
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Using dates to trigger Workflow automations
HI Pipedrive, It would be incredibly useful to use a date as trigger for a Workflow automation and to auto-populate date and time custom fields when using scheduler. Examples below: * Trigger an action x days after a date * Trigger an action (eg an email reminder) x days before a date * When sending booking invites out to…
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Follow Up Emails - Same Email Thread
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
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Automatic saving of activities
Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done? Well I have and quite many times. It is also quite annoying that you can't save the…
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Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
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Automating Marketing Status for Contact Imports via Zapier
Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. In order to automatically mark them as Subscribed, this would need either: * Zapier to have access to edit the field "Marketing Status" * (longer workaround) Pipedrive Workflow Automation have access to edit the field…
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Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be
Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be present in that integration.
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Anyone else having trouble with Automations based on Deal Lost Reasons?
I would like to be able to trigger actions based on what Lost/Closed reason I select when marking a deal Lost. It seems the "Lost reasons" are disconnected with the rest of the Data Fields and not available in the same manner, as in you cannot select this field for use and then be displayed a dropdown list like other multi…
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Need a Lead Routing Feature
No matter how much we use Pipedrive, the one feature that our team can't seem to solve is Contact based lead routing. For our workflow, each new "lead" that comes in is a Contact. If we gain traction with the contact, we create a deal later. We don't use "Leads" feature yet, but even if we did, it would not change our…
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Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…