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Email Template Automation - Facing Issues
Hi, I'm a new user to Pipedrive and this is my first time setting up email automations with you. I've used one of your templates - Email sequences to new leads - however, I've had to change it substantially in order to get the automation running. I have a couple of questions: 1) Lead Labels - I had to remove this from the…
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Lead Inbox to Deal Pipeline Automation Not Triggering
I have a Lead Inbox to Deal Pipeline automation that is only triggering for me, an admin, but not for other users: Trigger: Lead Created; Instant Condition1: Product Line X, Instant Condition2: Lead Owner; Action: Create Deal in X pipeline with Linked person, Linked organization, Pipeline stage, Lead Owner, Product Line,…
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Creating emails via API
We're in the process of building an app for Pipedrive, but I was shocked to find out that we could not create an email nor email templates via the API. We can neither create an email as a draft nor auto-send it. We also cannot create email templates via the API. Combine those two and it's obvious that we also can't trigger…
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Automated NPS email every 2 weeks
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Add Projects fields to available Date Triggers in Automations
Currently these are the only types of Date fields that are available as automation triggers: Please add Projects to this.
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Automate making a Teams channel post when a deal signs
In our org, when we sign a new deal we create a Teams post detailing things like the deal date, amount and other details. I have connected Teams to my Pipedrive account but don't see an obvious way to make this kind of automation. Is this something that is already possible or could be added to the Teams integration?
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Sawfish Pipedrive WordPress Integration Plugin
Hey Pipedrive community! Any of you using WordPress? Whether you're a developer, designer, IT admin, salesperson, marketing wizard, or business owner, Sawfish makes it easy to create seamless, high-performing pages - using real-time Pipedrive data. It supports both WordPress to Pipedrive and Pipedrive to WordPress Save…
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Why emails from automation are sent 5-10 minutes later ??
Hi everyone ! I manage campagin emails and transactional emails in Pipedrive via automation. Ex: When a user submit a form on my website to receive content, it triggers an Pipedrive automation. This automation create the lead and then send him an automated email. The email is marked as sent instantly. And then nothing.…
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Projects x Activities integration with ZAPIER
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
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Tell me about scheduled actions in automation ?
I want to schedule an action in automation is it possible or just need to depend on wait condition
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Linking a Lead to Activity via Automation
Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person
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Automations Scheduled by Date
We need the functionality to schedule an Automation by date. Such as: Send email on the 3rd day of the month Create a lead on the 1st of the month On the last day of the month, send a Report or Dashboard link to an email address We could put this to use in this related post: Insight Report & Dashboard Auto-Send — Pipedrive…
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How can I integrate Twilio's WhatsApp API into my existing automation workflow?
I currently have an automation set up where two follow-up emails are sent if a contact in a deal doesn't book a call. For the third follow-up, I'd like to send a WhatsApp message using Twilio, but I can't find a straightforward way to integrate this into the automation. Has anyone successfully done this, and if so, what…
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[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
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Automating Lead Assignment Based on Region
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
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Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
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Email template deal (Required)
Hi all, I'm setting up an email automation based on a label that has been changed to "XXX." However, every time Pipedrive asks me for the "Email Template Deal" (Required), it appears empty. Any thoughts on how to override this?
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wait for condition longer than 7 days please!
Hi all, I think i would be a massive help for me and many others if the 'wait for condition' feature lasted longer than 7 days. When dealing with customers a process may take longer than 7 days which means the wait for condition expires and they automation is useless. For example, if i have sent a document for the customer…
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Automating Add Note to Deal, Can we tag the deal owner?
I tried to tag the deal owner in an automation that adds a note to a deal, but I couldn't figure out how. So, my questions are: Is it possible to tag a deal owner when setting up an automation that adds notes to a deal? If it isn't possible, are there any workarounds? Or does the deal owner get an update when a note is…
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Smart Doc Triggers.
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
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Automation not working with second instant condition
I'm running into some troubles when adding a second instant condition. I would like an email trigger to occur when a deal is both tagged with a specific tag, and then also moved into a new deal stage. The tagging could happen at any stage in the onboarding, and this would be too early to send the email. And the tag…
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Products in automations
We have a need to be able to use Products in automations. It appears that currently this is not possible. Is thare a way / workaround to be able accomplish for example following: trigger: Product is selected / updated → Update Leased / sold product (modified filed) Please enable the use of products in automations. I am…
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How to create an automatic followup email requesting a response?
After sending in email in bulk to my contacts, can an automation be set up to request a response if the email doesn't get a reply within a set number of days? I've been playing with the automation feature but it seems a deal needs to be created. I'm not trying to create a deal, just need a response back on the email. Am I…
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Automation for update reminder
Hi all! I have an automation for deals update reminder. This automation sends a reminder e-mail to users for their deals that have not been updated for 15 days. I recently learned from support team that it is not possible to create an automation to send a reminder to users for all of their deal records that have not been…
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Some emails sent through automations links to deal, but others do not
My automations are sending emails to contact of a deal in pipeline. Mail is sent and it's linked to contact. Problem is that in history of deal sometimes I see email and sometimes I do not. I checked deals and contacts, and can not find any pattern why is this happened. I also checked support page with title "Why are my…
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How to create a custom field that populates based on the last user to touch a deal?
I would like to create a custom field (which I have created the field itself), but I need it to populate based on the last user in our org who touched an open deal. The team today does not updated "lead owner" each time the deal is manipulated, so that field cannot be used. We'd like a record of who last touched each deal…
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Unclear required field in autiomation
Hi! I am in the process of creating an automation that has the purpose to be triggered when an Organisation Owner is changed so that Contact Owner on all Contacts linked to this Organisation has the same new Owner. I have created an automation for this (see image) but as the step of Action I am forced to fill in the field…
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Administer Automations for all
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…