-
How can I start an automation based on an incoming email from a specific contact and/or with a speci
-
Sales Strategy | Empower your Pipedrive data with Geo-Visualization
Visualize sales performance, opportunities and data on maps and charts. Seeing data and all details on maps is easy and supports quick decision-making. Create territories on the map to maximize revenue, achieve sales goals and drive productivity. Automated territory optimization is based on multiple variables that…
-
Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
-
🤷♀️ How to register Meeting Outcomes in Pipedrive?
Hey everyone, I'm really curious to hear how others are registering the outcome of a meeting and reporting on that? I've been doing some research and heard about two possible ways from this post: * using different pipedrive stages * activity types The reply is 2 years old and doesn't go into much detail or show examples.…
-
Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
-
Pipedrive/Klaviyo/Shopify - seeking freelance help to set up filtering and flows
We are all small company looking for a little help to improve our Pipedrive setup in stages. In particular, pushing lead through to different lists for marketing emails is our next challenge. Good English and a willingness to work together in a relaxed manner using Slack is ideal. For the right person irregular but long…
-
Is there a way to automatically move deals without activity for some time?
I'm trying to set up an automated flow but I cannot find how to access the stagnation status or the last modified date.
-
How do I Email Multiple contacts in a Deal with Workflow?
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
-
How do I Email Multiple contacts in a Deal with Workflow?
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
-
Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
-
Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
-
Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
-
Workflow to send auto email to customer when Lead is created - Email won't link to the Lead
We have created a workflow to send an automatic email to the Lead contact person when the lead is created, only if there has not been any verbal communication yet. However, I can't figure out a way to have that email automatically sync to show up in the Leads page. It doesn't even show up on that contact or the…
-
Call outcome - extremely needed
Hi guys! Do you use call outcomes in the automation? Are there any viable workarounds for this to work?
-
Send data from contact to deal
I would like to create an automation that sends info from a deal's (or lead) main contact to the deal itself. We collect UTM data on contacts and need that to be associated to the deal (or lead) itself. I am having an issue getting this to happen in automation. Has anyone successfully gotten this to work?
-
Send selected Contact(s) an email when New Note added with Note Details
My coordinator works in a different CRM from Pipedrive. Her CRM is closed to any API or integrations. I am wanting to send my coordinator an email from Pipedrive when I add a New Note or when I add IN the note "@name". Have not had much luck this morning with the workflow. Has anyone created a workflow for this type of…
-
Post clickable deal URL to Microsoft Teams Channel
Hi everybody, I have a workflow which sends messages to a teams channel. That is working fine. I would like to include a clickable URL of the deal in order to easily open it from Teams. I have tried with HTML. That doesn't work. You can see the results below. Anybody got an idea on how this could work? Teams posting HTML…
-
Field Birthday
There is no field barthday date in peope file thal allows to create an automatation to send mails in birthday days of our costumers. I create a manual field but automation is not possible with date fields
-
Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
-
Workflow Automation Based Off Time
Hello, I am new to PipeDrive and I am trying to setup workflow automations for my sales process to trigger automatically based off time. For example, one of my stages is Quotes Submitted and I want it to move to the next step 30 Days Since automatically and then to another stage of 60 Days Since automatically. Is this…
-
Adding followers to Deals/Orgs/Contact through a permission request.
Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different…
-
Is it possible to automate a reminder with a condition when "the deal hasn't registered any changes"
When a deal gets into a stage, I want to set up an automation so that, after x days, if it hasn't registered any changes, it sends an alert to Teams or email. I set the trigger to stage change, that's ok. I set a delay for x days. But... I don't know how to set the condition of "it hasn't changed": no new activities, no…
-
Automated email once deal has been won (though there needs to be a delay)
I'm looking to set up an automation which will send a follow up email to users for a feedback call after say 30 days of the deal being marked as won on Pipedrive. I can't find a way to add a time delay with the Workflow automations, can anyone let me know if this is possible? Thanks
-
need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
-
Automation Emails Not Triggering
Hello, I use email automations for when a card is moved to a particular stage. For the past couple of weeks, all of the email automations for when cards are dragged to a particular stage either do not work at all or are significantly delayed for no reason that is set up within the automation. Can you please advise on some…
-
Workflow Automation-- Sending an email from the current thread. Asking for advice.
We would like to set up an automation that causes an email template to be sent to the Deal Contact Person once a deal reaches a certain stage. It is important that the email be sent within the thread reflected in the deal. How can we make this happen? If there is not a native integration, would love other ideas for…
-
Workflow Automation Condition: Activity marked "DONE", now move to next step - ISSUES
Hello, new to Pipedrive. Building Workflow Automations and trying to space out the activiites. Ideally, once I mark Activity #1 as done, then the next Activity would be created/scheduled. Without this, all activities just load, and if I setup an EMAIL in the workflow it goes out at the start which is not what I want. Any…
-
Two-way task management integration
Hello, Is there any Trello-Asana-like that can do a two way integration, sharing files from both sides? Asana can take a file from pipedrive but cannot return another file... Thanks in advance
-
Reopen lost deal after 3 months
hi, I would like to create an automation that reopens a lost deal with a specific lost reason after a certain amount of time - is that doable and can somebody help me with how I do this? Workflow: A salesperson marks a deal as lost til the relevant lost reason --> The deal is removed from the pipeline --> After 3 months,…
-
Help, want to regroupe several conditions in the same place on the workflow automation
Hi, For some of my automations, I have a lot of possibilities and I would like to regroup it in the same condition list so I can save time. Here is an example : When a prospect is created, I want to schedule an activity if the owner of the prospect is one of my sales team but not if the owner is from my care team. Today, I…