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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…
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Workflow sending emails: Set Date
Feature Request: In workflow automation, we can select to send an email on a condition match. Is there a way to place a DATE field of WHEN the email(s) will be sent? I would like to have the event trigger a series of emails but each one on different dates that the emails go out. Adding this field seems like a simple thing.…
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Is there are away to see how many active automations I have?
This is other than counting them manually. I recently got an email stating I had gone over some limit. It did not tell me what this limit is, or how many were active. Only that they want me to have a call with some sales rep so they can sell a more expensive plan. No thanks. Pipedrive must count these active tasks, so why…
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Send an email when a new lead created
Hi. The pretty easy task turns into spending hours. I want to inform myself each time lead is created. I am using Automation Workflow, "Lead Created" trigger, and "Action - Send email using template". I have created a new Template and wanna use it. But there are two required fields that I don't need. Anyway, even though I…
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Campagins module = Increased options of "merge tags".
For example if i want to send out an email with: "Dear (customer-name). We have now registered the deal (deal-name) as (deal-status) . We are happy to start working on your project, and has noted that (custom-field-delivery-date) is the day, where you want the package to arrive. Best regards (pipedrive-user-name)…
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[CLOSED] Workflow Automations: Please help us by filling this survey for research!
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Dear Pipedrive Community, We’re currently researching Workflow Automation’s improvements in Pipedrive. This would impact the way you see and organize your automations on what could be a new Automation's Dashboard.…
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Automation Idea Help
Hello from Istanbul, Turkey. I want to update fields when i mark a deal lost it asks me legal type. For example i marked it Individual. I want pipedrive update empty fields based on which i marked. (legal type individual > Industry individual) Same also, courier and no answer automation. Can somebody help me to save time ?
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Send Notes from Slack to Deal/Person/Org in Pipedrive
Has anyone figured out how to do this? I tried it using Automate.io + a custom Slack workflow but it's not working. Basically, I want to send notes I share with my team via Slack directly to Pipedrive and not have to log in each time to add notes I already shared in Slack.
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How can I start an automation based on an incoming email from a specific contact and/or with a speci
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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…
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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…
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🤷♀️ 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.…
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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…
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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…
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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.
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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…
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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…
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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…
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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…
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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…
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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…
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Call outcome - extremely needed
Hi guys! Do you use call outcomes in the automation? Are there any viable workarounds for this to work?
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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?
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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…
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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…
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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
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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…