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Reopen lost deal after 3 months
hi, I would like to create an automatation 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,…
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How to add an attachment to a email automation
Hi is there to add attachment files to email automation?
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Aktivitäten automatisch schließen, wenn Deal verloren
Hallo liebe Community, der Titel sagt eigentlich schon alles. Ich möchte gerne alle offenen Aktivitäten in einem Deal automatisch schließen, wenn dieser besagte Deal auf "verloren" gesetzt wurde. Ist das möglich? VG Dennis
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DUPLICATES: How to merge leads to a single person just considering the "email" of that particular pe
I have thousands of duplicate persons on my Pipedrive and I need to merge them into a single one, with different leads on it. How can I automatically merge them considering a common personal email? Also, is there the possibility of having a report of the duplicates? I have different funnels and I need to manage if some…
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Workflow Automation.
Hi! Five months ago I asked if I can change the set-up of the workflow automation, like if I win a deal and I want to send an automatic email but only like 1 or 2 weeks after the deal's won. I was told that your team was working on it. Is it possible now? Thanks.
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Looking for Automation expert/help
Located in US, east coast - would like to hire someone to help me build out various automations. Not super complicated, but need text messages as well as email so will need to incorporate both PD and Zapier automations. I need to understand the setups so I can manage/edit as needed. I've previously done this myself but I…
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Automate Send new email as reply to last email in deals thread
Hello, the Automation of most of my processes work perfectly, but to make it more efficient, especially for reminders, it would be better to be able to choose that the next email to be sent is a reply to the last email in the deal's timeline, I dont find any way to do that, I have told that it could be done with Zapier,…
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Pre-Populating the contact form on the event scheduling page
Hi guys, im using Typeform to collect info and create a deal in Pipedrive... I want to then send the lead directly to the event scheduling page and want to have the contact form prepopulated or skipped utilizing a dynamic link... For example, this link below skips the contact form in the schedule once making it easy.…
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Generated call list
Is there a way to auto-generate a call list for the sales team each day, from contacts not contacted in a period of time? My goal is to have a list for the team each day and once a call is finished pipe drive automatically gives them the next customer
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Editing teams workflows and ID'ing what's running
We need the ability edit our teams workflows, admins should be able to edit or adjust anything and right now that's not the case. Also, the ability to identify running workflows to help debug what's triggering and adjust if needed is essential.
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Date and time formatting in Integromat (Make)
Hello, I want to send an email with the date and time of a meeting via Integromat. However, the next activity data comes into separate parts : 1 The due date of the activity and the due time of the activity. Does anybody know how to combine those data all together in order to form a single one ? Thanks
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How to Run Reports
Hello, I'm fairly new to PipeDrive. I want to run reports but they are not customizable as I thought they would be. I want to be able to pull from my customizable fields from my database. Learned from Support that you can not truly customize reports. You can't draw information from Leads. you can only get information from…
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Asiakaspalautteet Trustmary-integraatiolla
Sarjassamme parhaimpien suomalaisten myynnin SaaS-palveluiden Pipedrive-applikaatiot esittelemme: Webinaari tänä perjantaina klo14: Pipedrive Trustmary -lisäosa https://register.gotowebinar.com/register/605282671456544784 Miten saat laadukkaimmin toimitettua kontaktit Trustmaryn listoihin ja kerättyä palautteet kontaktin…
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Pause auto-emails on weekends and public holidays- possible?
I'm wondering if it's possible to do this for emails sent via workflow automations. It doesn't look like it is but it doesn't look professional in my business for a client to receive an email on these days.
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Change Calendar Color (with Workflow Automation)
In my work calendar, I like to distinguish internal calls vs external calls by color coding (i.e., change any meeting with an external party to orange). This allows me to quickly see which events I need to be most prepped for, which events can't be late for, which events have flexibility to move, etc. I don't think…
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Automated email - multiple email addresses needed
Hi All, I'm trying to setup a workflow that will automatically send an email template out when a deal stage is changed. Problem is it appears I can only select from a few options. There are multiple emails that I need to be CC'ed on and I'm hoping it can automatically pull from certain fields. I'm in the mortgage business…
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Looking for a Pipedrive consultant
I am looking for a Pipedrive pro/consultant to help me customize to my business. Please send me your
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Workflow Automation Time Field
I would be a great addition to the Workflow Automation to be able to delay an action by minutes, hours or days when it is triggered. For example, sending an email out 1 hour after a deal is created rather than have the default be immediately.
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Auto emailing template email for person in custom field in Person, Deal or Organization?
Hi! I have searched the forums for an answer to this problem but nothing specific answered my question. I am a real estate investor, 1 man shop, and use a Real Estate agent to sell my renovated properties. I have my system set up like this: Person is the individual calling me about selling the property, Deal is where I…
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Drag & Drop Steps
It doesn't look like we can drag & drop steps in automation workflow. Is that something that is being considered for future enhancements?
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E-Mail template "Product field" not available
Dear all, I have created an automated workflow triggered by a won deal to inform our after-sales team. To provide the necessary information, different fields are drawn in an E-Mail template. Unfortunately the important field "products" can not be selected to be sent to our after-sales team. Am I the only one with this…
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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…
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Removing time (Hours/Minutes) value from Created Date
I would like to have the values presented in the Deal Created section to only show Day-Month-Year and not have the minutes & hours shown. That is of zero value to me when running a report and, when exporting to Excel, it makes it more difficult to sort by that value. The Last Activity and Last Stage Change represent the…
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Auto-update deal stage based on activity marked 'done'
Is it possible to create a workflow automation that is triggered by an activity being marked as done that automatically moves the deal associated with the activity to a new stage in the deal pipeline? I tried building one, but it doesn't seem to work.
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Is it possible to set up a workflow automation with "email received" as trigger?
Desired workflow trigger: When email received on any deal that is in X status and/or Y pipeline, do Z The action could be: * send notification * update deal status (eg move automatically to a more active status) * whatever else
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Automations for a team
It would be very helpful to be able copy automations to other users and also to create new one's on behalf of other users in the team. I manage our Pipedrive usage and we have a sales team of 60 people with some of the entry level roles seeing more turnover and there are lots of automations that we have to manually walk a…
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Adding Parent/Related Organizations with Bulk Edit
Hi everyone, I want to add the same "Parent Organization" to ~100 organizations, but when I select them in the list view there isn't a "Related Organization" field in the bulk edit tab. Data import doesn't seem to work either. Any tips?
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Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…