Automations

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.
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…
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?
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…
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…
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…
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.
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
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…
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?
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…
Are there any plans to add a sorting option within Workflow Automation?
We have been adding automation and trying to use a naming convention, but it is still cumbersome as the list of automations grows. It would be great to be able to 1. drag and drop to organize. OR, 2. be able to organize in alphabetical order. This would be a HUGE help. Is this on the list for future development?
Trigger automation when deal is won
Hi. I need to trigger an company wide automation (in a specific pipedrive pipeline) through zapier (or the Pipedrive workflow automation) thats triggers when a deal is won AND the deal includes one or many different specified products. E.g. Depending on what kind of product(s) is in the won deal it needs to trigger one or…
Workflow / Dates / Notes
Hey there, we have a custom field that uses the date range that we use to see how long a customers subscription is valid for. We also have a workflow that automatically creates a new deal and a note in that deal that is supposed to tell us the end date of that last subscription. Somehow this doesn't work and instead of…
Trigger when deal is on a certain stage and send an email
Hey, I need help with Pipedrive automation, as I'm trying to send an email whenever a deal enters a certain stage it sends the same email again whenever I change something in the deal (fields for example)
Zapier Issues
Hi everyone, I've noticed recently that Pipedrive data in Zapier is no longer in text form rather it's outputted as numbers. Does anyone know why this is? How to fix it? Its mainly for dropdown, multichoice and single option fields.
Pipedrive & WhatsApp Integration: 6 Ways to Improve Sales Process
Hi everyone, I saw a lot of interest from businesses for a WhatsApp integration with Pipedrive. I covered the topic in some detail here: https://www.amitsarda.xyz/post/integrate-pipedrive-and-whatsapp If you have any questions, please don't hesitate to reach out. Best, Amit Sarda…
Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?
Would you love to see a feature to add an e-mail to a deal as part of the Workflow automation?
Automated email not showing up in contacts done timeline
Hi all, I hope you guys can help me out. My company sends automatic emails when we add a contact. The contact does receive the email, but the sent email is not showing up in the contact's done timeline. What is going wrong here? Thanx in advance, Rico.
파이프드라이브 워크플로우 예시: 담당자(=거래 소유자) 변경 시 이메일 알림 워크플로우 설정하기
질문: 특정 활동을 특정인에게 부여했을 때 담당자에게 알림을 주고 싶어요. 어떻게 설정해야 하나요? 답변: 워크플로우를 통해 담당자에게 이메일 알림을 전송할 수 있습니다. < 활동 담당자 변경 시 이메일 알림 워크플로우 구현 예시 > * 워크플로우 흐름 * 활동 담당 '사용자' 변경 (트리거) * 이메일로 변경된 소유자에게 이메일 알림 전송 1. 워크플로우 생성 후 '트리거'를 '업데이트된 활동' 으로 설정합니다. 2. 조건값은 '활동 담당 사용자' 를 '변경됨'으로 추가합니다. 3. '작업 > 이메일 전송' 선택 후, 변경된 활동 담당 사용자에게 전송할 이메일 내용 입력…
Automation conditions limited to two conditions
Hi, Why can you only combine two different AND or OR conditions in workflow automations? That seems like a very strict and random limitation to me.
Quotation Templates
Hi, Is there any way of me importing a quotation template into PD without having to purchase an app? The export to Excel option looks a bit well rubbish ! Thanks
Is there a way to (mass) find and import LinkedIn Profiles for existing Pipedrive Contacts?
Is there a way to scrape and import LinkedIn profiles of my existing Pipedrive Contacts? I have all the other contact data but want to run multi-channel campaigns using Lemlist, so need the LinkedIn profile URLs. I know you can extract data that includes the LI profiles from a LI Navigator search using Dux-Soup, Lemlist,…
When I change label, create new deal - not working (workflow automation)
Pls could somebody to help me with this?
How do you use Pipedrive in your workflow?
Hey Pipedrive Canada Community 🇨🇦 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow. If you're out of the build process with your sales workflow...or even right in the middle of…
"Deal stage" not available in workflow
I'm trying to populate one of my contact fields ("Deal stage") with the value of the deal stage ("Negotiation", for eg.) when the deal's stage is updated. However, in the list of fields that I can pull the data from, there is only "Deal stage ID", which is a numerical value (1,2,3,4, etc.) but the actual String value…
Pipedrive's most underrated feature? 🤔
Knowing how to get the most out of your CRM can increase revenue by up to 41% per sales rep. See what 12 Sales Automation Experts Think is Pipedrive’s Most Underrated Feature. Point of views from experts including @Bernd Auer , @Carla Rodriguez , @Adam Turl , @Kelly Goss , and @Bruce Bignell ⤵️…
Send another mail if the email before was not openned
Hi! I´m trying to exploit the benefits of the "follow up" of open emails. I really want to create a automatation using the "opened" mark of emails as a trigger. Is there the possibility of sending an email IF the email before was not openned, using the follow up of openned emails? Also, is there the possibility of having a…
Unsuscription of email campaigns
Hi, it´s possible to add a botton in the mail where people who receive our mails can unsuscribe of this ones and then trigger a "lead lost" for this lead? I think that this is an efficient way to not bother leads with mails and also just have those leads that want to be with us.

Automations

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