Automations

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.
Workflow Automatation question: Is there the possibility of scheduling a email/call/activity in the
I´m trying to find the way to send an email 12 hours after changing the stage of my lead. I could only create a mechanism to send an email in the same moment I change the stage of my lead... Anyone knows how to do this?
Advice on Importing leads
I am importing leads via data import and whilst some leads have an activity due date, others do not. When I import the spreadsheet, any lead that had an empty activity due date field, is automatically given today's date as the next activity. Is there any way to stop this? Second question, I would like to automate the…
Suggestion for Workflow automation after Email template is sent
Hello, It would be great to see if we can add a workflow template that allows an upate to the deal or create an activity after an email template has been sent. for example If I sent an email with a 'Quote' from my templates to a business, This creates an activity to follow up with them in X amount of time and also moves…
I am trying to create a new deal once a current deal is put into a pipeline. For some reason it is n
I am trying to create a new deal once a current deal is put into a pipeline. For some reason it is not working. I have dragged a deal out of the trigger area and i get nothing. I guess I don't know how to specify which fields are being updated where I want the trigger to start.
Our Leads have multiple emails & phone numbers and we need to send mass outreach in a click!
I am about to Implement Pipedrive as our CRM and ATS - we are staffing agency I see so much potential with Pipedrive. I have one concern, our leads have multiple emails & phone numbers per lead and want to send outreach in mass to all emails and phone numbers. Can this be done?
Email to multiple contacts.
It would be very helpful for us if there was an option to send an email to all the contacts listed in the "Participants" section with just one click. We often need to send to over 10 participants and currently we need to copy and paste each individual email into the email.
Ability to set a follow-up task from Gmail?
Hello! New to Pipedrive. I can't seem to find a way to log a task FROM Gmail. Ex: I send an e-mail to a CTO and before I hit send, I want to tell it to set a task in Pipedrive for me to follow-up in a couple days. Does anything like this exist? Thanks!
Email triggers
I think email triggers would be very useful in Pipedrive - for instance, when an email is bcc'd into Pipedrive (with a quote attached or similar), it creates a new deal against that contact. This would save a lot of time adding a deal and automate the creation of deals. The workflow automation could then create a call to…
Aktivität als Trigger - bei erledigen Zuweisung an andere Person
Hallo zusammen, ist es möglich, wenn die Erledigung einer Aktivität der Trigger sein soll, als Aktion eine neue Aktivität an den Deal-Eigentümer zuweisen zu lassen. Soweit ich das sehe, geht das nur, wenn der Trigger vom Deal aus geht und wird andernfalls immer an den zugewiesen, der die Aktivität abhakt. Leider wird bei…
Problema di ricezione posta
Buongiorno a tutti, ho un account base e utilizzo il sistema di CCN per far arrivare le mail all'account Pipedrive. Solo oggi ho realizzato che, da circa un mese, non ricevo le mail a sistema. Qualcuno mi aiuta a capire il perché? Grazie, Buon lavoro,
Validation by changing the phase of a deal
Hi everyone, I hope you can help me with this topic. When a sales rep changes the phase of a deal from one phase to another I would like to have a validation rule in place that checks if a specific field is filled or empty. If it is filled the phase change is possible - if the field is empty a message should be displayed…

Automations

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