Automations

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…
Updating tags in Mailchimp
I am using a custom field to create tags for all of the customer. What I want is for that information to be updated to the connected Mailchimp service in their tags. Is anyone doing this? Are there other mailing platforms that I can use instead which will allow me this functionality?
How to track notes where I have been tagged with @MyName
Pipeline is used by our Sales/BD team, contracts development team and finance teams. And then Management too. in a deal when someone wants other team member to do something, they add a note with @TeamMemberName. We have synced with outlook and we get am email when someone tags me in, I get an email. But it becomes…
workflow emails - send with outlook instead?
Is it possible to have outlook send my automated emails instead of Pipedrive? I switched my "send email links" to outlook and it works well, but I would love to automate my emails with workflows but I cannot due to limitations in Pipedrive's email. My company is very specific about fonts used, buttons (links), logos and…
Do you use external automation tool ? (Zapier N8n Integromat) ?
Do you use external automation tool ? (Zapier N8n Integromat) ?
Send Email from Template when Organization is Created or Updated and Primary Contact is created or u
All I want to do is import my spreadsheet of leads. Then have an email sent to the designated Admin Email from the import. The conditions could be Organization Created or Organization Updated with Booth Number being the field Also it could be Contact Created or Contact Updated with the field being Admin Email for the…
Manage automatically your leads entry (or other task)
Hello everyone, I've created several scenarios that allow me to treat automatically my lead's entry from a form or, a contact sheet, or by Calendly (or other book meeting apps such as Setmore or Acuityscheduling). My scenario does not duplicate any information such as organization, person except if it needed My scenario…
Activity Automation
Option when lead/contact replies to an email or call, rest of the activity is automatically canceled/deleted. Workflow Automation do not yet support email as triggers conditions for actions, but would be a useful thing.
Pipedrive Automations.
Hey Pipedrivers, Today, we are launching Bardeen 2.0 on Product Hunt. We are a tool that automates your manual work with web apps. Here are a few of my favorite Pipedrive automations: * Save person from LinkedIn to Pipedrive * Create an activity with a shortcut * Automatically open Pipedrive contacts from your upcoming…
Can you update a deal stage based on an email open?
Hey everyone, I am wondering whether I can update a deal stage based on an email open. Also whether I can trigger an email based on a deal stage?? Does anyone know of any third party integrations that can help?? Thanks everyone!
Copy field value to new custom field
Hi. Once we win a deal I want to copy the deal value to a custom data field and automate that step. Has anyone been able to figure out how to do this? It appears I can only enter a number and have it copy a value from an existing field.
I made a WordPress plugin for Pipedrive
Good morning! We wanted an easy way to create deals in Pipedrive from form submissions on our WordPress site, so I created a plugin for it. It's pretty simple right now but does what we need :) Easily integrate Pipedrive CRM with your WordPress site – WordPress plugin | WordPress.org Cheers! Zeb Fross
파이프드라이브 워크플로우 예시: 특정 조건 충족 시에만 활동 생성하기
질문: 특정한 조건이 충족될 때에만 활동이 생성되게 하고 싶어요. 답변; 워크플로우의 '조건' 을 통해 특정 조건이 충족될 때에만 액션이 진행되게 세팅할 수 있습니다. 활용 예시: * 거래 라벨이 'Hot'인 경우와, 'Cold'인 경우 각각 다른 영업 활동 생성 * (커스텀 데이터 필드 설정) 리드 스코어링 값이 50 이상일 때 특정 활동 생성 위 예시 이외에도, 커스텀 데이터 필드 혹은 파이프드라이브의 데이터 필드를 이용해, 특정 조건이 성립될 때에만 발동하는 워크플로우를 구현하실 수 있습니다. < 거래 라벨이 Hot인 경우에만 특정 활동이 생성되는 자동화 예시 > *…
Trying to create workflow automation where Trigger: Activity Type = Newsletter Bounced to remove ema
Trigger: Activity Type = Newsletter Bounced Actions: * Remove email address(es) from Person * Remove value(s) from custom Email List person field * Adds value of "Yes" to custom Email Bounced person field I believe there's a limitation in workflow automations which will not let me do certain portions of this (remove email…
Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
Adding person/org fields as mandatory for closing deals
In Pipedrive's professional tier we're able to set certain deal fields as mandatory for closing a deal. However, sometimes critical fields reside in the person / organization and not the deal - and the current implementation prohibits from setting person fields as required for deal progress or closing. Is it planned to add…
Pipedrive & eCommerce - workflow tips
Hi, I'm new to Pipedrive, just getting started with replacing my a bit outdated Excel-based CRM with Pipedrive. I am also looking for other useful tools to make work with Pipedrive easeir. Especially with the focus on B2B sales. Does anyone have useful tools to recommend that work well with Pipedrive and can do some of the…
Workflow automation
Looking for the functionality that'd allow emailing a deal contact automatically as the deal moves to a different stage of the funnel. Each stage would need a different email template. I am also looking to automate deals to move-on to the next stage if the deal has been sitting in its current stage for more than a defined…
Deal / Workflow
Is it possible to add a workflow/activity to the created deals afterwards? Greetings from Berlin

Automations

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