Automations

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…
Call outcome - extremely needed
Hi guys! Do you use call outcomes in the automation? Are there any viable workarounds for this to work?
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?
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…
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…
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
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…
Workflow Automation Based Off Time
Hello, I am new to PipeDrive and I am trying to setup workflow automations for my sales process to trigger automatically based off time. For example, one of my stages is Quotes Submitted and I want it to move to the next step 30 Days Since automatically and then to another stage of 60 Days Since automatically. Is this…
Adding followers to Deals/Orgs/Contact through a permission request.
Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different…
Is it possible to automate a reminder with a condition when "the deal hasn't registered any changes"
When a deal gets into a stage, I want to set up an automation so that, after x days, if it hasn't registered any changes, it sends an alert to Teams or email. I set the trigger to stage change, that's ok. I set a delay for x days. But... I don't know how to set the condition of "it hasn't changed": no new activities, no…
Automated email once deal has been won (though there needs to be a delay)
I'm looking to set up an automation which will send a follow up email to users for a feedback call after say 30 days of the deal being marked as won on Pipedrive. I can't find a way to add a time delay with the Workflow automations, can anyone let me know if this is possible? Thanks
need help creating filters for deals
can anyone help or point me in the right direction to create filters in deals?
Automation Emails Not Triggering
Hello, I use email automations for when a card is moved to a particular stage. For the past couple of weeks, all of the email automations for when cards are dragged to a particular stage either do not work at all or are significantly delayed for no reason that is set up within the automation. Can you please advise on some…
Workflow Automation-- Sending an email from the current thread. Asking for advice.
We would like to set up an automation that causes an email template to be sent to the Deal Contact Person once a deal reaches a certain stage. It is important that the email be sent within the thread reflected in the deal. How can we make this happen? If there is not a native integration, would love other ideas for…
Workflow Automation Condition: Activity marked "DONE", now move to next step - ISSUES
Hello, new to Pipedrive. Building Workflow Automations and trying to space out the activiites. Ideally, once I mark Activity #1 as done, then the next Activity would be created/scheduled. Without this, all activities just load, and if I setup an EMAIL in the workflow it goes out at the start which is not what I want. Any…
Two-way task management integration
Hello, Is there any Trello-Asana-like that can do a two way integration, sharing files from both sides? Asana can take a file from pipedrive but cannot return another file... Thanks in advance
Reopen lost deal after 3 months
hi, I would like to create an automation 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,…
Help, want to regroupe several conditions in the same place on the workflow automation
Hi, For some of my automations, I have a lot of possibilities and I would like to regroup it in the same condition list so I can save time. Here is an example : When a prospect is created, I want to schedule an activity if the owner of the prospect is one of my sales team but not if the owner is from my care team. Today, I…
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,…
How to add an attachment to a email automation
Hi is there to add attachment files to email automation?
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
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…
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.
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…
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,…
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.…
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
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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