Automations

Deal / Workflow
Is it possible to add a workflow/activity to the created deals afterwards? Greetings from Berlin
workflow automation.....should be able to schedule an e-mail from a template at points in future
workflow automation.....should be able to schedule e-mails to be sent from a template at points in future...for instance F/U 1 at 1 day after proposal sent F/U 2 at 2 weeks after proposal sent F/U 3 at 2 months after proposal sent
Question: What happens to a workflow if its creator is deactivated?
Let's say I deactivate a user Alice who created a workflow W. Then what happens if I deactivate Alice? * Is the workflow W still triggered even though the creator Alice is deactivated? * What if the workflow W is designed to create a deal owned by Alice? Does it create a new deal owned by a deactivated user Alice?
Workflow logic is limiting, any one else having issues with this?
Does anyone else find the linear logic limiting in workflows? Pipedrive only allows 30 or 60 or 90 workflows depending on your subscription level, but because of linear logic, you need a new workflow for every stage in your pipe. With this limitation you need 8 separate workflows for a pipe with 8 stages instead of being…
Workflow automation using emails or text messages
Questioning if Pipedrive has capability to confirm, remind, and follow up on scheduled events via workflow automation? I use this capability with Calendly but would prefer to stay within Pipedrive. Any guidance would be appreciated. Thanks.
Webinaari: Account management Pipedrivessa 10.02.2022
Moro! Me vedetään kollegani Pertin kanssa hyvä tiivis ja asiapitoinen webinaari miten hyödyntää Pipedrivea asiakashallinnassa (Account Management tai Customer Success). Kannattaa ilmoittautua, jos vähänkään kiinnostaa aihe. Pipedrive on toki pitkälti luotu tukemaan uusasiakashankintaa myyntiputkimaisuutensa puolesta,…
Bonjour,
Bonjour, Après renseignement il n'est pas possible d'empêcher les commerciaux de se prendre des affaires entre eux . L'on me conseil de créer des alertes . Voici ce que j'ai fait . Cela marche mais je n'arrive pas à savoir qui à changer quoi ? Comment faire pour avoir ces informations ? Organisation mise à jour 2 CONDITION…
Editing Workflow's among PD Admins
Hello, Is it possible to edit workflows created by other admins? This would be helpful if the admin is out of the office and the workflow needs to be updated ASAP, or if the owner is no longer working for the company.
Automations with emails
Hello all, i'm trying to understand how works automations. my desire: * When i send an email choosing a model, then create a task can anyone help me? regards!
파이프드라이브 워크플로우 예시: 활동 완료 후 팔로우업 활동 생성
질문: 영업 활동이 완료된 후 활동을 푸쉬하기 위한 팔로우업을 자동화하고 싶어요. 답변: 파이프드라이브의 워크플로우를 통해 활동 완료 후 자동으로 다음 활동이 생성되게 만들 수 있습니다. 활용 예시: * 이메일을 통한 견적 발송 활동 완료 -> 견적서 발송 팔로우업 활동 생성 * 청구서 발송 활동 완료 -> 청구서에 따른 결제 요청 푸쉬 팔로우업 활동 생성 예시로 든 활동 이외에도 모든 활동에 대해 팔로우업 활동을 이어가게끔 자동으로 활동이 설정되게 구현할 수 있습니다. < 활동 완료 후 팔로우업 활동 워크플로우 자동화 예시 > * 워크플로우 흐름 * 활동 상태가 '완료'로…
Can "no activity" be a trigger?
Is it possible to have an automated workflow that sends a templated email, only when there has been no activity for a specified amount of time on the deal in that stage? I want a follow up email to go out when there's been zero activity for 7 days. If the potential customer has come back to us within the 7 days, we can…
Information sur les changements de propriétaire de lead
J'ai un souci avec mes commerciaux qui se prennent des leads . Ils peuvent changer de propriétaire sans que personne ne soit informé . Il est impossible de les en empêcher . J'au créé une automatisation pour être informé . Le problème est que sur mon automatisation n'apparait pas le nom du lead , ni le nom du commercial…
Duplicate emails from several workflow automations + link bug
Hi there, I'm having an issue where I've got several fairly basic workflow automations that simply send an email when a deal reaches a certain stage. The problem is we're seeing multiples of the same email being sent (e.g. when we look in the sent folder there are up to 4 duplicates of the same email). I looked for other…
Comment savoir si un lead à changé de propriétaire ?
Bonjour, Après renseignement il n'est pas possible d'empêcher les commerciaux de se prendre des affaires entre eux . L'on me conseil de créer des alertes . Voici ce que j'ai fait . Cela marche mais je n'arrive pas à savoir qui à changer quoi ? et quelles sont les leads qui ont changées de propriétaires . Et à quel moment .…
Mirroring values from organization fields into deal fields
Could find anything with the search, that's why I need your help. I'd like to copy values from organizational fields (key account) to deal fields (key account) to speed up processes whilst creating a deal. FYI - We do use an API to pull data into our dwh and it's much easier to pull everything just from deals as bits from…
Improving Workflow Automations
It would really help if PipeDrive would develop management tools for workflow automations. I am the administrator for our company's account. We have MANY workflow automations. Currently, there is NO WAY to: * organize them into user-defined categories, * quickly view how they are constructed, or * manage automations…
Integrating Outlook with Pipedrive - Help
Hi Guys, We're looking to build a Zapier integration with Pipedrive for all email enquires that flow through. The Process Every time an email hits our admin email account - we want to create a deal on our admin Pipeline, so the entire team can see enquiry - who its from and the basic details as well. The issue is, we may…
파이프드라이브 워크플로우 예시: 성사된 거래의 복제 + 복제된 거래의 파이프라인 이동
질문: 파이프드라이브에서 Sales 단계를 관리하는 방법은 알겠는데, Customer Success나 Account manage는 어떻게 진행해야 좋을까요? 답변: 파이프드라이브의 워크플로우 + 복수 파이프라인 생성을 통해 영업이 완료된 거래의 관리가 가능합니다. 활용 예시: * 계약이 완료된 거래를 영업팀이 아닌 고객관리 파트에서 관리하고 싶을 때 * Account managing을 통해 Upsell / Onboarding 진행상황을 트래킹하고 싶을 때 이 경우, 성사된 거래의 복제 및 복제된 거래의 파이프라인을 이동함으로서 영업 시 축적된 데이터를 유지하며 고객관리를…
Email Tagging in Workflow Automation
I built an automation to add a person that requested my "Ultimate Guide to Hood Cleaning Marketing". It's a simple form built in WP Forms and I use Zapier to move the person into PIpeDrive. Once there, a deal is added and an email is sent from a template (which reveals the link to download the PDF (link bait). All this…
Hello everybody. Please does anyone know how I could automate a note in business? I would like when
Timed automated workflows in Pipedrive
Hi everyone, I was wondering if any of you had a solution to a workflow automation I'm trying to set up. I would like to set up an automated email sent to the customer 30 days after the deal was set to won. The email contains a google form doc asking the customer for feedback on the service. I can set up a simple trigger…
I am trying to create a prospecting cadence. Please help.
I would like to create a prospect cadence as follows, and am having trouble determining whether I can do this in automation. * Upload list, or select contacts to add to cadence. * Automatically create an activity to call the prospect and call the prospect through pipedrive voice. * Automatically create an email from…
Can Workflow automations include both deal and contact fields?
Deal stage changes. Email template is triggered, based on which template was previously sent to the contact. (contact field,NOT deal field) Once workflow automation is completed, contact field is updated to reflect the most recent email they received. Goal is to send unique emails regardless of the number of deals a…
Automated Workflow - Bulk Deal Status Update
I was nosing around in Workflow Automation. Am I overlooking how I can create a workflow for a Deal action of no action? I want to update the Deal Status as Lost and cite one of our Lost Reason values (past 30 days), when a Deal has aged greater than 30 days and there hasn't been any other updates to Person record,…
Creazione Persona + Azienda con Zapier
Buongiorno a tutti! Sto cercando (invano) di creare uno zap partendo da un form di elementor (wordpress) che crei sia una persona che un'azienda, naturalmente collegate tra loro. Nonstante cerchi di utilizzare gli elementi forniti da zapier per portare a termine questa automazione, purtroppo il risultato è sempre la…
Workflow automation Deal status closed and won
Hi! We have a long production time after we have won a deal. So I would like to add a mail automation when a deal is closed and won. What I would like to do is sent out an automatic mail after 45 days when the deal status is set to WON. This is a final "you can still change something to your order mail". I only see the…
Workflow automation for received emails
A great feature for the future would be a workflow automation, which creates a new activity once an email with a predefined subject is received. The predefined subject would be easy to implement, since a template can be used for the email sent. Email sent and email received will then have the same subject and the activity…
What software do you recommend for automating follow-up emails through PipeDrive?
Hi Everyone, I'm looking for recommendations for software that will allow my sales team to send automated follow-up emails to those new prospects we put into PipeDrive. I've also heard of software that allows for automated LinkedIn messages. Can this be done through Pipedrive? I appreciate any advice! Thank you,
workflow automation should send an email in 11 months
@Inês Batata Does anyone have know how to setup a automation when a deal is won a email should be sent out the deal contact in 11 months to follow up?

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