Automations

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?
Is it possible to have tally of units sold for a product in Pipedrive via Zap whenever a customer ma
How does the workflow goes?
Looking for a Pipedrive specialist
Looking to engage with a Pipedrive specialist to setup deal card automations between different pipelines and capture the right data for reporting. We are a SaaS company located in Sydney, Australia and need to capture the right MRR, ARR & TCV on each customer. This would be a paid contract for the project. Thanks in…
Org address formatting
By default, the form of an Organization Adress is one line separated by a comma "," This is really annoying when you need to use the data in other programs. However, I noticed in a webhook payload that it lists the below: Address subpremise emptyAddress street number 20Address route Sample LaneAddress…
Does anyone know a way to automove DEALS to a new stage based on a date, or passage of time?
For example, if a DEAL has been sat in a stage for the rot time of 2 days, can i automove it to another stage? Any workaround ideas are eagerly received.
How can I use automation to automatically send emails based on time since deal created?
Hi, How can I set up a workflow to email prospects based on time since the deal was created? Prospects can sign up for a trial of my platform. When they do this a new deal is created in Pipedrive and I send them an intro email using workflow. I would like to extend this to send them more emails based on a schedule of…
Workflow automation for Campaign emails?
Hi @Janis Rozenblats, I hope you are well! I'm looking at using Campaigns for our subscription renewal emails. I've the Pro account and access the Revenue Subscription feature. I'm hoping to do the following automation with Campaigns: when it's 1 month prior to revenue date end > send Campaigns renewal email. Is this…
Owner change on Stage change to whoever did the change
I'm trying to have an automation (i looked into zapier & pipedrive automations for the moment) that changes a deal's owner based on who changes the deal stage (user A changes a stage -> he becomes owner of the deal) Help please?
Wrong label notification on slack
Hi, sometimes my label notification "fonte" is coming wrong on slack. I think it is a integration error in this label. Someone can help me?
Apps to match up some HubSpot features not present in PIPEDRIVE?
We need to match up some features from HubSpot in a Pipedrive account, which are: 1.- An app or workflow to send all the UTM details from social media campaigns in Facebook and Instagram directly as new leads in Pipedrive 2.- Solution for round robin assignments for new deals or prospects 3.- An app to deal with support…
Mailchimp Integration
Hi guys we are looking to set up an email drip campaign via MailChimp, but we want to integrate this with the Pipedrive CRM. Right now the only documentation i can find is sending leads from Pipedrive to Mailchimp, not vice a versa. Any leads on this?
Create activity only if deal left in stage for x days - no way to add delay or refer to existing act
Our Deals move through pipeline stages automatically as things happen on our platform (via API). I want to create activities on the deals if they do not progress onto the next stage after a certain number of days. eg: * If in stage X for 2 days, create activity for deal owner to Y. However the only triggers are if…
Suggestion for workflow logs
Hi, An access to logs of workflow executions would be very very appreciated to be able to debug them. Even Pipedrive support team would love to have it. My proposal: * A raw log in csv format fed by actions which could be available from the admin pages (beware to use ';' and not ',' as there are plenty of ',' in texts) * A…
Is there a workflow When Deal is created, if person exists, do x?
I want to fill in a particular custom field automatically only if the person doesn't already exist. I don't think there is a way to do this - but just want to double check. Thanks.

Automations

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