Automations

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.
Workflow automation logs
We have several automations running, e.g. adding products to deals, updating person/org owners, adding values to custom fields etc, however I can't see which records the workflow automations have run against, there is nothing logged in the Deal/Person/Org records either. Are there any logs where we can view this…
Monthly change in same deals' values
Does anyone know how to get the change in value of all deals using Postman? I want the values at the end of a number of given months (since the value of deals change during negotiations). I've been playing around with it since morning, but since I'm not a developer it's hard to get my head around some concepts! I need to…
Angebote über PD
Guten Morgen zusammen, evtl. könnt ihr mir helfen : Ich suche ein Add-on, über welches ich Angebote aus PD verschicken kann. Wichtig wäre mir dabei, dass man das Firmenlogo, besser sogar den ganzen Briefkopf als Grundlage verwenden kann. Paycove hab ich schon ausprobiert, dass war mir ehrlich gesagt zu kompliziert. Mit…
Calendly and PipeDrive
PipeDrive and Calendly I used Zapier to create a zap that creates a new deal in PD when someone schedules a meeting via Calendly. What I want is the Zap to be created as part of an existing deal (assuming one exists). My thinking is that it can be set up to add to an existing deal if the person who created a Calendly…
Automation - Communication Pipeline and Stage move on Slack
Hi! I have set up an automation to watch some specific changes in deals on different pipelines (and stages). I am communicating into a Slack channel and would like to integrate the Pipeline and Stage name before and after the change has happened. The automation works fine but the Pipeline and Stages are only communicated…
Does anyone here know if Quotient can work with Pipedrive?
Deal Workflows - No pre populated first name option available
i build workflows that are triggered by deal changes. First name, as autogenerated field, is only available if you work with person's details but not a deal. The same story when you build integrations thru Zapier: thru deal details only deal contact full name is available. Doesn't look personalized when your email contains…
Deal Owner changed filter
Looking for some tips... I would like to find a filter when a Deal or Person is assigned to a new Owner... When somebody manually changes a deal (or person) owner, I would like to automate that in Zapier. .. Having a hard time getting a filter that gets that result to use in Zapier.
HELP WITH LEADS AUTOMATION
Hello how are you? I'm having difficulties creating an automation in a way that converts the lead that came through X form to business in a certain funnel, can someone help me? I tried the support but the chat is not working
Ideas for Workflow Automations TUTORIAL
Hello Pipedriver 💎 If you would like to upskill your know-how on workflow automations, then these tutorials are for you! Along with some tips & tricks, I’ll share with you how to technically build 4 different automations that we have received your interest in: 1. When a Deal is Won - Move Deal to Another Pipeline:…
I'm trying to set up a work flow that when a lead is created by one person, it will send out an emai
I'm trying to set up a work flow that when a lead is created by one person, it will send out an email from a template, change the owner then schedule 1 month follow up (under new owner), then schedule 2 month follow up. [my issue is it won't set the follow ups to the new owner}
PM meets WA
Loving the Project management tool so far and started using it. Hoping will replace my xls files, smart sheet and Asana all in one ! Would be super if one-day specific Workflow automation is triggered with Project management tasks. Also would be nice to create subheadings or subcategories under some activities or a header
Zeitbasierende Automation / time-based automation
Ich würde mich freuen wenn man in Zukunft in den Workflow Automationen zeitbasierende Bedingungen oder Aktionen verwenden kann. Hier ein kleines Beispiel: * Wenn sich jemand in einer E-Mail-Serie angemeldet hat, soll eine Aufgabe mit einem bestimmten Titel und dem Datum der Anmeldung erstellt werden (z.B. letzten Dienstag,…
How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…
Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately
Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately I got no answers. Since it is a crucial task for our company in the way we could use Pipedrive I am still looking for an answer. Can someone please advise me to whom I could talk to about it? Or if you have any support…
Delete uncompleted "To Do" Activities in Pipeline Stage
Hi Pipedrivers I am trying to build a workflow that has a number of follow up activities in a particular stage and an activity to be completed once we have spoken with the client. For example: * Follow Up Call 1 (Day 1) * Follow Up Email 2 (Day 2) * Follow Up Call (Day 4) * Good to Chat Email Sometimes we will get to chat…
Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
Automation - Executions log - Prototype testing
Hi everyone! We are currently working on a logging solution for Workflow Automation, in order to be able to check the status of an execution and troubleshoot it when something does not work as expected. We would really love to have your feedback about an initial prototype so that we make sure it covers your needs. If you…
Asking for help!
* Added a "New Customized Field" in "Organization" with drop down options * Added same Customized Field to "Person" with drop down options * Bulk edited the newly added field from drop down options of '"Organization" Challenge- The same edit does not apply for "Person" Question - How to Bulk Edit both "Person" and…
Changing Sender Email
Hello, I am looking to change the sender email. I am sending many email on behalf of the founder and I need to be able to change the sender email. I don't want the receiver to see ME as the sender, but the FOUNDER as the sender. How can I do this from my login. I don't want to send from Founder's login. Please advise.

Automations

Discussion List