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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…
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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…
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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…
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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…
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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…
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Does anyone here know if Quotient can work with Pipedrive?
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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…
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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.
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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
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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:…
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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}
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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
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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,…
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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…
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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…
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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…
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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!
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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…
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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…
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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.
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Question: In workflow automation, what does "is more than" mean for a single-option csutom field?
Greetings, I have a question on workflow automation, especially on a condition about single-option custom fields. In my account, each deal has a single-option custom field membership which can have one of these three values. * Bronze * Silver * Gold This is a sample workflow that is supposed to be initiated when a deal is…
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Automation Feedback
Hello, It would be great if there could be an automation that will advance a deal in the pipeline each time an email is sent from within the deal. So for example: After an initial email, I'd like to be able to send a follow-up email and have the deal advance to the '1st followup' stage. And then again, when sending another…
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Please create "did not respond" option(s), when the prompt after a call appears
Right now I'm struggling to create WA (workflow automations) to go around this issue. About 70% of my leads doesn't pick up the phone when I call them. This results in having to create a new activity (Call) and schedule it for another day. This in it self takes a lot of time and I don't want to waste my time every day,…
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Is it possibile to create a "person" + "organization", link them togheter, from an elementor form? i
Is it possibile to create a "person" + "organization", link them togheter, from an elementor form? i'm trying to do it, starting from a zapier's webhook, but the result is the creation of a "person" + "organization" NOT linked togheter. I really don't know if i'm missing something or the are some limititation from…
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Changement de propriétaire de leads
Bonjour, Je cherche à être informé quand un de mes commerciaux change la propriété d'un leads ? J'ai créé une automatisation mais elle me prévient uniquement quand il y a une modification mais je ne sais pas de qu'elle leads il s'agit . Voici ce que j'ai fais . Déclencher ( Organisation mise à jour ) Condition (…
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Automatische Feldanpassung je nach Unternehmensart
Hallo zusammen, bin neu hier und hoffe, mich an alle Channelregeln zu halten ; ). Ich habe folgende Frage: Wir haben unsere Kundenunternehmen nach Unternehmensarten eingeteilt. Besteht die Möglichkeit, je nach Unternehmensart andere Auswahlfelder zuzuordnen bzw. nicht benötigte Felder auszublenden? Vielen Dank für Eure…
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Intermittent Leads transfer from Facebook.
Hi. We have noticed in the last two weeks that leads from Facebook have been transferring into Pipedrive intermittently. Has anyone else had this problem? We also noticed that Facebook appears to have tightened up its security with repeated requests to change password. Are these two observations linked in terms of problem…