Automations

Create a Workflow Automation Triggered by Email Tracking Status.
I would like to be able to create workflow automations based on the status of the last email sent (if they have opened/clicked on the link/replied to an email). I am part of the workflow automation beta and it is not available to me. Is it doable?
Proprietà contatti in base al comune
Buongiorno a tutti, ho la necessità di creare un'automazione che mi permetta di assegnare la proprietà dei contatti in base al comune degli stessi, qualcuno ha già affrontato qualcosa di simile? Idee? Grazie mille Alessandro
Automations stops working randomly is anyone is having same issue?
I have created lot of automations and it just stops working randomly. is any one else having same issue?
Removing activities using automations
I'm trying to figure out how to delete activities if a deal is moved to a different stage in a pipeline. Currently I have automations set that create activities when a deal is added to a particular pipeline stage, but based on. my business, if a deal moves to a different stage, a different set of activities is required.…
SalesDocs Insights
Sales Docs Needs: * Insight Reports on which deals have quotes or proposals within sales docs. A simple yes/no would suffice to start * Insight Reports on conversion rate from proposal to close * API Event for when a sales doc is created * A count of total number of docs per deal, broken into sub-categories of proposals,…
Auto send email with attachment when new lead with unique identifier is added
Hi I am building a Qualify and Route leads chatbot. One of the options is for prospects to receive a report. Is it possible to have a workflow that automatically sends the report as an attachment to leads with a unique identifier, when the lead is loaded in the leads inbox? I'm struggling to make this work. * In the Leads…
Add "Accepted Scheduler Events" to Deals for Workflow Automation
We would like to automate "accepted" scheduler events so they can be utilized by Workflow Automation. Currently, when a scheduler invite is accepted, nothing is logged within the deal, so we are not able to utilize Workflow Automation to do anything specific to the deal...such as move to the next stage. Really weird you…
WFA reordering
Hola, does anyone have a workaround for reordering WFAs rather than having them display by creation date?
Pipedrive and Mintsoft.com API connection
Hi, I've made a connection between Pipedrive and Mintsoft.com. It is based on an API. Script is in Python. It Synchronizes products from Mintsoft with Pipedrive for 3 warehouses on two continents. Our script imports products from Mintsoft to Pipedrive. Only products with specified categories are synchronized. Name, sku,…
Workflow automation: recreate won deals
Hi! I've spent hours looking for a workaround for the following problem. I'm trying to automate a routinary process. I created 3 funnels of a pipeline: * To contact weekly * To contact monthly * Contacted The idea is to have lots of deals in the 1 funnel and lots in the 2 funnel, make sure to move the deals to 3 funnel…
Need help and guidance with Best Practice(s).....
HI, we are new to Pipedrive and have a couple questions: Background: we have a long sales cycle, and typically send 'samples' to clients long before we 'close' a deal (so, we need to followup with the client inbetween the sample sending and order stages). * What would be the best practice for logging efforts like 'sending…
The "Done" button for customization of fields in Person, Deal and Organization at top and bottom of
The "Done" button for customization of fields in Person, Deal and Organization. Can we get the "Done" button at the top and bottom of the sections? Can be annoying to have to scroll all the way down to the bottom of the field just to sign off on it when the change in the customized field is all the way at the top. FYI, I'm…
Populating custom fields
Is there a way you can use custom fields and auto-populate them with a merge field? I want to be able to auto fill some custom fields from contacts already saved in the system
Workflow Automation Query: Deal Probability Update based on Deal Stage
Following on from Jack Duff's post last year (https://community.pipedrive.com/post/stage-probability-should-set-probability-for-all-deals-within-that-stage-5ebc17b240e0286d0170308c), since this feature isn't available, how can we create a Workflow Automation that automatically updates the Deal Probability field based on…
Workflow automations for multiple pipelines - how to?
Hola, new user here - how would I set up WFA for multiple pipelines? Are the WFAs pipeline-agnostic or can I set up automations to only operate in some pipelines and not others? I'm thinking of emails triggered when person/deal moved from one pipeline stage to another, but these would have different email templates…
Gmail + Pipedrive
Is anyone using the Gmail add-on? I saw many folks got confused about installing it! It's a Google Workplace Marketplace app (NOT an extension), so it shows under "apps" in your Gmail. I've just recorded this quick video overview of the integration. Hope you enjoy it!
Notification if label was removed
A small step for me, but a giant leap for a lot of users. And it would contribute a lot to process security in Pipedrive: You can create automations when a label is added or changed to a deal, but not when it is removed. Some companies (especially larger ones, with visibility restrictions) mark organizations with an open…
A new way to automate manual tasks and workflows with Pipedrive. Finally landed in the Marketplace 🥳
Hi Pipedrivers! Last week, we finally got our integration approved in the Pipedrive Marketplace! Our goal is to help you automate your micro-processes and manual tasks that you do every day. And those things do add up over time! In fact, just logging CRM contacts takes 4h / week on average. Pretty insane to think about. I…
How do you check contact & organization social media activity and news?
I often do a scan of a contact and/or organization's social media activity and recent news prior to a call. It's a slow manual process, even though I have I have social media connections with most of my contacts. Is there a tool or add-on I could use to bring together LinkedIn/twitter/facebook/instagram etc activity as…
Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as
Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as done" the email activity manually. Is it possible that the email activity would mark itself as done, as soon as the email is sent to that lead?
Email Solution other than the default Pipedrive system
Hey Guys! Does anyone have a better solution for the automation emails when moving a customer between stages. The Pipedrive email system seems dated and basic, but I have tried others and can't seem to find an automation email that's does the job. I keep having to include an unsubscribe button, even though the email is…
What's the best way to trigger automation based on deal rotting?
Looking for booking system solution
Hi! we are looking for a solution where the process is following: * Call centre is calling our leads * They then put a slot in google calendar for meeting * Our sales then handle the meeting However, there is a lot going around - reminder emails, sms, follow ups after calls I am looking for a solution, where we could…
Email Marketing and Automation Integration
Hello Pipedrive Community. I'm looking for an integration for an email to be sent when a deal is marked as won. Are there any third-party platforms this could work with? Or is there any word, on when HTML templates would be enabled or available on Pipedrive directly?
How to automate an activity triggered by an incoming email?
I have a website where you can signup for our subscription based service. I would like the ability to send an email to pipedrive when a new user signes up and let this email be a trigger in Pipedrive to automaticly create an activity. Does anyone know if this is possible?
Does anyone use Pipedrive to manage customer service in insurance B2C?
Does anyone use Pipedrive to manage customer service in insurance B2C?
workflow includes a create deal action that doesn't have a linked contact?
Your attention is required This workflow includes a create deal action that doesn't have a linked contact. The workflow will stop executing correctly unless this issue is resolved. Update the workflow configuration to add a person or an organization to the corresponding create deal actions. What is this error why is this…
activity duration automation
Hi! I use activity automation, mostly for creating follow up activities for new deals. Most of these activities take only 5 minutes. When I create an activity from deal view I can set the duration to be as little as 5 minutes. But in the automation, the minimum duration time is 15 minutes. Will this be updated in the…
Should I use 1 or several workflow automations
Hi, we have a 6 stage follow up process when a quotation is issued, which starts within 1 day of the quotation date and runs for a month, involving a mix of phone calls and emails at different stages. I'm wondering if this whole process can/should be built into one automation, or whether we should create an automation for…
Fire a task to a deal owner when a previous task has been completed.
I want to set an activity 'to-do' task for a deal owner once another task has been completed, but you can't seem to get 'deal owner' information to assign a task to the correct person. I can't seem to do this. I currently have to set both tasks at same time (can have different timescales). but task 2. is dependent on task…

Automations

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