Automations

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.
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…
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…
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,…
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…
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 (…
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…
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…
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…

Automations

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