Automations

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…
Deals and Pipeline set up for Saas Subscription products
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
Pipedrive Podcast by Evolve - E3: Workflow Automation
Bruce and Aaron from Evolve discuss Pipedrive Workflow Automation in their latest podcast episode. Covering: What is Workflow Automation? Real-life examples. 'Stacking' Automations to save huge amounts of time. How far can you take it? Do's and Don'ts Top Tips Spotify:…
Automatic Workflow and Imported Data
Hi, I know that automatic workflows don't trigger for imported data, but does anyone have a workaround for this? I am trying to automatically set a task everytime I import people from an excel file, but don't want set a task manually every time.
Setup , sales strategy and marketing Help
Hi people, I’m new to PD and looking for someone that can help me set up a decent flowing crm and also get me started with some automated marketing ideas. We are a service business so not really selling a product so our PD is very simple. Look forward to hearing from you. Sales strategies + Marketing.
Automation with different paths
Hey guys, how are you? I've been studying for a few days and I've been having trouble finding an automation that allows me to choose different funnels by selecting a custom field as a trigger. Can someone help me?
Create Deal Summary / Abstract - For Management Reviews / Approvals
I'm interested in creating a "deal summary or abstract" with the primary terms of the deal that are needed for review and consideration as part of the approval....management wants only certain data, not the entire deal history...and adding a custom checkbox option for approved / rejected / arrange meeting (or even an open…
KPI & Sales/Revenue dashboards
Hello everyone, I would like to have your feedback on the best KPI dashboard (sales/revenue dashboard) you have used so far. Among those which can be integrated to Pipedrive easily we have found Plecto, Dearlucy and Databox. Can I have your opinion on any of the above if you have used them? Is there any other software…
Pipedrive Automation Reliability
I have multiple automation workflows set up to create the next activity when the previous activity is marked done. Many times the next activity is not created even if it should have. There is no automation log like Zapier to look into why something worked or didn't. Because of this erratic behaviour and the lack of logs to…
Workflow working with child/parent items
Is it possible to work with child/parrent items of the triggering item? Like I use "Owner changed" on an organization as the trigger, and want the newly assigned owner of the organisation, to also be assigned as owner of any Leads/Deals/Contacts associated with the organisation. Likewise, I set a new owner on a Deal and…
What manual workflows do you wish you could automate?
Hey Pipedrive community, During the past month, my team and I have been working on a tool to automate manual workflows in Pipedrive such as logging data, copy-pasting external emails, and juggling tabs. Reading through the threads here was great to learn about repetitive activities that can be streamlined and how to help…
Automation: Linking of newly created Deal + Person + Organisation
Hi, Is it possible with the pipedrive automation to link together a newly created Deal + Person + Organisation? So far I have not figured that one out. I look up the existance of the Deal + Person + Organisation via Zapier, and if they don't exist I created them, BUT I cannot link them together and Pipedrive does not seem…
Proofreading and chosing email templates before sending
Hello, Is there a way to have an intermediate stage in the mail sending automation in which we could proofread and/or chose between different models of mail? Thanks in advance
Morjens Suomen Pipedrive-yhteisö!
Moi! Sain mieluisan roolin, kun pääsen antamaan vauhtia tälle Suomen Pipedrive-yhteisölle. Täällä onkin jo mukava määrä porukkaa! Minä haluan kollegoideni kanssa auttaa parhaimman osaamisemme mukaan teitä Pipedriven haltuunottamisessa ja tehokkaassa käytössä. Olen nyt noin kymmenen vuotta tehnyt erilaisia…
Verabschieden Sie sich vom manuellen verknüpfen von synchronisierten Aktivitäten!
Was wäre, wenn ich Ihnen sagen würde, dass die Aktivität auf dem Screenshot unten über Google Calendar Sync eingegangen ist und Kontaktperson/Organisation/Geschäft automatisch verknüpft wurden, ohne dass eine manuelle Eingabe erforderlich war? Schwer zu fassen, ich weiss :) Aber es ist zu 100% wahr - versprochen!…
Send automation-triggered emails from user that triggered it
It would be far more useful if emails triggered by a shared automation set the sender information to that of the user that triggered that action. For example, I authored a workflow automation to send emails every time an activity was added to a lead, but when any other user added an activity to a lead, the emails always…
📽️ Webinar | Custom-fit Pipedrive to suit your business’ needs | September 7, 2021
Register now 📍 | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive to…

Automations

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