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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…
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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:…
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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.
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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.
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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?
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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…
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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…
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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…
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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…
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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…
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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…
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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
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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…
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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!…
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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…
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📽️ 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…
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Pipedrive Open Api Automation
Hello all, I am currently trying to set up an automation that will be sending information of a client on Freshdesk to Pipedrive (I already have the Pipedrive extension installed on my Freshdesk account) but I am looking to send more information from what the current extension allows me to. For example when I am creating a…
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Adding more triggers to 1 automation
Why does not workflow continues.. what's wrong. There is only 1 action per trigger. Can you please check the image below why the automation does not work & what can I do to make it work?
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Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…
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Automatic Sales Cadence
I'm trying to figure out how to incorporate a sales cadence and set to "auto pilot" for 1) task reminders 2) emails 3) social reminders. Any thoughts for a tool within pipedrive. Not looking to purchase another solution, but would be open to separate solution that incorporates to Pipedrive.
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Help creating automation to auto send email 3 days after deal is created
Hi! I'm new to pipedrive and need help setting an automation. We're schedule to launch a LI campaign on Monday. Once the the form is submitted via LI, I have the automation set to create a person and a deal. I need to create an automation to send an email, based on a template, three days after the deal is created. Can…
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Allow additional email recipients from custom fields in workflow automation
I couldn't find this anywhere after a search. Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address: What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow…
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Vilket marketing automation system passar bäst ihop med Pipedrive?
Är det någon som kan rekommendera ett marketing automation system som lirar bra ihop med Pipedrive. Kommer tidigare från HubSpot världen där jag använt Sales- och Marketing Hub Pro. Jag funderar på ActiveCampaign och tar gärna feedback både gällande ActiveCampaign och andra system.
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Automation on deals already exist
Hello, I manage to create thousands of deals over API and put them in the first step of pipeline. Now I want them to take them and make follow up on them automatically. How can I do that? All the automation flows are for new deals/activities etc not for existing ones. Thanks
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Envoi de mails groupés depuis la vue prospects est-il disponible ?
Bonjour, savez vous ci l'envoi de mails groupés est disponible depuis la vue prospects dans la version "Professionnel" afin de faire directement du mailing de prospection semi personnalisé sans avoir à utiliser d'autres outils type lemlist ? Merci
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Automation advice to update activity owner
worHi all, PD newbie here so looking for some advice. We have an admin team who create appointments on behalf of the sales team. The owner of the deal is always the allocated sales person so when the admin create a new activity of type meeting for the sales appointment, is there a way to automate the setting of the…
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Higher Visibility on which filters are used in workflow automation
I hope I'm not the only one, but it can be difficult to keep my custom filters list clean. I'm updating my filter titles now so I can see which are "necessary" and which are junk. My suggestion is to add an asterisk* at the end of filters to denote which are referenced in currently active workflow automations as well as a…
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Looking for a Pipedrive expert to help set it up
I am looking for a nz based expert to assist me in setting up my Pipedrive for automatic lead generation snd processes Any one have any Referal for me please.
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Pipedrive Integration
Hello all, I am currently trying to set up an automation that will be sending information of a client on Freshdesk to Pipedrive (I already have the Pipedrive extension installed on my Freshdesk account) but I am looking to send more information from what the current extension allows me to. For example when I am creating a…