Automations

Workflow automation that triggers on received emails
A great feature for the future would be a workflow automation, which creates a new activity once an email with a predefined subject is received. The predefined subject would be easy to implement, since a template can be used for the email sent. Email sent and email received will then have the same subject and the activity…
What software do you recommend for automating follow-up emails through PipeDrive?
Hi Everyone, I'm looking for recommendations for software that will allow my sales team to send automated follow-up emails to those new prospects we put into PipeDrive. I've also heard of software that allows for automated LinkedIn messages. Can this be done through Pipedrive? I appreciate any advice! Thank you,
workflow automation should send an email in 11 months
@Inês Batata Does anyone have know how to setup a automation when a deal is won a email should be sent out the deal contact in 11 months to follow up?
Is it possible to have tally of units sold for a product in Pipedrive via Zap whenever a customer ma
How does the workflow goes?
Looking for a Pipedrive specialist
Looking to engage with a Pipedrive specialist to setup deal card automations between different pipelines and capture the right data for reporting. We are a SaaS company located in Sydney, Australia and need to capture the right MRR, ARR & TCV on each customer. This would be a paid contract for the project. Thanks in…
Org address formatting
By default, the form of an Organization Adress is one line separated by a comma "," This is really annoying when you need to use the data in other programs. However, I noticed in a webhook payload that it lists the below: Address subpremise emptyAddress street number 20Address route Sample LaneAddress…
Does anyone know a way to automove DEALS to a new stage based on a date, or passage of time?
For example, if a DEAL has been sat in a stage for the rot time of 2 days, can i automove it to another stage? Any workaround ideas are eagerly received.
How can I use automation to automatically send emails based on time since deal created?
Hi, How can I set up a workflow to email prospects based on time since the deal was created? Prospects can sign up for a trial of my platform. When they do this a new deal is created in Pipedrive and I send them an intro email using workflow. I would like to extend this to send them more emails based on a schedule of…
Workflow automation for Campaign emails?
Hi @Janis Rozenblats, I hope you are well! I'm looking at using Campaigns for our subscription renewal emails. I've the Pro account and access the Revenue Subscription feature. I'm hoping to do the following automation with Campaigns: when it's 1 month prior to revenue date end > send Campaigns renewal email. Is this…
Owner change on Stage change to whoever did the change
I'm trying to have an automation (i looked into zapier & pipedrive automations for the moment) that changes a deal's owner based on who changes the deal stage (user A changes a stage -> he becomes owner of the deal) Help please?
Wrong label notification on slack
Hi, sometimes my label notification "fonte" is coming wrong on slack. I think it is a integration error in this label. Someone can help me?
Apps to match up some HubSpot features not present in PIPEDRIVE?
We need to match up some features from HubSpot in a Pipedrive account, which are: 1.- An app or workflow to send all the UTM details from social media campaigns in Facebook and Instagram directly as new leads in Pipedrive 2.- Solution for round robin assignments for new deals or prospects 3.- An app to deal with support…
Mailchimp Integration
Hi guys we are looking to set up an email drip campaign via MailChimp, but we want to integrate this with the Pipedrive CRM. Right now the only documentation i can find is sending leads from Pipedrive to Mailchimp, not vice a versa. Any leads on this?
Create activity only if deal left in stage for x days - no way to add delay or refer to existing act
Our Deals move through pipeline stages automatically as things happen on our platform (via API). I want to create activities on the deals if they do not progress onto the next stage after a certain number of days. eg: * If in stage X for 2 days, create activity for deal owner to Y. However the only triggers are if…
Suggestion for workflow logs
Hi, An access to logs of workflow executions would be very very appreciated to be able to debug them. Even Pipedrive support team would love to have it. My proposal: * A raw log in csv format fed by actions which could be available from the admin pages (beware to use ';' and not ',' as there are plenty of ',' in texts) * A…
Is there a workflow When Deal is created, if person exists, do x?
I want to fill in a particular custom field automatically only if the person doesn't already exist. I don't think there is a way to do this - but just want to double check. Thanks.
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…
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…
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…
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…
Does anyone here know if Quotient can work with Pipedrive?
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…
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.
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
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:…
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}
Automations for project tasks
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
Notifications from Activities
In pipeline we can turn on notifications on deals, organizations and people when they are assigned to us, however, there are no notifications for activities that are assigned to us, I think this would be usefu l
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,…

Automations

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