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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…
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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.
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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
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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:…
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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}
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PM meets WA
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
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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,…
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How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…
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Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately
Hello , a few days ago I asked a question about Pipedrive Open API and automations but unfortunately I got no answers. Since it is a crucial task for our company in the way we could use Pipedrive I am still looking for an answer. Can someone please advise me to whom I could talk to about it? Or if you have any support…
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Delete uncompleted "To Do" Activities in Pipeline Stage
Hi Pipedrivers I am trying to build a workflow that has a number of follow up activities in a particular stage and an activity to be completed once we have spoken with the client. For example: * Follow Up Call 1 (Day 1) * Follow Up Email 2 (Day 2) * Follow Up Call (Day 4) * Good to Chat Email Sometimes we will get to chat…
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Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
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Automation - Executions log - Prototype testing
Hi everyone! We are currently working on a logging solution for Workflow Automation, in order to be able to check the status of an execution and troubleshoot it when something does not work as expected. We would really love to have your feedback about an initial prototype so that we make sure it covers your needs. If you…
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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…
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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.
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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…
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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…
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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,…
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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…
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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 (…
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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…
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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…
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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?
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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
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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?
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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.…
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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,…
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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…