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From a Pipedrive Pro - How to Automatically Duplicate Deals in Other Pipelines with Links To The Fir
https://pipedrive.hubs.vidyard.com/watch/VrYu2U19h92jArpw85yPqz?ref=community_postIn this tutorial, our Pipedrive pro @Luiza Salomão returns to demonstrate how to use Workflow Automations to take the manual work out of duplicating deals to other pipelines on your Pipedrive account. 🔔 Be sure to check out the full Learn…
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Best native integration for email marketing
We have a set of automatic emails set up how do we stop the automatic emails once a response has been received to one of the emails . We work off one pipeline at the moment but would like to move emails that have been responded to to another pipeline for more attention and allow the non responsive email to continue its…
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Klenty Activity to Trigger Pipedrive Automation Task
I use Klenty for my email marketing and have the two platforms synced. I'd like to create a task via automation when someone has clicked an email link 3 times and opened any email 2 or more times. I can't seem to navigate this as an automation. Is this possible? Thank so much for any help or guidance. bh
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Talk-To-Text
Enhancement suggestion... Right now I have to open a google doc and talk-to-text then copy/paste into Pipedrive. It would be nice (and should be easy for you to include) a talk-to-text option to reduce manual tasks and enable better record keeping..
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NZ Pipedrive users: SMS question
Hi wondering if anyone based here in NZ is using an SMS tool you could recommend for 2-way-synced campaigns from Pipedrive?
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Pipedrive Automations NOT Working!
I would love some assistance in what’s going on Pipedrive don’t care to answer me really on facebook or email support. Spending £99 a month on the highest plan and set automations and they have stopped working. Everything is switched on but some reason they have stopped working. Any ideas would be much appreciated!
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Auto-Responders for phone and SMS
What auto-responders is anyone using to touch base with incoming calls and texts when you are unavailable?
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How do you automate your sales workflow?
How do you automate your sales workflow?
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Run one time Workflow automation
Is there a way to create a workflow automation and run it immediately? I am looking to batch duplicate many deals to prepare renewals for next season. Can I create a workflow that will duplicate those deals and run it?
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[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
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Identify Contacts origin per webform
Hello, Is there a way to identify the origin (which webform, of several webforms, it came from) Tag, or identify automatically a contact in a custom field, the form it came from, or some other way.. For example, 3 forms are on the web, and the contacts grow as the forms are submitted, later, I want to be able to know…
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Use case Automation - Send note field from deal to non deal related email automatically when deal ch
When you integrate webforms and creates a lead, and then the lead is automatically converter to a deal, the form data is held in a note. My need is that after I validade the deal data from the lead, I move the deal stage to the next and I want to send to a non deal related email the content of the deal note ( that contains…
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Anyone integrate a referral program into pipedrive? Any app suggestions?
Anyone integrate a referral program into pipedrive? Any app suggestions?
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New: Create cards, lists and boards in Trello from Pipedrive using Workflow Automation ⚙️ 🗒
What? We’ve made some major updates in the Pipedrive Trello integration to streamline your work processes within both tools: * Create cards, lists and boards in Trello from Pipedrive using Workflow Automation * Use Trello-related templates in Pipedrive Workflow Automation * Choose which Pipedrive fields to display under…
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Multi-Level Follow-up with different tools and timeframes.
Hey, we are a real estate wholesaling company and I need a follow-up automation with pipedrive. What we have is the following situation: People are inquiring for a property. They already get an auto email that we will contact them with the possibility of making an appointment with calendly. What I need is an automated…
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Automatic emails in workflow automation
Hi Everybody, I have the following case: * My Pipedrive is connected with my Gmail * I divided our pipelines in "Hunt Sale" and "Organic Sale" * Organic sale = A potential customer that creates a trial account on our website without us knowing him/her * They appear in Pipedrive automatically (one of our developers built…
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Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
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Different Automations for deals in different localities
Hi, We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good…
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Feature request: Tree-like Workflow Automation
I really like to see the following feature: tree-like WA. EG: Trigger: New deal created. [condition] if [new deal = stage A: do B, C and D. if [new deal = stage W: do X, Y and Z. In this case, it would save time and effort of re-creating the automation for the W stage. For me personally, it would be a massive time-saver,…
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‘’It’s getting harder and harder to book meetings with prospects’’
This is what Patricia - a Pipedrive customer, discovered when they started doing Outbound. Patricia works as a sales rep in a SaaS company called Customeer which does Marketing Automation. They wanted a tool to scale outbound. A tool to automatically take prospects from : Unaware->Aware->Interested->Nurture. After trying…
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Is there a way to automate activity creation and completion?
I am looking for a way to automatically create an email activity and mark it complete when I send someone an email. Is this possible?
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Auto-scheduling activities pegged to a launch date. Is there a workaround?
We really want to be able to automate the scheduling of a series of activites. It seems that the workflow automation feature currently doesn't allow the due date to be set as '5 days before *date*'. Has anybody found a way to create the same result? If you could also use this feature then please comment. User story; As an…
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Names of variables in export are difficult for auromation and data analysis
I recently did a lot of heavy data analysis and data cleaning from pipedrive and it became extremely difficult to handle the names when using exported xlsx in different programs. “Organisation - variable” is a bit unlucky as the standarsd is using variable names without spaces - i.e. “Organisation.variable” or…
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こんばんわ。 特定のステージに入って◯◯日経過をトリガーとしたオートメーションを発動したいのですがやり方がわかりません。誰か教えてください。
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The #1 mistake that all sales teams make
Here's what is killing your Sales Outreach: Paying EQUAL attention to every lead! You see, your leads are at different stages in their buying journey. * Some are ready to engage. * Some are passive lookers. * Some others might just not be interested. How do you create a personalized and specific journey for leads in these…
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Formula e Lead Score no Pipedrive com Integromat
Fala pessoal! Desenvolvi (a V1) de um sistema de lead score no Pipedrive usando Integrmat e Sheets. Aqui eu mostro na pratica e tb como fazer. Se alguém quiser contribuir sintam se convidados https://www.youtube.com/watch?v=wdYYNbBFImk
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Automatisation Abonné
Bonjour, Je souhaite réaliser une automatisation lors de la création d'une offre en visibilité "Propriétaire seulement" d'ajouter une personne en abonné. Avez-vous une solution? Merci