-
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.
-
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…
-
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…
-
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.
-
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
-
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
-
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…
-
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…
-
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.
-
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…
-
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…
-
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…
-
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
-
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..
-
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?
-
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!
-
Auto-Responders for phone and SMS
What auto-responders is anyone using to touch base with incoming calls and texts when you are unavailable?
-
How do you automate your sales workflow?
How do you automate your sales workflow?
-
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?
-
[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…
-
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…
-
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…
-
Anyone integrate a referral program into pipedrive? Any app suggestions?
Anyone integrate a referral program into pipedrive? Any app suggestions?
-
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…
-
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…
-
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…
-
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?
-
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…