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Move duplicate Deals in another Pipeline stage
Hello, There is the possibility that I get more then one Deal with the same organisation but another contact. I plan that the new duplicate deal gets moved to a Pipeline stage "duplicate" automatically. Right now my automatisation looks like this: But it seems like it's not working. I don't get it. If there is a new Deal…
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Parent - Child Deal Automation
Hi Team, We would like to see an option to Parent/Child deals with associated deals. We have a main pipeline for Signups/Registration and once successfull they will have deals made for 8 quarters. It would be helpful, if we can link those deals together and automate to move to different stages in respective pipelines(we…
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Is there a way to automate tasks' due dates to be calculated backward from a deal's "Delivery Date"?
Hi there, I'm combining deals, projects, and tasks within projects to represent an event delivery workflow. However, most tasks related to events don't really depend on when you start working on a project (E.G. "Banquet Orders") of the event, but instead are best built backwards from the event delivery date, as there are…
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Automatically Changing Deal Stage when telephone number is added to contact
Hello, i wonder if it is possible to change the deal Stage when I add the telephone number to an contact. So far i didn't get it wo work, as i can only change a specific deal, not everyone. In the red circle i can only choose a specific deal but i want the rule to be set to every deal. I'm quite new to Pipedrive so there…
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Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.
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Workflow Automations using campaign emails / send campaigns to deal participants
Anyway to send campaigns to the particapants in deals, not just the one linked person assigned to deal. And be able to do this via workflow automations? thanks
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Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
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Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this feature…
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Why don't my auto created deals trigger the Activity automation
Hi there, When a deal is "won" a new deal is created in another Pipeline in order for the back-office team to manage the deal. I created an Activity Automation for New Deals add to the Pipeline (which works fine when I create a deal), but the auto-created Deals don't trigger the same Activity automation. Am I missing…
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Proper branching (if/else/elseif) in workflow automation
Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth. Since it's also not possible to use dynamic values, we just abandon…
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Automation for Update Task Owner
Hello everyone! I would like to create a new automation in Pipedrive: Trigger: Deal is moved to a new pipeline Action: Update the owner of an activity previously created when the deal was generated. I can't find a way to make this possible in the automations panel, can anyone shed some light 😅?
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Assign lead with round robin distribution like Calendly
Hi, I need to assign leads to sales agents with a round-robin distribution (like Calendly). For example, I have 3 sales agents (A, B and C) and I want the leads to be assigned with low priority to A and B and high priority to C.
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AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
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Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
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Transfer labels from leads to deals
Hi all, It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it…
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Automated e-mail after deal = won + delay time + specific product?
Hi, Since our company sells notebooks with a refill system, I'd like to create an automated workflow where WON deals that purchased a specific product get an e-mail after 1 year. The workflow automation doesn't seem to have an option to filter on product type or category. Any tips on how I could set this up? Thanks! Olivia
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How Can I Automate this Deal Stage change?
Hi! I'm trying to have an automation that will update the deal stage and move it to the next stage once that deal's activities are marked as done - currently have my instant condition set as "deal activities to do count has changed to deal activities done count" and it has to be in the stage prior to the one I'm trying to…
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Triggering an automation from a Campaign
The business case would be something like this: 1 - Campaign about a new product sent --> 2- when a person opens/clicks in the links of the mail --> 3- Automatically send a personalized mail engaging with him Of course, this might be extremely intrusive but if you delay step 3 by a few days and that engagement mail has a…
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How to automatically create an activity and align time to certain custom time field
Hi everyone, I'm now assisting my client to figure out on automation workflow, however i'm having some problem here: Scenario: A home design company want to auto-create an activity when the deal has been moved to reservation stage. Script: We've created 2 custom field in deal: Reservation date(type: date) Reservation…
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Email Template Lead
Hi guys, I have been trying to setup a simple automation to send out an email template once a customer enters a pipeline (1 minute delay for testing purposes) Once through to this section I have selected the following options before progressing. Once I have completed the next stage before I can approve, the "Email Template…
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ERROR Message from my Automation: Invalid Data
Hi Community, i am trying to figure out, what this Message means and how i can fix this error. unfortunately i do not get any information where exactly the error comes from. i create a new deal in a stage in my pipeline. i get the data from my woocommerce shop with my make.com automation. i create a person, an organisation…
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Suggestion for Automation: send message with the sold product to Slack
I have a suggestion for development: With automations we send messages to Slack when a deal is won. I only also want to add the sold product in this message. Unfortunately the only option now is the value of the deal and not the product that was sold. Would be great if this can be added 😀
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Automations webhook are not available for non-admin users
If the users trying to trigger the "Automated Webhook" are non-admin users, they can't benefit from the feature. All users in my account should be able to trigger an automation that includes a webhook action. (if TRIGGERED BY ANY USER is checked) For example, this action can help them enrich data from external providers.…
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Automation chain cancel
in PD I noticed that you can achieve a lot with automations and a bit of creativity, although the automations are very limited here. We currently have an automation that sends out chain emails, those are being sent with some days of waiting in between. We want to make it so if we manually send an email to one of the email…
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Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
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No limit on days for date trigger automation
Hello! Our users get certified every two years. This means I would love an email to go out two years after their last training session offering the opportunity to come back for a renewal session. Unfortunately I'm limited in how many days I can ask for. Could this be set to a max of 999 for example (instead of 180)?
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How to stop automated email sequence after deal is marked as WON
Hi there! I have set up some email automation sequences, but now I need to know how to stop sending these automated e-mails when I mark deal as "WON". I can't find any way to solve this. Either Deal Status or Stage filters doesn't seem to stop sending these automated emails and now my customers are getting emails that they…
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How can I stop automations?
I have deleted an automation but all contacts who were in this phase continue to receive automations. How is this possible and how can I stop it? Please help! Thank you.
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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How do I stop automation?
Hello all, I have built an automation with 6 consecutive e-mails in one phase. However, deals that were in this phase continue to receive automated emails even if they are marked as lost or are in a different phase. Even if I switch an automation to inactive, emails continue to be sent. Can anyone help me with what could…