Automations

Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.
Automations to cancel when deal has moved stage.
I have all my activities automated and on delayed once marked as done in a stage. But I would like all the automation to stop in that stage, once the deal has moved to a new stage. Can someone please advise?
Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
Date trigger automation not running - can't explain?
Hi there - wondering if someone has come across this and has advice. I have an automation (several actually, but all similar) set up with a Date Trigger. Specifically set to run 1 Day After the Date Field (e.g., 1 day after Last Connection Date). Idea being to create a reminder activity to reach out. Thing is, it never…
Need Help with event-based automations for selling gigs
Hi everyone! I'm a bit stuck with setting up automations in Pipedrive and could really use some guidance. I run an entertainment business and need a simple setup (or at least I think it’s simple). Here’s what I’m trying to achieve: Event-based automation: I want to set an event date in the calendar and have automations…
Automation for removing leads when deal is created
Dear Community, I have a question related to automation, How can i automate any deal created in Pipedrive it get automatically be removed in the lead list? Any help would be highly appreciated.
Automations Visual Change: visualize active vs inactive automations better
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
Automation - Instant condition - Compare date
Hi, How can I compare if the expected close date is before today? If it is a date in the past. Can't see the option… Thanks!
Triggers to send email to project owner
Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
How to get assigned_at timestamp for deals?
I want to record the date/time when a deal was first assigned to an agent. Time to assignment is an important metric for us. Ideally I can record it within pipedrive in a custom field. Any ideas?
Feature Request: Automations with Import Function
Are you considering allowing automations to work with the import function? For example, uploading a list of deal IDs to trigger specific automations. Currently, bulk edit triggers automation, but bulk import would be more efficient for high-volume tasks like assigning products to multiple deals. e.g. I have 3 products that…
Get Notified When One of Your Email Automations Fails
Unless I am mistaken, there doesn't seem to be a way to set up an alert or notification for when an email automation fails. We rely on this email automation sequence to onboard our new clients and it would be helpful if we were notified if any of these emails fails to send!
Extracting information gathered in Smart Docs and adding to contact record
Hopefully, someone has a solution for this: When we send a contract for signature, we also include a text field where customers add their VAT/Tax number. Is there a way to extract this when the document is completed and add it to a custom field against the contact record?
Automate - unopened emails create a new task
Manual send emails, if not open in 3 days, create a new activity automatically.
How to define Deal-Owner as sender of an automated email?
Trigger: are 3 specific custom field in a deal filled? Actions: If yes: Move the deal to another stage. Send an email. The Issue: I want the email to be sent by the deal owner. I'm using a template (not ideal, but I haven't found another solution), which references the sender’s signature, as this includes a link to the…
Contact to Deal automation - doesn't work in 2 pipelines
Hi there, I got stuck on the following: Always when a new contact is created, I want a deal to be created automatically. Now we are working in two pipelines that need to be separated. But when I add a new contact in pipeline B that automation puts the contact to pipeline A. I tried to put the pipeline phase in the…
Feature Suggestion - due dates relative to expected close date
It would be a game changer for our business to have the capability to make due dates relative to the expected close date. We are caterers and we use the expected close date as the event date. We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is…
Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
How to Automatically Update Deal Stage Based on Lead Status (Custom Field) Change?
Hi everyone, I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to…
Better ways of using Pipedrive: Boost your sales with email templates and tactics
Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
Automations Needs an "Everyone" Filter Option
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
Increase Workflow Wait Time Limit
The limit for a wait for condition needs to be increased from 7 days. This is farrrrrr too low of a limit. Especially with no ability to detect if a timeout occurs in any type of split paths. This is just crazy. C'mon guys, I know you can do so much better than this! :)
Automatic lead archiving
Hi everyone, I'm new to Pipedrive and to be honest I'm also a bit new to using a CRM. I used to use Hubspot but switched to Pipedrive as it was far too complex. Before, on Hubspot to create automated email sequences, I simply had to create a dynamic list of contacts based on criteria (for example, the source) and once the…
Best practices for comparing outbound list (sent outside Pipedrive) with Pipedrive
Hi everyone, we have ca. 100K companies in our CRM and would like to check from an outbound list which leads might already be customers or prospects. We have several ideas, but they don’t seem like best practices yet - maybe you can advise a better workflow: Exporting Pipedrive deals through Coupler to Google Sheet and…
Wait For Condition
Hi all, I think i would be a massive help for me and many others if the 'wait for condition' feature lasted longer than 7 days. When dealing with customers a process may take longer than 7 days which means the wait for condition expires and they automation is useless. For example, if i have sent a document for the customer…
Filter By "Following" & Automate By Following & Automate a tagging feature
I would like to be able to create filters to see the screens of people that are "following" deals and people. Also, being able to automate giving them access to follow at a certain point in the deal would solve some issues. Lastly, if a deal was to get to a certain point I would like to be able to tag myself in the deal…
CONTEXT: The trigger : UPDATE AND CREATE
Hi, Pipedrivers! Are we able to when the task (activity) is update or created do an condition or an action in the same automation ? I want to avoid duplicating my work. Ex: If an activity is updated and contains the word: CLUB, then update all these fields. AND if an activity is created and contain the word: CLUB,…
Automate updating consent status to "subscribed"
I need to automate updating the consent status of new contacts to "subscribed" so my email campaigns can trigger. Currently, I do this manually. Is there a way to automate this within Pipedrive ? Any tips are welcome!

Automations

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