Automations

Names displaying incorrectly after Zapier automation
Can anyone help? I've created an automated process going from a Squarespace form that creates a person in Pipedrive, creates a Deal in Pipedrive and then sends an automated email. It all works perfectly to the customer but for both the person and deal in Pipedrive the name doesn't display as normal i.e. John Smith but as…
New: Automation date triggers ⏱️
Happy Monday, Pipedrive community! A new and highly expected feature is already being released: the ability to set up triggers based on specific dates. What: You can automate tasks such as sending emails on your clients’ birthdays (the example shown above), sending email reminders for your upcoming meetings or scheduling a…
Project tasks in Automation to create Activities in Project?
Good evening Pipedrive Community, we have the challenge that we want to create an automation that look into the projects and if a task is checked as done with a defined title, it create a new activity in the project. Is it possible? We look into the Automation Dashboard and only see Projects or Activitys as Triggers but no…
Trigger if lead deleted and no deal created.
Looking for a way to delete spam contacts. Website form feeds into leads inbox. Lots of spam, looking at ways to minimize it but with AI things have gotten pretty difficult last year or so. I'd like to be able to automatically delete the contact when deleting a lead. If I convert to a deal it still triggers lead deleted so…
Campaigns and Workflow Automation - Branching Workflows
Hello! Active user of Campaigns and am looking to increase functionality and our marketing capabilities using standard functionality that other options have available. My issue is that Campaigns is severely lacking when it comes to compatibility with Workflow Automations, specifically when looking at branching automations…
How to remove follow up tasks once a lead is reactivated?
Howdy folks! I'd like to implement a long-term follow up sequence for deals placed into my "Long Term Follow Up" stage. These folks are interested in our service but aren't ready to move forward now. Once a deal enters this stage, I want to queue up a whole bunch of phone call follow up tasks, emails, etc. I know I can…
Create Activity in Workflow not working
Hey, can anyone tell me why this final step of my Workflow wouldn't be working? Basically, if a link is not clicked in a previous email sent, I want it to create an Activity with a Task within a deal. This is how I've set up the final step - any help would be greatly appreciated :)
Automation doesn't work as planned (email count changed -> move deal stage to specific stage)
As you can see below, I want to 1. whenever I send additional email for that deal (I use the batch email function from deal page) 2. Move the "deal" to "Contact Made" status regardless of where the deal was before. But it doesn't seem to be working. Help?
Merging deals based on custom fields
Hi, is there a possibility to create an automation to merge two deals based on data in custom field? Deal 1 is named: Best Company with custom field "VAT ID" = 123456789 Deal 2 is named: The Best Company with custom field "VAT ID" = 123456789 How do I merge them? The trigger is creating new deal and then check if the value…
Automatically add additional data to the custom field
Hi, I'm trying to set up an automation that overwrites data from a store custom field to an organization custom field. The problem is that it overwrites the data and the passing data does not remain. I thought I had an idea how to solve it trigger: deal has been updated condition: if the custom field of deal "A" is filled,…
Drag Files From a Deal into Email (Or Save into a Separate Folder)
Hey, I have to add photos or videos to specific deals. When I want to send out info on those deals I have to re-download the saved files and then send them as attachments via email. Is there a way we can drag saved files from a deal into an email directly? This has become a crazy long process
Automatic counter in deal custom fields
Hello community! I would like to post a message asking for help. Despite my research, I haven't been able to find a solution. I am looking for a generated digital automatic counter for business on the model (year + digital counter) example Case X: 240001 Case XD: 240002 XRDX case: 240003 …. I can't seem to find any…
Can I create an automation for when tracked emails are read a certain number of times?
I'd like to create an automation to send a follow-up email after an initial outreach email has been opened three to four times. Is this possible? If so, can I get pointed to an artical or video that can explain how to do so? Thanks, in advance.
Emails created by automation link to closed deals
We work a lot with closed deals. These deals have automations based off different activities including sending emails. I've only just discovered that these emails don't get linked to any deals that aren't set as "Open". Ideally, these emails should always still be linked to the deal that the automation was triggered from!
Automations & Calendar Notifications
I strongly suggest that Pipedrive can make possible to automatically send and email to the invited contact of a calendar entry when it's concluded, since it's only possible to send to its creator or the contact associated with the deal.
Rotting as an automation trigger
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
Duplicate deal date change
Hi, If anyone encountered this issue and found a work around I'd be happy to hear it. The situation is as follows - I made an automation that created a duplicate deal when I mark and existing deal as Won. I need the duplicate deal's expected close date to be set to a year from the original "Expected close date", but the…
Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
How can sending an E-Mail convert a Lead into a Deal + book a Follow-Up Activity 3 days later?
Hi, we have around 5 people cold-calling potential customers from the Lead Inbox and I want to save our employees time after each call by automating our workflow. After each call, a prospect who is interested will usually ask for an E-Mail with our contact-info. We send them via pipedrive so it would be fantastic if…
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…
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…
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…
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…
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.
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
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.…
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…
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…
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 😅?
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.

Automations

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