Automations

Pipedrive Automation Builder Help
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?
Are Date based automations running?
I have a set of date based automations that are not running at all
How do we integrate our external API into Pipedrive
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
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…
Can you have a deal move to a specific stage if you receive a new email?
Hello, My company has just started using Pipedrive and I am trying to set up some automations to help our sales process. I am trying to set up an automation so that when a client replies to our email it moves the deal into a specific stage labeled Client Replied. Alternatively, maybe instead it could automate an activity…
Personalized fields when using AI generated emails
Hi there! New user of Pipedrive here and been enjoying the experience and functionality so far. I've gotten a good workflow going on using Make and Pipedrive, I'm parsing leads and deal information coming in via my own email and pushing the data to Pipedrive (person creation, deal creation, product, and linking all of them…
Automation - Send Notification as Email (not personal linked email)
I want to send an email notification based on automation. Something like: send email notification to distribution group 35 days before custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive. I don't want all my email synched AND the automation…
Automation with Email Notification (not from personal linked email)
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
Automation, Deal value Multi Currencies
I've got a condition where if deal is less than £180,000GBP ARR then I can allow the deal to move to the next stage. However for larger deals I need to get financial approval from another department. I can get it working fine for GBP but I don't want to have to duplicate my logic for every currency I support. Ideally…
Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
Manage Item Followers
Hi, everyone! I'm wondering how to set it up so that when someone is no longer the owner of an item, they automatically stop following it and no longer receive change notifications. Since they’re no longer the owner, it doesn’t make sense for them to keep receiving updates.
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…
Colleagues Emails send from my email box (EN/FR)
Hello everyone, I'm having an issue with my automations. When my colleagues use them (even though I am not active in the process), the emails are still sent from my mailbox. With the number of colleagues using them, this results in hundreds of emails being sent, which ends up blocking my mailbox. I can no longer send or…
New: Automations notifications to help with troubleshooting
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
How to attach an email automation to a team member?
I am actually building automation to convert lead into deals, with automatic allocation to the right pipeline, and at the ame time sending a confirmation email to th elead that they would be contacted soon. Eah of my Pipeline in Pipedrive concerns a team and each team has a sales manager, so I would like the confirmation…
How can I move a deal from one pipeline to another using automation?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
How can I automate adding a deal to a pipeline
For my closed lost deals, I want to auto-add these deals to a different pipeline to nurture. I am trying to create an automation, but I do not see the option to select the pipeline for a deal. Can anyone advise?
Add label to a lead depending on a choices from a Pipedrive Webform
Hello community ! I was wondering if it was possible to : automatically add a label to a newly created lead coming from a Pipedrive Webform the label should be based on the status of a field of the Webform I can't see how to do it using Automations… Many thanks for the support ! Aissa
Is there a way to cancel a "Delayed" action in a Pipedrive automation?
Is there a way to cancel a "Delayed" action in a Pipedrive automation? I have an automation with an action that is delayed a few days after it's trigger happens. The action is the sending of an email from a template. I would like to cancel the sending of the email between the trigger event and the end of the delay. Is…
Marketing Automation Comparison
Pipedrive has a campaigning tool, but we've been working with a different marketing automation platform years before starting with PD. Has anyone made a comparison between the main marketing automation platforms like Hubspot, Zoho, Campaign monitor, Mailchimp for instance? And what was the outcome?
Send a Separate Email for Each Deal Transfer
Please implement a feature that sends a separate email notification each time a user is assigned a deal. This should work similarly to the existing functionality where a user receives a separate email for every comment on a note they own or have commented on.
Email Template Automation Fail
I set up an email automation workflow but after the conditions are being passed, it failed to send the email. How can I know what went wrong? I removed the insert fields in the email template so this is just a purely text email but still failed. Where else do I need to check?
Problem with Automatically Assigning Tasks to the Deal Owner in Pipedrive
Hello, colleagues! I’ve encountered an issue in Pipedrive that I can’t solve using standard methods, and support hasn’t provided a working solution. I hope someone has dealt with this before and can suggest the right automation setup. ⚡ Workflow Scenario: A manager manually assigns an owner to a lead. When the lead is…
Feature Request: Synchronize Organization Labels with Linked Contacts
Current Limitation: When an organization's label changes (e.g., from "Prospect" to "Client"), the labels of linked contacts do not automatically update to match. Requested Feature: Implement automatic synchronization between organization custom labels and their linked contacts' labels. Use Case Example: Custom label…
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Automation based on Products within a Deal
I would like to create a set of automations that run based on products that are in deals when they are won. However, I cannot find a way to do this. The instant conditions for deals does not include the ability to filter based on products within that deal. The only workaround I have found is to say that the deal price is…
Email automation
Hi, I have an email automation project going on and have run into some hiccups. The idea is to import a value from excel into pipedrive as the deal value. This import will trigger an automation which sends out an email to the deals' contact person. The trigger switches on whenever I edit the value of a deal, I have about a…
Admin should be able to activate automations for their team
I'm new to using PipeDrive Automations. Can someone at PipeDrive PLEASE explain to me, when I as an Admin create an automated workflow that all members of my team must use, why EVERY user has to go in and accept/activate EACH automation??? It isn't their choice whether they want to use it or not… it's our PROCESS that all…
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!
Automations for welcome emails
Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't…

Automations

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