Automations

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…
Project Phase assignment via automation
I'm using projects and our team is loving it. One challenge we are facing is when we add tasks using automation, that we cannot assign the phase to the task and it gets added as unassigned. Is there any way to do this? If not, it would be a great enhancement to the new project feature. Please upvote if you agree. Thanks -…
Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
Email Automation for a reminder of a booked activity
I want to create an automation for our booked activities. If a person has an active deal and they are booked with our team for their next call. I want an email reminder to go to that person the day before their appointment. I have attempted this so many times and it is a big mess. I want the email to come from the person…
How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
Looking for help setting up automations, nurture/drip campaigns, etc
Hello-I'm looking for expertise in setting up automations, integrating with Facebook Ads, Zapier, etc. If someone has experience in the US mortgage industry, that would be highly beneficial. We're located in Colorado.
Hyperlinks in messages in MS Teams
Hello all Can't imagine this hasn't been asked before, but I just can't find it, so here goes: When you integrate MS Teams with Pipedrive, it's great that you can receive a message in Teams when something happens in Pipedrive. But... ...is it accurate that it's not possible to include a hyperlink to the activity, contact,…
Nurturing
the only way to do nurture MQL is via automatisation. I have created 3 sequences (Cold, warm, hot) of 5 steps ( mainly email). I have created a program to manage lead scoring ( but impossible to use campaign data as there is no API for this, only interactivity with you form, email , meeting). Here the issues : 1- Sequence…
Send email with another address than "User's default account"
Hi everyone! I'm creating an automation like this: A person use our "Web Forms" to contact us from our website This create a new deal When deal created, I send an automatic email to the person Is it possible to use another email addess than the "user's default email account"? I'm the only user in Pipedrive and I want to…
scheduler & automations
I have a question about the meeting setup. Right now, my AI answering service automatically sends the scheduling link to callers who want to book an appointment, which is working well. However, most of these people have never filled out a web form and aren’t in Pipedrive. I’d like to have a lead created automatically, but…
Inclusion of Automatic Calculation of Total Value for Recurring Products
Pipedrive currently limits automatic calculation for recurring products. In other words, if you create a proposal where: I have a product with a duration of 3 months; The Quantity of Items is equal to 2; And the unit value is equal to $50. There is no standard field capable of calculating this multiplication: 3 * 2 * $50 =…
Inclusion of "Billing Frequency" in Product Addition Automations
Currently, there is no field available in automations to include the frequency. Therefore, it is always necessary to select the frequency manually, which increases considerably the time required to prepare the proposal. For companies that sell more standard packages, this would be a great help.
Including a link to a deal in an email reminder to the sales team
Hi - we have automations set up to remind sales people by email when a deal has been in a pipeline stage for too long i.e. you need to move this deal along ASAP. It would be great if I could add a link in that email back to the pipedrive deal. Is this possible?
Email Template Automation - Facing Issues
Hi, I'm a new user to Pipedrive and this is my first time setting up email automations with you. I've used one of your templates - Email sequences to new leads - however, I've had to change it substantially in order to get the automation running. I have a couple of questions: 1) Lead Labels - I had to remove this from the…
Lead Inbox to Deal Pipeline Automation Not Triggering
I have a Lead Inbox to Deal Pipeline automation that is only triggering for me, an admin, but not for other users: Trigger: Lead Created; Instant Condition1: Product Line X, Instant Condition2: Lead Owner; Action: Create Deal in X pipeline with Linked person, Linked organization, Pipeline stage, Lead Owner, Product Line,…
Creating emails via API
We're in the process of building an app for Pipedrive, but I was shocked to find out that we could not create an email nor email templates via the API. We can neither create an email as a draft nor auto-send it. We also cannot create email templates via the API. Combine those two and it's obvious that we also can't trigger…
Automated NPS email every 2 weeks
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
Add Projects fields to available Date Triggers in Automations
Currently these are the only types of Date fields that are available as automation triggers: Please add Projects to this.
Automate making a Teams channel post when a deal signs
In our org, when we sign a new deal we create a Teams post detailing things like the deal date, amount and other details. I have connected Teams to my Pipedrive account but don't see an obvious way to make this kind of automation. Is this something that is already possible or could be added to the Teams integration?
Sawfish Pipedrive WordPress Integration Plugin
Hey Pipedrive community! Any of you using WordPress? Whether you're a developer, designer, IT admin, salesperson, marketing wizard, or business owner, Sawfish makes it easy to create seamless, high-performing pages - using real-time Pipedrive data. It supports both WordPress to Pipedrive and Pipedrive to WordPress Save…
Why emails from automation are sent 5-10 minutes later ??
Hi everyone ! I manage campagin emails and transactional emails in Pipedrive via automation. Ex: When a user submit a form on my website to receive content, it triggers an Pipedrive automation. This automation create the lead and then send him an automated email. The email is marked as sent instantly. And then nothing.…
Projects x Activities integration with ZAPIER
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
Tell me about scheduled actions in automation ?
I want to schedule an action in automation is it possible or just need to depend on wait condition
Linking a Lead to Activity via Automation
Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person
Automations Scheduled by Date
We need the functionality to schedule an Automation by date. Such as: Send email on the 3rd day of the month Create a lead on the 1st of the month On the last day of the month, send a Report or Dashboard link to an email address We could put this to use in this related post: Insight Report & Dashboard Auto-Send — Pipedrive…
How can I integrate Twilio's WhatsApp API into my existing automation workflow?
I currently have an automation set up where two follow-up emails are sent if a contact in a deal doesn't book a call. For the third follow-up, I'd like to send a WhatsApp message using Twilio, but I can't find a straightforward way to integrate this into the automation. Has anyone successfully done this, and if so, what…
[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
Automating Lead Assignment Based on Region
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…

Automations

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