Automations

Want to send email 3 days after Person was created with zapier and PD
I'm a Pipedrive begginer and I want to send email 3 days after Person was created but I read that It's impossible with just Pipedrive. ( I read these posts: Workflow Automation Time Field Help creating automation to auto send email 3 days after deal is created) If I use zapier with Pipedrive, is it possible? If someone…
Worflow autiomation
Hi, We want to test workflow automation mechanics before starting them - for example, move the deal to a different stage upon some action. Do I understand correctly that a minimum time interval between steps is 1 day. So we cannot test anything for 5 mins, i.e do action and see if the deal has moved to a new stage?
🗣️ 💬 Campaigns: Q&A | volume 4
Happy Thursday, Pipedrivers! Another Q&A session here. I think I've exhausted all the questions and feedback after this post, so keep them coming in the comments ✏️ Q: Will you be providing a competitive analysis for other email marketing products such as Constant Contact? A: Yes. Expected at the end of Q3 when we will…
Turn Pipedrive list view into a Asana spreadsheet.
Hi all, We are working on www.touchapp.co to make Pipedrive workflows as fast as possible. Soon we are releasing the dynamic edit mode which turns Pipedrive deal or activity view into a dynamic spreadsheet. You can then tab and make edits to fields never having to point and click just like Asana. If anyone is interested in…
Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow a
Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow automation of an email to be sent out to the customer. However we are concerned that human error, may mean that a customer might be dragged to the wrong stage, and therefore receive and email they shouldn't. Has anyone found a…
Email Template in Workflow Automation
When creating an automation with the new version, I can't seem to be able to email an already created template. Am I missing something? Trigger: Deal Created Condition: Deal is not empty I have also tried a Deal Updated trigger like I had in previous workflow automations prior to new version and still not available that I…
Question Regarding Workflow Automation.
Who can help me here. I have set up a WA in the following. Deal = Won -> duplicate exicsing deal -> Update deal: Set expected close date " 1 year " There are some other things that the WA must do but that is less relevant for now. The issue: It executes correctly on every request EXCEPT for the expected close date. That…
L'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par S
Hello la communauté Pipedrive 🙂 On fait un webinar sur l'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par Sales 🔥 Nous partagerons les techniques & astuces à mettre en place facilement pour transformer votre #CRM en super machine à prospecter 💪 📆 Au programme du 20 Juillet à…
Send a Delayed Email?
I want to send our customers an email a week after we add their contact into Pipedrive. Is there a way of adding a trigger where I can set the date?
📽️ Webinar | Workflow Automation: Make your processes magic 🪄 💫
https://pipedrive.hubs.vidyard.com/watch/m5SFpKQ5yrqsB8kMtBgHbK?ref=community_postIf you couldn't make it live or if you want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
🗣️ 💬 Campaigns: Q&A | volume 3
Time for another week of recent questions > answers about Campaigns from users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: The new Campaign module is a great start. Does the module include the capability of creating a sequence of emails, triggered by an event in PD? If we don't have sequences,…
Workflow Automation - Prototype testers wanted! [deadline: July 2nd]
Click here and enroll if you're interested in shaping the future of Automation! 🤖 🚀
The new Sales assistant 👎
I am not a fan of the new format for sales assistant. I used to like being able to "Click all" and view within my current window, it now created a new window which seems like a clunky step backwards in terms of keeping a clean tidy user experience. I can't be the only one who feels like this?
Automação de envio de e-mail: para todos os e-mails relacionados ao prospect.
Fiz uma automação de envio de e-mail, porém eu tenho uma grande dúvida. Quando fazemos uma automação para enviar e-mail, ele manda apenas para o primeiro e-mail. Existe alguma forma de enviar para todos os outros e-mails em cópia?
Automation When deals created has stopped working?
Hi, We have various automation set up for when deals begin (eg Rename it when it's first created, add a whole heap of tasks when it's moved to a certain stage, send email when at another stage etc) This has stopped working and I can't figure out why? (they're still active on our automations page and nothing has been…
🗣️ 💬 Campaigns: Q&A | volume 2
This week we're answering questions that we get from Campaigns users like you! 🗣️ Post your own in the comments below and we'll answer. 💬 Q: Will we be able to add a campaign for only when a client is within a specific Deal stage? A: This can be achieved today with filters that contain the deal stage as criteria. At the…
Automation with Emails & Activities
If someone responds to the email that was sent as automation - does that cancel out / edit the activity that's also been created as part of the automation?
How J’achète en Espagne Used Automations to Increase their Revenue by 20% 🤖 📈
By integrating Pipedrive and Zapier and setting up workflow automations, Spain-based real estate franchising network J’achète en Espagne increased their revenue by 20% in the second half of 2019! Read their story to learn their secret 🔎 🧠 🔔 Be sure to follow Automation and Apps and Integrations to stay up to date on these…
⏰ Webinar: Workflow Automation - Make your processes magic | June 30th, 2021
Date: Wednesday, June 30th - Time: 7am PCT / 3pm GMT - 📍 Register now! Join Pipedrive pro @James Campbell and Product Manager @Nuno Oliveira for a discussion and Q&A session to find out the best ways to use our powerful Workflow Automation tool to make Pipedrive do the work for you, saving you time to focus on closing more…
New: Workflow Automation 2.0 out now! 🦾🤖
The new workflow editor lets you create sequences of events. What? Workflow Automation 2.0 is now fully available as the default workflow version. Any pre-existing workflows will remain on version 1.0, only newly created workflows will use version 2.0. For whom? All users on the Advanced, Professional, and Enterprise plan.…
Account Executives, would love to get your feedback on a product a small team and I are working on 👋
The main paint points we’re solving for are: * Jumping back and forth from your email to multiple different tools to keep context on your email conversations with prospects (e.g Excel, Notes, Trello, Airtable) * Spending hours on following-up with active deals in your pipeline, which sometimes causes you to miss follow-ups…
When Deal is Deleted (or Lost), Then Delete All Associated Activities
Here is a screenshot of the new Automation creator. I love the new ideas and automation workflow. Here I have selected the trigger for when a deal is deleted... but the only action to take regarding activities is to create one? How does that make sense? It seems more appropriate to be able to delete any/all activities…
Looking for inspiration to automate calendar meetings
Hi there! I am trying to automate process with our external call centre. What call centre do: * call people, when they agree with meeting, schedule meeting * meetings are created in shared internal google calendar (with no guest in calendar) What is the problem: * someone needs to take the meeting from calendar, create…
B2B lead generation: Post-event activities
Hello, I work for a small SaaS company and we will be exhibiting at two events in September this year. However in the past we have struggled to create effective post-event nurturing campaigns. In most occasions, all of the leads went through them same automated process: * 1st email explained the company and its solutions *…
🗣️ 💬 Campaigns: Roadmap and Q&A | volume 1
Check out our roadmap and FAQ for Campaigns below. 🚀 Got questions? Just reply to this thread! Hello, Pipedrivers. Let me quickly introduce myself. 👋 My name is Janis, I'm the VP of Product at Pipedrive, overseeing the development and release of the marketing product offering. I would like to regularly share answers to…
Import leads doesn't trigger sending emails
Hi, I created an automation action, and the trigger is "Lead created".. It works fine when leads are added manually, but everytime when I import them, the action is not triggered. Anyone experienced this issue?
Is hubspot worth it?
We want to add targeted mailing and create work flow automation. I have looked at hubspot which looks comprehensive but is expensive and would also likely mean we move to their CRM package to be more seamless. Does anyone have any suggestions on an equivalent option for pipedrive or if hubspot integrates easily to…
What are some good automations revolving around text Messaging? Thinking something along the lines

Automations

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