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Feature request: Tree-like Workflow Automation
I really like to see the following feature: tree-like WA. EG: Trigger: New deal created. [condition] if [new deal = stage A: do B, C and D. if [new deal = stage W: do X, Y and Z. In this case, it would save time and effort of re-creating the automation for the W stage. For me personally, it would be a massive time-saver,…
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‘’It’s getting harder and harder to book meetings with prospects’’
This is what Patricia - a Pipedrive customer, discovered when they started doing Outbound. Patricia works as a sales rep in a SaaS company called Customeer which does Marketing Automation. They wanted a tool to scale outbound. A tool to automatically take prospects from : Unaware->Aware->Interested->Nurture. After trying…
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Is there a way to automate activity creation and completion?
I am looking for a way to automatically create an email activity and mark it complete when I send someone an email. Is this possible?
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Auto-scheduling activities pegged to a launch date. Is there a workaround?
We really want to be able to automate the scheduling of a series of activites. It seems that the workflow automation feature currently doesn't allow the due date to be set as '5 days before *date*'. Has anybody found a way to create the same result? If you could also use this feature then please comment. User story; As an…
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Names of variables in export are difficult for auromation and data analysis
I recently did a lot of heavy data analysis and data cleaning from pipedrive and it became extremely difficult to handle the names when using exported xlsx in different programs. “Organisation - variable” is a bit unlucky as the standarsd is using variable names without spaces - i.e. “Organisation.variable” or…
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こんばんわ。 特定のステージに入って◯◯日経過をトリガーとしたオートメーションを発動したいのですがやり方がわかりません。誰か教えてください。
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The #1 mistake that all sales teams make
Here's what is killing your Sales Outreach: Paying EQUAL attention to every lead! You see, your leads are at different stages in their buying journey. * Some are ready to engage. * Some are passive lookers. * Some others might just not be interested. How do you create a personalized and specific journey for leads in these…
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Formula e Lead Score no Pipedrive com Integromat
Fala pessoal! Desenvolvi (a V1) de um sistema de lead score no Pipedrive usando Integrmat e Sheets. Aqui eu mostro na pratica e tb como fazer. Se alguém quiser contribuir sintam se convidados https://www.youtube.com/watch?v=wdYYNbBFImk
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Automatisation Abonné
Bonjour, Je souhaite réaliser une automatisation lors de la création d'une offre en visibilité "Propriétaire seulement" d'ajouter une personne en abonné. Avez-vous une solution? Merci
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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…
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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?
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🗣️ 💬 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…
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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…
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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…
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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…
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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…
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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…
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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?
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📽️ 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 🔔
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🗣️ 💬 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,…
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Workflow Automation - Prototype testers wanted! [deadline: July 2nd]
Click here and enroll if you're interested in shaping the future of Automation! 🤖 🚀
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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?
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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?
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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…
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🗣️ 💬 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…
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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?
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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…