Automations

⏰ 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
How can I assign a label to a newly created lead using the organisations postcode?
I have tried an see know way of add a condition that is the organisation postcode?
Pipedrive + Touch: Cutting data entry and workflow time by 50%.
Hey all, Every sales team would like to spend more time selling and less time on CRM admin. Yet we know how critical data is to the business hence the CRM must stay up to date and hygienic. It's a challenge to all. To make CRM sales workflows/data entry superfast and delightful we have released Touch. The time taken for…
Atividades específicas para cada equipe.
Hoje dentro do Pipedrive temos algumas equipes com rotinas e modelos de trabalhos diferentes, por exemplo: Equipe de Pré-vendas, financiamento e de fechamento. Cada uma dessas equipes utilizam de atividades específicas, sendo assim, hoje todos os usuários conseguem visualizar e utilizar todas as atividades, piorando na…
PIPEDRIVE + LINKEDIN
Hi there, is there an addon where pipedrive searches for Social Media Profiles of a Person? For example - if I have a Deal with Mr xyz and Mr xyz has a Linkedin Profile than the Addon shows me that directly in Pipedrive?
🏆 🇩🇪 Success Story: How a six-person team manages all their leads, deals and suppliers on Pipedrive
https://pipedrive.hubs.vidyard.com/watch/jM79sFsN5p8cXd9uRWnucX?autoplay=1&muted=1⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. @Bernd Auer from PD Experts caught up with CEO of Charterbar Yachting @Ümit Uzun to discover how the Germany-based yacht charter company is benefitting…
create activities according to one date ?
Hi, i'm looking to automate some feature of my workflow. basically, i have a closing date for my sale. once i setup the closing date, i need a few activities to be created according to that date : One activity 2 week prior One activity 1 month afer One activity 1 year later One activity 4 years and 8 months later Is there…
Workflows - assign to user
It doesn't seem possible to be able to set a workflow where an activity (for example) can be automatically be assigned to specific user. Can this be looked at? Our emarketing system integrates with Pipedrive but all open/click/unsubscribe activities are shown to my users as 'hidden user' as they are automatically assigned…
New: Workflow Automation 2.0 is live! (gradual rollout) 🦾🤖
WA 2.0: When the trigger is met the steps are executed sequentially, in top-down order. For whom? * Advanced, Professional and Enterprise plan. * Gradual rollout starting May 12th What can I do with it? * benefit from more user-friendly look and feel * create automated sequences * add custom due dates to Activity actions *…
Workflows - assign to user
It doesn't seem possible to be able to set a workflow where an activity (for example) can be automatically be assigned to specific user. Can this be looked at? Our emarketing system integrates with Pipedrive but all open/click/unsubscribe activities are shown to my users as 'hidden user' as they are automatically assigned…
Workflows - trigger types
You be great to be able to mix the items in a trigger - eg a person field and an activity field. It is very limiting only being able to use one type.
Workflow trigger with new activity from scheduler
Is it possible to trigger a workflow WHEN someone book me an appointment using pipedrive scheduler?It seems not to work :-( I have created this workflow: Trigger event: activity created Condition: Activity subject contains XY Action: send an email But it doesn't start :-( (Meeting detail contain "XY" in "Meeting Name")
Payment Schedules - Activities / Revenue Forecast Export
Hi all. I have set up a payment schedule for a deal, which has the amount and the expected future date showing for each (say 15th of each month). However, am I able to make use of that future date field anywhere else? It would be good to create an activity off that date or even better would be to show that future date in…
Email & Subject intergration
Hi! Today I thought that it would be an amazing feature it when you went to send an email out of pipedrive the subject of that email would automatically fill with the title of the deal. I have no idea if its possible but it would be an amazing time saver if possible.
Web app CSS issue: field too small for the Boolean 'AND' in Korean
Greetings, This is about the CSS styling in the Pipedrive workflow edit page, especially about the width for the Korean translation of the Boolean AND. The Boolean 'AND' is translated as '그리고' in Korean, but the black rhombus box doesn't have enough space to contain all the three letters in '그리고'—it shows only the first…
How to centrally document country-specific information and link it to applicable organisations?
Hi, I was wondering if anyone has found a way to document in-depth country-specific information, like demographics, market trends, etc.? I would like this country information to be automatically linked to organisation pages of companies located in that specific country. Like that, there is one central country page to…
Help with automation - can a deal be "looked up" to extract data?
Hello Pipedrive forums, this is my first post! I'm working on building out Pipedrive to support reaching out to MANY clients to add them to a call generation/ad campaign. I am using an existing deal as a "master deal", and want to use the deal ID to look up the deal. I am thinking about adding the deal ID to a different…
Converting multiple leads to a deal and stage in your pipeline
Why can we not move multiple leads from our lead inbox to a stage in one of our pipelines? This would be much easier than converting each lead to a deal one by one.

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