Automations

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.
How to create a deal after sending a mailing
Hey Salespeople. I have a question to understand the common workflow and I really like to learn more about common practise. So, I got diffrent mailings, which helps me to make the first contact. What I need is the possiblity to create a new deal (if not exists) after sending the mailing. I go this way: => creating a filter…
Best way to manage 'No Answers'
Hi, what is the best way to manage 'no answer' calls. For example, when it takes 2 or 3 calls to actually speak to someone. Should there be a stage for each of the calls? Stage 1 Call #1 If answer, move to Stage 4 If no answer, move to Stage 2 Stage 2 Call #2 If answer, move to Stage 4 If no answer, move to Stage 3 Stage 3…
Change Pipeline Stage by date / days since?
Hi, I'd like to be able to automatically move a deal to a new stage in it's Pipeline either on a specified date or a certain number of days after creation or latest update. I have four main stages and I'd like to 'park' all deals in a fifth one between stages and have them automatically move to the the relevant stage at…
Create new deal through email
Is there a way to automatically create a deal through an email? like <business+newdeal@pipedrive.com> Let's say we have a special "VIP request" on the webside and I want every Sender not only as contact, but to create a Deal that i see immediately in my sales pipeline. I was looking arrount here, but could not find…
Workflow automation should be available at the company level, notthe individual level
One BIG issue with workflow automation is that they are linked to the person that builds them. That means that if someone else in the sales team needs to take over that workflow automation, they need to completely redo the whole workflow. I automated 18 months ago a sales pipeline that including 5 different types of emails…
Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
Combining Partner/Partner Contact For Address Labels
I'm a realtor and need to mail letters regularly. I usually am working with couples. I have them setup as separate contacts, linked together with a custom person field "Partner/Spouse." Example, couple John and Jane. John has Jane's contact linked on his page, Jane has John's contact linked on her page. I need a way for…
How to set up activities that are supposed to lead to an advancement in a pipeline?
Hi, Given the lack of email sequences and cadences or playbooks, I don't quite understand Pipedrive's value. To structure our sales process I was thinking of automatically setting up activities that may be needed to get a deal to advance to the next pipeline stage. For example, an SDR completes a call but the callee didn't…
Can we automate adding new recurring revenue ?
Hi, We are a sport leisure center and our billing is based on annual subscriptions. We'd like to track which "plan" our customers are on and when it expires. Is it possible to do that with the recurring revenue feature ? Can we automate with a Pipedrive workflow to add a new subscription to a deal (including amount, start…
Quando um negócio for dado como ganho no fúnil novos negócios, ser criado um novo negócio automatica
Tenho que fazer essa automatização, porém não sei como e não achei nenhum lugar que explicasse. Alguém pode me ajudar?

Automations

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