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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…
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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…
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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…
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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…
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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…
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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.
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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…
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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…
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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…
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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?
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Ability to add guests when creating an activity in a Zap
Hi there, I was wondering if there's a plan to add the ability to add a guest to an invite when it's created as part of a Zap? Or if someone has found a workaround? I'm using Calendly over the PD scheduler (my client doesn't want branding plus we're embedding the Calendly scheduler in our website). In the Zap I can set the…
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Is it possible to create Automation based on an Activity?
I'd like to know if its possible to create Automation based on a activity being created. I'm aware Zapier could achieve this, just wanted to see if it can be done within Pipedrive first
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Sending an automatic email to users that haven't answer
Hello! As we have our email syncronized to Pipedrive, is it possible to send an automatic email to the users of deals on a certain stage, only if they haven't answered our last email to them? It seems complicated, but as Pipedrive makes pretty much everything possible, I wanted to give it a try. Thank you!
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Pipedrive Roundtable: Benefits of multiple Pipelines
Join our Roundtable on Friday, April the 30th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Last time, we had more than 10 people joining in! This weeks topic: Benefits of multiple Pipelines! - What are the benefits of multiple Pipelines? - How can you efficiently handle them? - What about Automations? - Can you chain…
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Sum 2 values with workflow
Hi, Is there a way to automate a workflow that every time a deal is changed to "won" the value field is being updated with sum of 2 other fields? Thanks
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Let's help each other out! Any travel companies present?
Good afternoon, My name is Olmo from the Netherlands and I run a travel agency. Would there be any other PD-users with a similar occupation be interested in some brainstorming in how we can make use of PD in the best possible way. I'm facing several challenges (and I might be able to help you out on others): * A 'large'…
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Need Help - PipeDrive to Google Forms to Automate.io
Pipedrive is very weird in the things it lets you do and not do. I'm sure there is a method to the madness that I haven't learned it yet, but some of these limitations seem elementary. This may be a simple question.....we'll see: There is an "ID" tied to my deals that shows when I turn on the filter option for it. But I…
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Is it possible to automate the deal value to be the sum of two custom fields?
Most new client engagements for us are an upfront (one-time) value, coupled with a monthly recurring value. This doesn't fit with the subscriptions feature, so I wanted to create two custom fields on the deal record, one for upfront/one-time value and one for recurring value and then use an automation to set the total deal…
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GDPR Proof Email Sequences (Looking for a European Autopilot)
Hi, Our SDR searches the internet for leads, creates those in the lead inbox in Pipedrive, and then calls them in a row. I'd like to support him in the following way: after each call, I'd like him to be able to select an email sequence to set the lead on. He should be able to individualize any of the emails in the sequence…
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Pipedrive / Excel Sync
Hi everybody, I'm looking for the smartest way to auto sync different pipedrive filter views (ALL, Segments, Target groups) to excel files. What's the best solution for this task?
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Join the Pipedrive Roundtable!
Join our Roundtable for Tips and Tricks on Friday, April the 16th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
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Automate lead/deal registration
Hi, Can I automate the lead registration/ deal reg for my business? My 4 sources via which I get leads are WhatsApp, phone, email, FB messenger
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Intégration automatiques de personnes dans OFFRE
Bonjour Pourquoi ne peut on pas intégrer automatiquement autant de personnes que l'on veut dans nos offres ?? Pipedrive permet de suivre des offres pas des orgas alors on veut les informations dans les offres pas dans les orgas sinon je dois ouvrir un onglet pour l'offre et l'orga pour connaitre les différents…
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Automated Deal Scores
Hi all I'm looking to add an automated "Deal Score" field which depends on some user-entered custom fields. Not a very complicated process, but after a bit of digging, it doesn't seem like it is going to be possible without some sort of added webhook integration from another service. Essentially, I need to take a few…
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Logical functions in Pipedrive
Hi everybody, I'm looking for a way to add logical functions in pipedrive like IF FIELD a=x and FIELD b=y THAN FIELD c=z. For example IF COUNTRY = UK + SEGMENT = Marketing Manager OR Sales Manager THAN TARGETGROUP=UK Marketing Is this possible with Pipedrive? What solutions are you using for similar problems? Thank you!
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List of SALES AUTOMATION workflows to share in CRM Pipedrive 2020
I have more than 20 different type of AUTOMATION workflows done for different clients so far in Pipedrive. Would somebody like to share their AUTOMATION? I can provide full access to the details on how was done each of one, If you are able to share yours. NOTE: Sorry the English, this was done originally in Spanish and…
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I do sales for a few companies- could I separate campaigns in Pipedrive?
Hi, I was wondering if there is a option to set up a few campaigns and separate all deals as I do sales for a few companies and its getting abit complicated? Thanks!