Automations

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…
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
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!
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…
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
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'…
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…
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…
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…
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?
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…
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
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…
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…
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!
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…
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!
It would be very useful to be able to resend group emails, to recipients who haven't read the initia
It would be very useful to be able to resend group emails, to recipients who haven't read the initial email only.
Editing process / fields / stages
Hi everyone! We've been on pipedrive for about year now and are going through some growing pains. As we prep our operations for efficiency and scale, I'm wondering how people handle editing the fields / stages and automation without breaking what's in flight. It'd be ideal if we had a staging environment where we can…
Automate set for specific weekdays
I am looking to set up some more automation, but I need help with a piece of it. I do certain work on certain days. Is there a way, if I use automation to create activities for me, can I set them to populate on a specific day of the week? Not just "3 weeks from now" but also "on a friday" or something of the sort. Thanks
Try the Customizable Whatsapp to PipeDrive integration
שלום חברים הוספנו אפשרות של סנכרון הודעות וואטסאפ לקונטקט בפייפדרייב + אפשרות שליחה של הודעות וואטסאפ מפייפדרייב עצמו מצורף הסבר מפורט יותר לנושא באנגלית אתם מוזמנים להרשם ולהתנסות בברכה צוות www.timelines.ai Hi people! Several months ago, we made a post about the WA<>Pipedrive integration that my team and I were working…
Adding tasks based on products in a deal with automation
I would like to create tasks for a deal based on whether specific products have been added to it. The only trigger I can find in automation is based on number of products, not a specific one. For example, if Product A is added and the deal is won, I would like to create a task for support to get in touch with the client…
Allow automation workflows to have priorities
Like sieve filters in roundcube, workflows should have priorities [which one gets executed first when two workflows have the same trigger or event filters] and there should be an option to stop execution of other filters. For instance, when we move a deal to a new stage, one workflow checks that all custom fields have been…
Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)
Join our Roundtable for Tips and Tricks on Friday, April the 2nd 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…
Stop an automated email going out on a one by one basis
I've got 50+ automations set up at any one time, and most of them trigger an automated email to go out to my clients updating them as to what's happening. From time to time it's not the right thing to send them though, so some way of stopping the email going out would be awesome :-)
workflow automation trigger
@Inês Batata I have created a task for every time a new deal is created, the problem is, when I go into the new deal and make some changes it adds all of the tasks again as if it was just created (again) How do I created the automated task to trigger once, when the deal is created, but only once?

Automations

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