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Can I create Private Workflows that my others users can't see?
Hello, Once I activate a custom workflow I have created does it automatically apply to all users in my company? I am looking to create private workflows for now for testing purposes but may want to roll them out to the company later. Thanks!
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Workflows driven by overdue activities
Hello... I had discovered the possibility to create workflows based on activity due dates - unfortunately not so specific that the workflow is only triggered when an activity is really overdue. Are you planning an extension here? Overdue activities are exactly what we want to avoid and a reminder via Slack would of course…
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New Workflow Automation action event: Add Product to a Deal
You can now use Workflow Automation to automatically add one of your Products to a Deal as an "action event" to save you valuable time and prevent repetitive work. Common Workflow Automations to set up with this action event: * Add a product when a deal is created * Add a product when a deal is moved to a specific stage in…
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How to send automatic mails in the customer's language, with deal as trigger?
Every time I create a new deal in my pipeline I want to send a mail in the customers' language to the customer. How is this possible.
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Creating different Activities based on a Label
I want to create an Activity when a Deal Stage is marked Done. Easy enough. But I also want to have a different due date for the Activity based on the Person Label (Using Hot, Warm, Cold) So every time an Activity is completed for a Hot lead it creates a new Activity due in say 2 days. Every time an Activity is completed…
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Automations
A peek into some of the automations we have going for the curious. (SERVICE) is for the service pipeline which we plan to utilize for customer service sales people to send requests to production to remedy an issue at a customer site. Everything else is for our SALES pipeline. 'Support Request' is a custom activity we have…
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Data Validation by Stage
Hi All, Does anyone know if it's possible / how to implement field data validation based on a deal moving to a specific stage of a pipeline. For example, if I add a custom person field to an organisation, how could I ensure that the email address for that custom person object is populated when it moves to a specific stage.…
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What is the best process for this kind of automation?
I want to automate a bunch of Activities (say around 10) that happen in successively longer periods of time. For example when a Deal enters and new Stage, I want to follow up after 1 day, then 2 days, then 3 days, and so on. I could add them all at once, but it seems clunky to have 10 Activities all scheduled at the same…
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comment être conforme RGPD ?
secAvec le système d'automatisation d'envoi d'email il n'y a aucun bouton qui ne permette de faire en sorte que la personne qui reçoive l'email puisse se désinscrire de la liste des prospects et ne plus recevoir d'email. savez-vous comment faire ? Merci
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🎥In Case You Missed It - Here's March's Update!
https://pipedrive.hubs.vidyard.com/watch/UaGW7SCcy1h8S3v1gpgFwC?In case you missed it - Pipedrive now has email sync connecting to your Leads in your Leads Inbox with more email functionality coming to Leads very soon. 🔎 Want more details? Read all about it in our blog article: * 🇬🇧 In English * 🇩🇪 Auf Deutsch * 🇪🇸. En…
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Automate Reminders
Is there a way to automate a reminder, specifically to follow-up on an email? Is there something I can click that will give me a pop-up reminder to follow-up with a prospect? Thx!
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Hi,
Hi, I'm new to Pipedrive. I'm looking to have New Deals generated from Squarespace dumped into Pipedrive and then have those new deals generate to a list in Mailchimp. Anyone have any suggestions?
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2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
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Need Help Setting up An Activity Workflow
I am needing help. I want to create a workflow that sets up an activity each time I am adding a new person to my database. I tried to see if this was already answered in the help center but didn't find it. I have one workflow already set up that sends a welcome email to all ne contacts. But I can not get my activity one to…
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Add custom Organization field to Deal Title (using workflow automation)
Hi all, For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf…
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Workflow Automation for Inside Sales Reps, SDR, BDR.
Anyone using WA for outbound calls/emails and automating the workflow? Does leads inbox help you manage your deals before converting to a deal. If yes has it helped you or others within your organization.
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Do workflow automated emails track opening?
Hi everyone! I am trying to automate and email through my workflow and I am not able to set up email tracking. My template has tracking and when it is sent outside the automation it works but not when sent with the automation - what am I doing wrong :) !?!?!?? THANK YOU!!
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Webhooks?
I have a client who owns a SAAS company/software. They want to be able to update deals in Pipedrive when a deal signs up to a trial and when they have paid. They said they have developers but would like some advice on what to tell their development team. They're happy to use Zapier or direct webhooks to PD. Could anyone…
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Show lost deals with calls more than 20 minutes
We use Kixie dial and want to be able to view calls which were longer than 20minutes that resulted in a lost (or won) deal. In Insights we can view calls which lasted more than 20minutes, but I can't attach this to deals to see how many long phones resulted in lost deals. Does anyone know how to do this? Thanks
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option_id for multiple option custom field
hi! i have a customized field with multiple options. the field is updated automatically with an Integromat automation based on an external mailing system(landing page). I want to make sure the automation does not erase past data in this field, and instead- updates it. I need the option_id of the various options in the…
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Dealbot in Slack: how to enable markup/carriage returns?
Hi, We're using Pipedrive & Slack. I've created an automation rule that does the following: When an Activity whose type is X has the Notes section filled in, Dealbot publishes these notes in a Slack channel. However, these notes come with zero markup, not even carriage returns (line breaks). Is there anything I can do for…
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Creating cadences
Does anyone know if there is an ability to create cadences in Pipedrive or will I have to manually enter all the follow up touches? Thanks!
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Workflow Automation (Before update)
If I want to create a workflow automation under the 'add new action button' there are two options when I click on 'Organization.' What is the difference between 'Deal organization' and 'Deal organization (before update)?'
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🔥🔥🔥 DUX-SOUP: Acelera tu crecimiento en Linked In
💛 Me animé a grabar un tutorial corto (5 min.) de una herramienta que ayuda a conocer a más personas en Linked In en el menor tiempo posible (siempre buscando generar valor a la red) 3 recomendaciones para usar esta herramienta en Linked In: ① Cuida la frecuencia y tipo de redacción que uses en tus mensajes ② Busca ofrecer…
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Pipedrive API automation 'glitch.' - Changing deal stages
I have been having an issue with Pipedrives workflow automation tool. To me the rules here are straight forward - I have a deal which when moved to 'Check/Send Contract' AND the org name matches ANY of the listed organisations in the conditions then the deal will move to another stage called 'Under Consideration.' Now the…
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New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
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We have customers who buy products/services which are current for six month, one year etc. How to de
We have customers who buy products/services which are current for six month, one year etc. How to deal with follow up by automatic for this issue. Lets say if a customer buy our online training current for 1st of January until 30th of June. I would like to have an automatic reminder two weeks before 30th of June (maybe…