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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.
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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…
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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
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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…
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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…
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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…
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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…
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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 :-)
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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?
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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…