Automations

Could I use Pipedrive for order management purposes as well?
Hello, We're using Pipedrive for CRM purposes and to track our sales leads and the different stages of the sales cycle. I was wondering if I could also use the platform (perhaps with certain app-like integrations) for order management purposes. My goal is to, as soon as a project is started and we're working towards…
Simple Way to track your prospect's website behavior using Google Analytics
Simple 3 steps to track your prospects website behavior using Google analytics completely for FREE * Activate User Ids in standard GA :- Once you activate this , it will create a dashboard " User Explorer " under Audience Tab. This basically gives you full view into how users are interacting on your website with timestamp…
Workflow Automation Question?
Hi, I'm trying to set up an automatic email to customer when there set up as a deal. Process seems easy but when putting email together it doesn't come up with templates or any where to write the email. Can someone help with this.
Workflow Automations: Automatically Includes Email Tracking
If I create a workflow automation to send an email based on a certain condition and I already have email tracking "on" for my account, will the automatic email be tracked to see if the recipient opened it?
Automated Notification
I want to create an automated notification, if deals stays in one particular stage for more than a certain time (let's say 1 week). How can i do that ? I tried with workflow automation but could not find a solution. Can you guys help me out ? Thanks in advance.
אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
Adding Deall when Contact Added
I would like to create a deal automatically when a new contact is added with a certain Label.. Can anyone tell me how to do that?
Scheduled export of filtered data, is it possible?
Hi there, I am trying to create a scheduled export of filtered data from PD. Is this possible from within PD? I also work with zapier on inputting data to PD but not sure if the export from PD will work that way. Any thoughts greatly appreciated. Cheers D
Is this workflow possible?
Two separate deal details fields: A & B A is single option and B is multiple option Only one of the fields can have a value selected for each deal. Is it possible to erase the value of A if B has a value and is it possible to erase the value of B if A has a value set? Or rather set the value to 'none'? Of the other field.…
Integration with housekeeping or cleaning software
Hi! Does anyone know if there are housekeeping or cleaning softwares that can be integrated with Pipedrive? We basically need something for housekeeping team task management and work allocation. The integration should be two-way: sending and receiving information. Thanks in advance!
Love Pipedrive but my costs are adding up fast
I don't really understand why I have to use other platforms for my email campaigns. I kid you not when I tell you I use 43 different programs and apps for my real estate business. Thank the Lord I don't have to pay for all of them but I still spend a ton. Being an independent agent and shoveling out money for CRM,…
Reason for loss not display
Hi, I've just use this workflow automation : * When an opportunity is moved to the "lost" pipeline stage, the status of the offer is updated to "lost". There is an issue with this automation : when I manualy change the status from open to lost, I can fill in the reasons for loss thanks to a pop-up message. When the…
Updating deal value from custom field
Hi - I currently have deals created automatically in Pipedrive when a website visitor completes a Typeform on the website. One of the Typeform questions is 'how much can you spend each month' - This updated a custom field in the Pipedrive Deal with the same name. I want this field to update the actual Deal Value field in…
Adding products in a Deal to the Invoice
I have created a Deal with multiple Products in it. I have closed the Deal, and now want to generate the Invoice. My account is connected to QuickBooks. I was expecting that the invoice will auto-populate the Products, but that is not the case. Is there any way to auto-populate the products and amount as line items for the…
Email Integrations with O365
I am looking for a very simple email integration with Pipedrive for predefined Email Campaigns, automation, triggers, etc. Very simple and ideally I would like it to send the email thru our Office 365 servers vs 3rd party like mailChimp style. They are one off, small quantity so would rather not have the newsletter style…
Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
What is the main reason you resort to other apps for email and automation (Gmail, Zapier, Integromat
What is the main reason you resort to other apps for email and automation (Gmail, Zapier, Integromatt, Drip, AutopilotHQ)?
Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
Labellcall (app which identify your customers)
Hey everyone Me and my friends created Labelcall app to identify a caller person that is connected with Pipedrive database. In simple words when someone calls you mobile app (Android only) shows you information stored in your Pipedrive I would like to ask you what information would be crucial for you as active users I will…
Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote
Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote. We tried to automate this feature using Zapier as well but no success. Pipedrive support also confirmed that this is not possible. But I think it would be very helpful. In fact most of the activities scheduled are…
Beta testers wanted for Revamped Workflow Automations (Advanced plan and higher)
Sneak peek below (wait for it…) : ) Hi! I’m inviting you to be part of a beta program, so that you have early access to the new Workflow Automation version. ➡️ ➡️ Want to know more? Want to enrol? Go here. ⬅️ ⬅️ (please don't comment in this post, it won't enrol you) Thanks!
What is your preferred method to automate and synchronize Pipedrive with third-party software?
What is your preferred method to automate and synchronize Pipedrive with third-party software?
ברוכים הבאים לקבוצה הישראלית בקהילת פייפדרייב הבינלאומית :-)
יצרנו פלטפורמה לשאלות ותשובות לקהל הישראלי. שמי דודו ציזנר מחברת לאנדוליני פתרונות, ואני מוביל את קהילת פייפדרייב בישראל מאז 2015. עכשיו כחלק מקהילת המכירות העולמית של פייפדרייב שמור לנו מקום של כבוד בשיח ובפעילות. אנחנו עושים דברים מדהימים בישראל עם אוטומציה מכירתית ואינטגרציה בין פייפדרייב למערכות אחרות ואין לי ספק…
How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
Now live: Workflow automation for leads 🤖
⚠️ Update: good news, Leads in Workflow Automation are now live! 🚀 ----------------------------------------- One of our teams has started to work on one of the most requested updates for our new leads section in Pipedrive. Which is to connect our leads inbox to our workflow automation feature. So are you patiently waiting…
Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruß Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
CRM Requirments
Hi community wanted to see if I could get some help in the following requirments our business has when it comes to a CRM. We are evaluation other options too (SFDC, Superoffice, Hubspot). I personally prefer Pipedrive but wanted to see if anyone had advice on the stuff below: * Tracking customer documents in the same…
Pipedrive mein Follow Up einrichten
Pipedrive mein Follow Up einrichten Hallo liebe Community, ich möchte gerne in Pipedrive mein Follow Up einrichten. Tag 1: 1. Follow-up Tag 3: 2. Follow-up Tag 6: 3. Follow-up Tag 12: 4. Follow-up Tag: 24: 5. Follow-up Tag 50: 6. Follow-up Nach Tag 50: Einmal im Monat Wie erstelle ich das einfach und simple ? Danke Florian…
Project Handoff Based on Product
We're migrating over to Pipedrive and we can't figure out how to hand it off to our operations team after we make the sale. We have a certain set of tasks we need to complete to prepare the sale for operation, but the tasks change based on the product we sold. Does anyone have a fancy workaround? Workflow automations don't…
Pipedrive mein Follow Up einrichten
Hallo liebe Community, ich möchte gerne in Pipedrive mein Follow Up einrichten. Tag 1: 1. Follow-up Tag 3: 2. Follow-up Tag 6: 3. Follow-up Tag 12: 4. Follow-up Tag: 24: 5. Follow-up Tag 50: 6. Follow-up Nach Tag 50: Einmal im Monat Wie erstelle ich das einfach und simple ? Danke Florian Hello dear community, I would like…

Automations

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