Workflow Automation

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…
Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
Managing automations for my team
I'm the technical and process lead for our sales team. As such I need to setup automations for all our sales reps. One use case is that when a lead is converted to a deal an email should go out from the sales rep that converted the lead to a deal from the lead inbox. Due to today's security restrictions each sales rep has…
How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
email automation not working for team member
Hi - New PD user here. I created my first automation whereby it triggers an email template to be be sent to a contact when a custom field value is changed to "Yay". When I test it myself it works perfectly. However, when our one other PD user (also an Admin) tests it, the automated email is sent, but the email message…
Hello Pipedrivers! Question about the use of CRM software for B2B companies
I am writing a report about how CRM softwares can enhance the performance/efficicency of B2B companies and about why a CRM software is useful especially for companies in the B2B Market. Does anyone have any information about this? Any comments, your own experience or links to access articles/data about this topic would be…
Looking for inbound/outbound pipeline workflows & best practices.
Hi all, Hope this will resonate with some of you and get a discussion going. I'm very much interested about recommendations and tips regarding the best/most efficient way to handle inbound and outbound leads and deals on Pipedrive. More specifically, how to accurately track inbound vs outbound performance all along the…
Is it possible (or will be soon) to create a new Lead from a webform to pipedrive using zapier?
hello, we do have a webform on our site and will like to automate Lead creation with zapier but currently I only see "Create new Deal" as an option but not "new Lead". Could this be that it is because Leads is still in beta? if that is the case do you know when will this functionality be available with zapier or if there…
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on web
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on websites like a Chilipiper but integration only with Pipedrive. It helps prospective clients (leads) to book a sales meeting the moment they submit the webform on your website and get meetings automatically booked & calls…
Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
Dear Community. I wanted to ask you about your experience with implementation of pipedrive. Have you
Dear Community. I wanted to ask you about your experience with implementation of pipedrive. Have you used outsource partners to integrated pipedrive or something different? Our company have around 150 people and as you can imagine, there is a number of stakeholders to think about and to integrate (aftermarket sales,…
Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
Receive 'seller' leads from 'real estate' platforms on auto-pilot!
Are you searching for leads? Hi, there my name is Dominique Hoogsteder from Belgium and if you say leads then I can help you. We have build a lead importer and sniffle tool that we can install for you. We will find leads on demand, 24/7: * People that place their properties on the major platforms. * People that place their…
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?

Workflow Automation

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