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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…
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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…
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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…
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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.
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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?
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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.
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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…
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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?
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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
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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.…
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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!
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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,…
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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…
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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…
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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…
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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…
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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!