-
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?
-
Group Creation
Hello, I would like to ask if there is the ability to create a group of people to have it ready to send emails.
-
How do you use Pipedrive?
I would be very curious to see how some of you fellow construction companies have your pipeline(s) built out, and what are some of the automations/custom fields you use for your sales and work fulfillment process. If anyone can reach out, we would be very grateful for your time. Would love to bounce some ideas off…
-
Sender of automised emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
-
Odd Glitch with automation or my mistake?
Can anybody tell me why the subject line initially populates properly with "Slice Verification" but then almost instantly changes to the organization name? (automation above) Below is a very similar automation and it does NOT have the same problem. The subject stays "Proposal Due"
-
Is there any way to automate a workflow for Labels
When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation? I cannot see how to make this automation work. Thanks
-
For an offer, how to retrieve the details of each product?
Hi Everyone, I am taking the liberty of writing to you because I am encountering a problem. For an offer, how to retrieve the details of each product? in terms of quantity and amount because only the global result is specified there thank you for your time Nicolas
-
Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
-
I created automation that sends email to new lead. I would like to measure email performance segment
Any idea how to do it?
-
Automated tasks at specific times of the year: How do one create automated tasks at specific times
Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start seasonal sales activities. We have seasonal sales of specific products. For example, in springtime, I want to have automated tasks for every account manager to contact all their accounts about specific…
-
Leads in Workflow Automation: Let's beta-test it!
⚠️ Update: beta-testing finished, Leads in Workflow Automation are now live! 🚀 --------------------------------- Please join the Pipedrive Workflow Automation beta-testing channel if you'd like to be one of the first to test Leads triggers, conditions and actions in Workflow Automation!…
-
How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a
How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a stage, the team needs to perform a sequence of tasks, one after the other. How do I create one workflow that will only create the next task once the previous task in the workflow is done?
-
Hyperlink in automation
Dag collega's, Ik kreeg op onderstaande post geen respons in de grote internationale groep (?), in NL is er vast wel iemand die me kan helpen :-) "I've created an automation that sends an email to a deal owner when there is a new deal. In this email i use the 'Organisation' and 'Contact' predefined fields. This ends in the…
-
Impossible to use contact tags in workflow automation ?
Hi, I would like to use tags in my workflow automation : for instance update a field if the contact has a specific tag, and update it if the contact has not anymore this tag... It there a way to do it ? or do i have to use Zapier ? Thanks Jean