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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?
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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…
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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?
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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.
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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…
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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…
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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"
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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
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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
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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…
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I created automation that sends email to new lead. I would like to measure email performance segment
Any idea how to do it?
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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…
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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!…
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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?
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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…
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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
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Has anyone found a workaround for the lack of time-based triggers?
I would like to automatically schedule activities based on dates such as "Won Time", as I have several clients all with different Won dates. I'm eagerly awaiting the time-based trigger, but in the meantime, has anyone got a good solution?
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Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…
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Deal Unique Key
Hi There, on the Deal view I would need a visible field, authomatically filled, to use as a unique key. Any tips? Thank you! P
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Trigger automation based on deals going rotten
Does anyone have any ideas on how to trigger an automation based on a deal going rotten? Example: When a deal goes rotten, create an activity to follow up with the customer.
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How to avoid change name of company and other date from fields with AUTOMATION?
I believe this is possible to do with automation inside Pipedrive. We need to avoid that regular users change the following: * Company names * Certain custom fields (text) * Ownership of deals Anyone knows how can we do it using automation?
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List of cool and useful automations done with "Pipedrive Workflow Automation"?
Somebody know a web / list or whatever other source to know a bunch of interesting automations done internally with the "Pipedrive Workflow Automation" feature? I am looking for the idea of what to automate, not how to do it (which is pretty straightforward. I have tried to look for in the web but I don't find any…
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When do you create a deal? (with sales automation)
Hey everyone, tough question I have. My consultant that helps me with sales automation strongly advice to create a deal when the prospect is interested to know more about our solution and not before. Then prospects status before is managed under a custom field which means no pipedrive reports but a 3rd party integration.…
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Would you find the branching possibility in the workflow automation usefull ? For example, have the
Would you find the branching possibility in the workflow automation usefull ? For example, have the possibility to setup automations such as "When deal updated, if in step 1 then send mail and create an activity, if in step 2 and field value is empty, then create an activity, else send an email".
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Workflow issue
I´m having a problem where one workflow seems to be linked somehow to another workflow so that when I activate one it send out the activity of two work flows. If i discative one then all is ok. So its linked somewhere and I can't figure out where. Any suggestions
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Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…
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Tracking Employee Time
We utilize pipedrive to manage jobs in our electric motor repair facility. Each repair job is handled as an individual deal. We would like to be able to have mechanics clock in and out of the jobs/deals for time tracking purposes to flow through to invoicing and possibly payroll. Basically we want a timeclock function that…