Automations

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?
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…
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
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.
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?
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…
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.…
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".
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
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…
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…
Activity notiification
I have a scenario where I would like to notify another user about the activities assigned to him/her preferably via email (but Slack would do as well) and this notification to contain a link directly to that deal/person/organization. Dealbot doesn't seem to provide this functionality, neither do Pipedrive inbuilt…
Set activity time as "Now" in workflow automation
It would be useful to be able to set the activity time as "now" in workflow automation. (I searched to see if this had been asked before but didn't find it - surprising - so am adding)
Email settings
The following feature didn't work for me : Email tracking and email acknowledgement.
🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.
👉Register here 👈 Drop your questions in the comments down here Topic: Leveraging third party apps to Sell More with less effort. Date/time: 2nd of November 2PM (EST) Duration: ~1 hour Speakers: Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user…
Recommendation for Managing Won Deals w/ Products
Hi All, I'm looking for advice and suggestions from others on how they manage the actual fulfillment of won deals in Pipedrive. At the moment there seems to be no way to automatically push the data from a won deal to any other platform / gsheet / anything and also include the products associated with that won deal. Due to…
Time-based email automation
Hi Team, Hope you're all safe. I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2. Is this already working and I just don't know how? Is this in dev? or only on the roadmap? Thanks for sharing your thoughts as usual :) Richard
Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
Activity (WEEK) view is GOOD! Need MONTH view too
Activity section has WEEK view only, within a week you can just drag an activity from Monday and and move it to Wednesday for example. However if I need to move an activity from 2nd OCT to 25 OCT, I ONLY can EDIT the activity so change 2 OCT to 25 OCT, I need a feature to MOVE it (DRAG and DROP). @Mike Gifford @Elizabeth…
WorkFlow Automation
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…
Is there a way to create internal email using Worklow Automation?
Hi all, We often require different teams to perform tasks depending upon the point in the timeline. For instance, when a new deal is added, I require our technical team to perform qualification before the deal can progress. In our other CRM we would have a rule where an email & activity would auto generate for said…
Lets share workflow automations! 🚀
Hey . I'm a new Pipedrive user and im thrilled to start with it ! I wanted to ask you all as a community about the automations in Pipedrive, what automation do you all use ? why do you use these automation ? how did you create it ? If you have some tips for automation that made your life easier please leave a comment .…
Deal won > Automatic email with products ordered
Hi everyone! I want to save time and limit the risk of error when I won a deal. Let’s say that I have a deal and there are products attached to it. When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information : * Company name + info * Contact name + info * All…
Link to AddPerson form
Hi guys Im alittle confused. Im developer and in our CRM we want to have a button which will link to Pipedrive page Persons with "Add Person" form. And few fields have to be predefined (like phone number) Is it possible somehow? Thanks
Community October roundup 🙌🏻
Over the last few weeks, the Sales Community was filled with awesome conversations between sales people and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation. Sales related discussions 💰 * Tips for the best cold calling cadence * Where do…
Das zweite Pipedrive & Vertriebs-Webinar folgt direkt: Donnerstag, 22.10.2020 um 09.00 Uhr
Hallo miteinander, nachdem wir so tolle Feedbacks von vielen Zuschauen erhalten haben, haben wir uns für eine etwas kurzfristigere Aktion entschlossen. Diesen Donnerstag, am 22.10.2020 um 09.00 Uhr wiederholen wir das Webinar aus vergangener Woche. Nur diesmal mit Aufzeichnung für alle die Teilnehmen (sorry noch einmal an…
Send emails with custom design/HTML
Is there a way to create an email template purely with HTML? E.g gif banner with a gray background and content only in the center. Thanks in advance

Automations

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