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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…
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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…
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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)
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Email settings
The following feature didn't work for me : Email tracking and email acknowledgement.
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🇺🇸 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…
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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…
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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