Automations

Przypomnienie o wysłanym mailu
Cześć, Szukam rozwiązania, które pozwoli przypominać o wysłanych mailach po zadanym okresie? może być słowo klucz w temacie, jakis hasztag w treści.
Strange behavior on Automations
I've created a simple workflow: when I add a label on a contact, send to it an email using a template. Simple and it works great! (I use it to send email to new leads when I intercept them, record on Pipedrive and change a custom field to trigger the automation... but this is not important now :-) ) The "problem" is that…
Autogenerate an email to somebody other than deal owner or deal contact.
I am trying to auto generate an email to a co-worker (support staff) when an activity is complete. I have only seen how to send an email to the deal owner or the deal contact. How do I email a "third party"?
Prezados, gostaria de saber se quando dou como ganha uma negociação consigo migrar automaticamente a
Incoming SMS with Keyword (TAGS) with automated response
Hello Everyone! I've got a tough one. I'm working with a friend and trying to find a system that can integrate to Pipedrive that offers SMS in with Keyword/Tag commands. The goal is a truly integrated system but, if I have a Zapier setup, I'll be fine as well. Basically, my friend is a roofer and he currently uses…
Deals are recurring customers our team contacts weekly. Best way to set up or automate?
Hey everyone! We're fairly new to Pipedrive and still in the earlier building stages before we go live. We've been working on set-up and automation, but have been running into a snag. Our customer accounts order from us weekly, and I'm having trouble getting Deals to work in such a way (as they seem intent on "dropping…
A way for reps to get notified when a new contact is assigned to them.
Hello, I have recently set up a workflow so that way when one of our reps gets assigned a new contact, they get notified via email saying: You have been assigned " John Doe " Login to Pipe drive to check it out. But What i wish was possible is we could include a link to the contact in the email. So it would be like You…
What is the limits to create and use AUTOMATION in Pipedrive? In terms of amount of automated proces
Workflow Limits
I am working around the workflow limitations and would love to see if anyone can improve or advise different hacks. Pipedrive please see your potential fixes below.. * Opportunity: Limit on number of steps in a single Automation* Hack: Label 'Step 9, 1 of 2' and Step 9, 2 of 2' * Pipedrive Fix: Put max 20 steps *…
How do you open up the current pipeline automatically on entry?
I have tried to re- order my pipelines so that when I open Pipedrive for the first time it opens my current pipeline - even though I have 6 pipelines and the current one is at the top of the list - it never opens up automatically? any ideas
Internal Call Reports and Actions
I am new to Pipedrive and may be missing this feature. Can Pipedrive be used for internal distribution of call reports and actions, basically internal summaries of an important customer interaction of which others in the organization need to know about and/or respond to with actions? Thanks!
Calling for Workflow Automation beta-testers!
Hi Pipedrivers! I’m Nuno, Product Manager at PD ; ) We are currently working on Workflow Automation in order to improve the user experience, especially when it comes down to the way workflows are set up. These improvements will allow us to evolve the platform for more advanced actions too. So… we would really love to have…
Mail trigger
Hi Guys, I'm trying to build to mail funnel with pipedrive. In some cases, e-mails get back. I need to use those e-mails (with certain content) to trigger a next step. Any idea how I can do this with pipedrive or zapier?
Sales and Marketing Pipeline alignment - looking for advice
We are aiming at reaching sales and marketing alignment in Pipedrive. For example we've built a marketing pipe to reflect the stages before a lead turns into a sales qualified one. Sometimes Pipedrive doesn't meet our needs in the marketing department though. I'm looking for fellow Pipedrivers who also work with a…
Best way yo work with sub-deals against a master deal?
What is the best way to work with deals that have a deal value and products assigned, but there are sub-deals part of this one, so they are reducing the general value of the main deal?
I would love to hear how others are using automations.
Can't get my brain around how it would be useful in our business. Looking for ideas. We manufacture and sell materials to other manufacturers who use our products as a component in their products. We are looking at pipeline as a crm & an internal project tracking tool. Thanks!
Completing Lead info
Hello everybody, I am new to Pipedrive, and have only ever used SalesForce + Tableau to manage sales teams in the past. What I have never attempted is to have my Leads self-complete their information in my CRM. So what I am wondering is the following: 1.) Can I use Pipeline to send out unique links to my Leads so that they…
Catering w /Pipedrive
Does anyone utilize PipeDrive in catering/restaurants and able to find a software that integrates with the catering portion outside of the sales process of PipeDrive?
Won deal button
Can we have a condition in order to allow user click WON deal? For example if a something is NOT done, then WON can't be clicked? @Mike van der Valk @Tamara Deprez @Almonzer @Marcus @Peter Meredith
send html emails and SMS based on deal field changes
Hi there, Im looking for a product that can integrate with Pipedrive. When a deal field changes, I want to use this as a trigger to send a html designed email and an SMS. Does anyone have any recommendation on a product that can do this? Thanks Lewis
Workflow Workaround
Hello Community, I love the integrated workflows from zapier. Just they have two mayjor drawbacks for me: * very limited number of activities per workflow * limit of 60 workflows per user. that's not much in a mid-sized company where a process-manager is usually setting up all the workflows and therefore quickly reaching…
Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
Create multiple deals from same quote to multiple customers.
I just sent the same quote to multiple customers and now have to track each customer in PD. Can I enter multiple customer names in the same new Deal so as to create multiple Deals, instead of having to create a new Deal for each customer that I sent the identical quote price to?
Automated work flows
Anyone have a template as to how they set up their automated workflows so it triggers the next steps in activities in each transaction? I'm trying to save time and not create them from scratch. Anyone have a photo they can share on each task, New lead, or when a deal is started?
Automated follow up post cold call
Hi Experts! I have configured pipedrive to auto call with help of cloudtalk and would love to get a share of experience of how you manage the automated follow up emails after . am using lemlist as cold email plaftorm.

Automations

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