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How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?
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Please help.
Hello Pipedrive community. I need help. I have around 250 customers, each one of them has a new order every week. I added some Products into Pipedrive. Every order is different. I need to find way, how to track this orders. One way is to do won deals every time, then create a new deal. But it is not as good as I would like…
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The most in-depth Pipedrive automation & growth hacking guide!
I love Pipedrive ❤️ So I decided to write in-depth (even the most in-depth) guide on Pipedrive growth hacks & automation tips: (I'm 100% sure you'll find something new that will 🤯) So here is what we've covered: * Generate leads with outbound and inbound marketing 😎 * React with the rocket speed on new leads 🚀 * Automate…
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Preciso de ajuda. Faço uma negociação completa e lá no final preciso mandar um email de confirmação
Preciso de ajuda. Faço uma negociação completa e lá no final preciso mandar um email de confirmação de pedido em um email padrão com campos mesclados, que vai para o cliente, CC para meu Customer Care, para meu financeiro e para a expedição. A colocação de CC preciso fazer manual. Caso não coloco estas pessoa em cópia o…
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Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful
Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful calls to a lead the lead is sent an email automatically saying "we've been trying to get in touch..." ? Thanks
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Auto BCC alternatives - automate bcc field with deal mail
Hi! The auto BCC option in Pipedrive doesn't work for us because we often have more than one deal associated with the same contact, so we are looking for another option to ease that task. It's time consuming to always have to go to the deal's page to copy the deal's email link to paste it to Outlook BCC field to keep track…
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Hi All! I'm trying to create an automated workflow where I send out an email after 2 days ONLY if th
Hi All! I'm trying to create an automated workflow where I send out an email after 2 days ONLY if the client has not accepted a proposed quote. I'm running into some difficulties trying to get the prompts/conditions right. Any suggestions?
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3 Questions on bulk emailing
Hi Does anyone know: 1. Any way to set up an automatic reminder to follow up on an email that has been sent (preferably in bulk emailing)? 2: If you can get a report/filter on which emails have been read or links clicked so that you can see in bulk without having to go to individual contacts? 3: Can you set up an automated…
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Is there a workaround to trigger an automation based on an email's subject line? For example, we rep
Is there a workaround to trigger an automation based on an email's subject line? For example, we reply to a new client with a subject line 'Thank you for contacting {our company name}' From this, I want to tag that client as 'Interested.' I was told by Support that this is not currently possible but it might help to post…
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“My team doesn’t keep the sales pipeline up to date”
Hi everyone, I am Samar from Gamifier, nice to meet all! During this journey, with more than 400 companies, we learned some big challenges that sales teams have in using CRM and managing their behaviors in the process. But we also want to hear from you here. We pointed out some frequent problems, and I would like to share…
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Addresses Formats in Custom Fields for sending postal mail via mail merge
I have set up a custom field called POSTAL ADDRESS this would be used to send postage mail to contacts in Australia (via a 3rd party app yet to be discovered or built) I'm currently using using the address field which autocompletes from google maps the current issue is by using the pipedrive address custom field it: (a)…
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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…
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Passing Info from deals to person
Requesting a feature to pass information from deals to the linked Person. Scenario: We use Zapier to create deals from Calendly & FB Ads. Once a new deal is created, PD automation kicks in and assigns the related Person and Organization. I would like to pass the info such as email & ph numbers to be passed from deals to…
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Automate workflows need to be logged in?
Hello! I have programmed an automate workflow, so when new contact is created, a welcome mail is sent. The new contact will be created through an Integromat scenario, so contact might be created when no one is looged in into Pipedrive. My question is: Will be the "welcome mail" sent even when no one in logged into…
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Sharing automations
Hi, guys. I'm having problem with my workflows around here. I've set an automation as an admin user and left it open for any user to trigger it but somehow other admin user is not managing to benefit from the same automation. In my account it works perfectly. In hers it seems like it doesn't even exist. I've tried to copy…
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How to send TEMPLATE email to specific addresses?
Hey, Pipedrivers! Seeking for your advice. Wondering if there is opportunity to inform my colleagues with email when DEAL STAGE or DEAL STATUS is changed to a specific one. * They are not connected to Pipedrive, so I need to use automation, I believe. * I want it to be proceed through name of a DEAL, that will be sent via…
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Automation trouble.
Hey, Pipedrivers! Hope you are doing fine. Having trouble with an automation. The created trigger works strangely. Sometime it works, some time not. I created Birthday Activity to be created after previous one (the same) was DONE. Please clarify what may have I done wrong. It works unstable. Attaching screen.
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Importing contacts and automatically sending emails
Hi, I've created a workflow automation so that cold leads added to my contacts automatically receive a template email. It works when I manually add contacts, but I can't get it to work when I do it by importing contacts via a csv file. Is this not possible or am I doing something wrong?
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Post closing or post won work automation
In my line of work, I continue communication with the client after the closing date. Is there a way to automate tasks once the file has been won or after the close date ?
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Is it possible to automatically create new contacts in Pipedrive based on the details extracted from
Is it possible to automatically create new contacts in Pipedrive based on the details extracted from the emails received?
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Automation queries
Hi all, I hope you're staying safe in these challenging times we're living in I have 2 questions for currently set up automations both related to a "Direct Message" in Slack using Dealbot action: * We're trying to @mention a group in Slack. Typing in "@group_name" does not work. We've tried some code e.g.…
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The important fields function in Pipedrive is really nice. Has anyone found a way to create an autom
The important fields function in Pipedrive is really nice. Has anyone found a way to create an automation to send e-mail or slack notifications where deals are missing information in those important fields? Alternatively does anyone know if it possible to create a filter to highlight where the important fields are missing?…
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Is there a way to use automation to connect a product to a deal?
Is there a way to use automation to connect a product to a deal?
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Does anyone know how to delete an activity from a workflow? Whenever I select the delete an activity
Does anyone know how to delete an activity from a workflow? Whenever I select the delete an activity option from a trigger, it doesn’t give me an option to select an activity for deletion.
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Automatically generated deal name
I build the workflow automation which generated automatically new deal and I want to create automatically deal name as well so I can add the customer name to deal name. For example - Cooperation with "@customer_name" - where the field customer_name will be filled automatically. Thanks for help.
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Edit deal stage based on activity in contact Hi, I'm trying to make an automation in Pipedr
Edit deal stage based on activity in contact Hi, I'm trying to make an automation in Pipedrive but it doesnt work. Maybe anybody ideas? I'm testing with Outfunnel. That system creates activities and deals in Pipedrive based on opens and clicks in an e-mailing. I want to update a Deal to a new stadium, when an activity is…
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Do You Currently Use a Visitor Identification Platform?
Do You Currently Use a Visitor Identification Platform?