Automations

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.
Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (
Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (multiple pipelines used for various brands we represent)? 2. How to link those deals to the correct organization and person?
What is your app/process for cold emailing (no subscription mails), that can ideally deal with bounc
What is your app/process for cold emailing (no subscription mails), that can ideally deal with bounced emails and also effectively communicate with pipedrive (first reply triggers etc.)?
Automation with a custom field in person.
Hey, Pipedrivers! I have Custom Field in Person named "Category". This field contains number. From 1 to 5. It is analog of rating to list of contacts I have. I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in…
Is there a way to activities automatically added based on sent emails being opened or not opened?
OK, due to the fact that I am not sure where the best place to post regarding Pipedrive, I am going to post this in this group and on Pipedrive's community. Is there a way to have an activity automatically added based on an email being opened or not being opened? For example, if an email is not opened (at the length of…
Speeding up your sales process with Email Sync!
In these challenging times, many people are working and selling remotely and are completely changing their outreach strategies. We have done a webinar session to talk about: * Better set up your Email Sync configuration * Use Email Tracking to approach leads with perfect timing * Speed up your sales process using Email…
I am looking for assistance with creation of a workflow using Automations to trigger Activity's as D
Does anyone know the best video or article to understand the logic around completing your workflow a
Does anyone know the best video or article to understand the logic around completing your workflow automation? I sometimes find this is where my workflows break down. Thanks
Automatically generated number for deals
Is there a way to auto-number our deals? PO numbering? It is a pain to go back and check the previous deal entered to number the deal being entered--especially if the last deal entered is moved further forward in the pipline.
Time triggers
Hi, I'm trying to configure an automation where the activator is a business that has been in the same stage for 5 days. Pipedrive told me that they currently do not have the option to configure it for days, so they suggested using Zapier. Could someone help me on how to use this tool with Pipedrive? Thank you
Good morning everyone, I am getting to grips with the automation function in Pipedrive and have se
Good morning everyone, I am getting to grips with the automation function in Pipedrive and have set up an auto email based on a template I created which automatically inserts the first name of the clients into the email. My question is whether there is a function to allow the details of the appointment to be input into the…
automatic country code missing
Removing the automatic country code messed up the operations of a lot of PipeDrive customers. I'm dead in the water and waiting for mine to get restored.
How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
How do you use Pipedrive in your outbound workflow?
Hey Pipedrive USA 🇺🇸 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow...specifically to set up sequences with automated emails scheduled to send out ahead of time. Call touch reminders…
How do you use Pipedrive in your workflow?
Hey Pipedrive Canada Community 🇨🇦 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow. If you're out of the build process with your sales workflow...or even right in the middle of…
Anyway to add the deal's label to the folder name when using Zapier to create a new folder each time
For example, I have two deal labels: "buyer" and "seller". I'd like Zapier to automatically create a folder named "Buyer - John Doe" or "Seller - Jane Smith" whenever the deal is added to pipedrive. -- I don't see an option to use the actual text of the label in the available fields when creating the rule... I see only…
Send PD filtered list to email
Hi, I have a particular filtered list in PD from which I would like to send the XLX file to email once per day. Likely this is not possible with PD but would Zapier be able to do this?
Filtering organisations or contacts not being actively worked
Each organisation or contact is assigned to an owner but a majority of these are not being actively worked. I have set a manual field where we can choose whether the organisation/person is either active or inactive but it will be good to automate this without having to manually select it. Look forward to your suggestions.

Automations

Discussion List