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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…
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What is the limits to create and use AUTOMATION in Pipedrive? In terms of amount of automated proces
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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 *…
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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
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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!
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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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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?
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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…
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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?
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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!
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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…
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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?
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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
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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
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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…
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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?
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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?
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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.
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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?
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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.)?
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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…
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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…
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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…
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I am looking for assistance with creation of a workflow using Automations to trigger Activity's as D
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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
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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.