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Automation trigger based on Deal Email Count: solved?
Probably I find the the problem. I need to MOVE a DEAL from a STAGE to ANOTHER automatically, WHEN an EMAIL related to the deal, arrives. So I created a simple automation like this: * Trigger = Deal Updated * IF Deal email count is = x * Action: update deal fields (new Pipeline Stage) But it doesn't work. Now I have a…
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Creare automatismo con etichetta degli affari.
E' possibile creare una attività partendo dalla etichetta di un affare? gb :-)
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Workflow Automation: Another beta-testing round!
We have an improved version for you to test! If you would like to test our latest beta-version of Workflow Automation, join Workflow Automation Beta-testing channel and click on this link to book a time :) If you have participated on April's round I kindly ask you to let others have a go this time. There will more…
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Auto Responders
Hey Pipedrivers, I have prospect email inquiries coming from our website auto synched with a Pipedrive email address. Is there a way to set up an auto responder so that the prospect gets an immediate email telling them we'll get back to them shortly? I thought I saw this before but now I can't figure out how to find? Can…
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Most Advanced email automation workflows specifically for Pipedrivers
Hello Pipedrivers, When you’re looking for an email automation tool that integrates smoothly with Pipedrive, you should definitely expect to work with a few automated workflows. If you ask me if creating email automation workflows are a watershed in the way you work with Pipedrive? My friends - the answer is - HELL YES!!…
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Seeking Healthcare Experienced Individual to Build Workflow Automation and Drip Campaigns
Greetings! I am seeking an individual who can help build out workflow automations and build out drip campaigns. It would be useful to have a healthcare background. If this is YOU, I would like to chat with you. Please email me at aravenscroft@einfectionmd.com Thank you!!
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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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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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“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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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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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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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…