Automations

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.
Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
Append to custom field using automation/workflow
Does anyone know how I can append data from a Deal custom field to a Person and Org company fields using a workflow or automation process? I have the same custom field across Deal, Person and Org records and when a new Deal is created and the custom field updated, I want the value(s) to append to the Person and Org record…
Do you qualify your leads before adding them to your pipeline or do you add them all?
I have observed that businesses usually do one of these three things: * Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up. * Use a data tracking software that syncs deals to Pipedrive. * Using a software to marketing qualify deals and getting deals added for MQLs. *…
Notification emails to external people
Hey, Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won! I can only see how to send it to people who have pipedrive login accounts - am I missing something?
I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is
I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is created. In some way the structure of these products is the deal is different each time you create a new deal (despite the fact that the sequence is configured correct in the automation). Is there a way to force the…
Email Marketing and Video Analytics
I currently use BombBomb screenshare recording to make short and easily shareable videos that I send to prospects via email. I'm trying to better integrate the analytics of these video emails with Pipedrive deal stages yet now understand that BombBomb doesn't track video analytics. I'd like to find a solution that would…
I would love this function: auto assign person when deal get's assigned
everytime I assign a deal to my sales guy, I want the person connected to that deal to be assigned automatically https://www.loom.com/share/8c54af79d6484be8a8cdd75e5292f8fd
Itemising Activity Triggers
I've created the below trigger, however when more than one 'supplier' is selected in the deal, it groups the suppliers together in one activity, also below. I need one separate activity to appear for each supplier, how do I do this please?
I need assistance with email management, automations.
Small business brokerage/real estate firm needs a little PD assistance! Looking for an outsource. 1. I've synced with my gmail, (over 25,000 emails) I need to get organized and some email management methods 2. Our process is a few simple steps, need to set up automations. 3. If possible we need to interact with…
How do you imagine the latest advances in automation will change your business?
In recent years, we’ve seen a surge in automation technology. What’s become abundantly clear to us in that time is that automation can enhance the sales success of any sales team when utilized effectively. But the usefulness of automation and its ever-evolving abilities still divides experts. Ryan Stewman, CEO of Hardcore…
Hello Pipedrivers! I am glad to join this community! Would like to know:
Hello Pipedrivers! I am glad to join this community! Would like to know:
An activity that's triggered by a specific date
I want to create an activity that's triggered by a specific date. For instance, an activity that is only visible from 1st January onwards. This trick is is that I don't want this to be scheduled until 1st Jan. Is this possible?
Automatic reminders/activities to reconnect after a given amount of time (Follow up Questions)
I'm starting a new post because I've replied to my previous one with follow-up questions but have got no response in almost 2 weeks. Can someone please respond to and answer my follow-up questions in post: https://community.pipedrive.com/post/5ec56ef110fb4c40757ad35a#response-5ed62a945733167650f52878 @Inês Batata was…
Klenty to pipedrive automation
This is my case scenario - we want to run a huge global campaign - our contacts are in google sheet I would like to set a cadence and when someone replies, pipedrive would create: - ideally lead (but this is not possible yet I guess) - person and related deal to it I know, there is a possibility to do it via zapier - there…
How can I create an automatic follow up email after X days without an answer with a different email
How can I create an automatic follow up email after X days without an answer with a different email template? See image for more detail. I'm looking for a native Pipedrive solution, not a paid marketplace app. Thanks!
Setting deal value with Automation
Hey I have a question regarding automation and setting deal value. Now for reporting purposes we will be duplicating deals with Automation. But at the same time I would not like the deal to be counted 2x in terms of turnover. In my own small head I thought if it told the Automation to mark deal value as 0 and I would be…
Automated e-mail with use of individual signature
Hi there, I am setting up an automatisation flow with e-mail for new leads which can be triggered by everybody. In the e-mail settings in the Send Email with Template, I have clicked of the signature box (Use Signature: Yes). The flow works when I create a new lead with my signature. However when my college creates a new…

Automations

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