Automations

How to automatically create an activity and align time to certain custom time field
Hi everyone, I'm now assisting my client to figure out on automation workflow, however i'm having some problem here: Scenario: A home design company want to auto-create an activity when the deal has been moved to reservation stage. Script: We've created 2 custom field in deal: Reservation date(type: date) Reservation…
Email Template Lead
Hi guys, I have been trying to setup a simple automation to send out an email template once a customer enters a pipeline (1 minute delay for testing purposes) Once through to this section I have selected the following options before progressing. Once I have completed the next stage before I can approve, the "Email Template…
ERROR Message from my Automation: Invalid Data
Hi Community, i am trying to figure out, what this Message means and how i can fix this error. unfortunately i do not get any information where exactly the error comes from. i create a new deal in a stage in my pipeline. i get the data from my woocommerce shop with my make.com automation. i create a person, an organisation…
Suggestion for Automation: send message with the sold product to Slack
I have a suggestion for development: With automations we send messages to Slack when a deal is won. I only also want to add the sold product in this message. Unfortunately the only option now is the value of the deal and not the product that was sold. Would be great if this can be added 😀
Automations webhook are not available for non-admin users
If the users trying to trigger the "Automated Webhook" are non-admin users, they can't benefit from the feature. All users in my account should be able to trigger an automation that includes a webhook action. (if TRIGGERED BY ANY USER is checked) For example, this action can help them enrich data from external providers.…
Automation chain cancel
in PD I noticed that you can achieve a lot with automations and a bit of creativity, although the automations are very limited here. We currently have an automation that sends out chain emails, those are being sent with some days of waiting in between. We want to make it so if we manually send an email to one of the email…
Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
No limit on days for date trigger automation
Hello! Our users get certified every two years. This means I would love an email to go out two years after their last training session offering the opportunity to come back for a renewal session. Unfortunately I'm limited in how many days I can ask for. Could this be set to a max of 999 for example (instead of 180)?
How to stop automated email sequence after deal is marked as WON
Hi there! I have set up some email automation sequences, but now I need to know how to stop sending these automated e-mails when I mark deal as "WON". I can't find any way to solve this. Either Deal Status or Stage filters doesn't seem to stop sending these automated emails and now my customers are getting emails that they…
How can I stop automations?
I have deleted an automation but all contacts who were in this phase continue to receive automations. How is this possible and how can I stop it? Please help! Thank you.
Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
How do I stop automation?
Hello all, I have built an automation with 6 consecutive e-mails in one phase. However, deals that were in this phase continue to receive automated emails even if they are marked as lost or are in a different phase. Even if I switch an automation to inactive, emails continue to be sent. Can anyone help me with what could…
Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Sending a WhatsApp message in a automation
Hi, Does anyone know if it's possible to send a WhatsApp message (via Twilio) through an automation? I have an automation set up to send 2 follow up emails if contact in a Deal doesn't book a call. I'd like the third follow up to be a WhatsApp message but can't see this as an option. Thanks!
Use date as a trigger for automations
What i want to do, is to use expected close date, or a custom field that uses date- as a starting point for action. i.e. deal updated- expected close date has changed - expected close date is prechosen? Sama goes with custom field that is in date format. Use case could be that i have a custom field "Validity of the…
Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
Email Labels in Timeline and related Improvements
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…
Do you know how to generate custom ID number for each offers?
I'd like to generate an ID number for each offer and inclement it. It should be like ID which u inclement / date I already made it in "Zapier" but there are some problems when u generate two offers in the same time. I'm using Google Sheets as my database and I'm saving all ID's there.
Skip Automation when skipping a stage
Hi there, I got the following problem: I've stage 1, 2, 3 When I move a deal to one of the stages an activitiy is created by an automation. Now if a deal skips for example stage 2, I don't want the activity from stage 2 to be created. how can I do this? Cheers, giniii
Set date field via automation
To be able to easily track if/when an automation runs (among other uses), it would be good to be able to set a date field (custom date field in my case) to the <current date> via/during the execution of an automation.
Fully automated thank you emails
I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
Duration-related automations should be able to exceed 90 days
I think you should be able to set it to more than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase without having to set up five different automations.
Automation: Send email if the previous email was not opened.
I would like to send a follow-up email if the contact person has not opened my promotional email. In this way, a contact that has been created can be contacted again automatically and we can directly achieve a higher overall reach in the first step of acquisition by achieving more openings in the initial contact.
Automation Workflow For Lead Qualification
I am trying to automate lead qualification by creating a custom field "lifecycle stage" All i want is to create an automation that helps me with auto change of field "lifecycle stage" once the user signs up on the platform. Tried doing this but its not working, any one has tried this before ?
Functions in Automation
General math functions (date and numeric add/substract/multiply/divide) and mapping of data from other fields (like using tokens in emails) would make automation way more useful. Without them, workflow automation tool in pipedrive is super basic and requires make and zapier for anything more complicated than sending out an…
Stopping automated emails to deleted leads
Good day How do I make sure that Leads that have been cancelled / deleted and or moved to another deal stage do not receive the automated emails? I have deleted leads, however, the leads contact person keep receiving the automated emails? Please advise? Regards John
Can i create a new deal when a new contact is register on the pipedrive?
I need to create a new deal when a person submit a form on a Landing Page(wordpress - elementor). The plugin just let me create a contact and not a lead or deal. is it possibly to create a new lead or deal automatically?
[Research] Scoring functionality in Pipedrive [Volunteers FOUND]
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…

Automations

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