Automations

Linking a Lead to Activity via Automation
Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person
Automations Scheduled by Date
We need the functionality to schedule an Automation by date. Such as: Send email on the 3rd day of the month Create a lead on the 1st of the month On the last day of the month, send a Report or Dashboard link to an email address We could put this to use in this related post: Insight Report & Dashboard Auto-Send — Pipedrive…
How can I integrate Twilio's WhatsApp API into my existing automation workflow?
I currently have an automation set up where two follow-up emails are sent if a contact in a deal doesn't book a call. For the third follow-up, I'd like to send a WhatsApp message using Twilio, but I can't find a straightforward way to integrate this into the automation. Has anyone successfully done this, and if so, what…
[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
Automating Lead Assignment Based on Region
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
Email template deal (Required)
Hi all, I'm setting up an email automation based on a label that has been changed to "XXX." However, every time Pipedrive asks me for the "Email Template Deal" (Required), it appears empty. Any thoughts on how to override this?
Wait for condition - Time increase
In our process we use wait for conditions so our process can work to suit our business needs. We have an issue with the time limits on these as 5 working days sometimes isn't long enough and our automations stop working. If these time limits can be increased longer than 5 days that would be amazing! Thanks.
Automating Add Note to Deal, Can we tag the deal owner?
I tried to tag the deal owner in an automation that adds a note to a deal, but I couldn't figure out how. So, my questions are: Is it possible to tag a deal owner when setting up an automation that adds notes to a deal? If it isn't possible, are there any workarounds? Or does the deal owner get an update when a note is…
Smart Doc Triggers.
I am looking to take a copy of the smart document once signed and upload a copy to our third party finance software (xero). I had thought I could make use of webhook automations, to trigger once a document is signed and then I could process the upload via make.com. Has anyone got any automation work arounds for getting…
Automation not working with second instant condition
I'm running into some troubles when adding a second instant condition. I would like an email trigger to occur when a deal is both tagged with a specific tag, and then also moved into a new deal stage. The tagging could happen at any stage in the onboarding, and this would be too early to send the email. And the tag…
Products in automations
We have a need to be able to use Products in automations. It appears that currently this is not possible. Is thare a way / workaround to be able accomplish for example following: trigger: Product is selected / updated → Update Leased / sold product (modified filed) Please enable the use of products in automations. I am…
How to create an automatic followup email requesting a response?
After sending in email in bulk to my contacts, can an automation be set up to request a response if the email doesn't get a reply within a set number of days? I've been playing with the automation feature but it seems a deal needs to be created. I'm not trying to create a deal, just need a response back on the email. Am I…
Automation for update reminder
Hi all! I have an automation for deals update reminder. This automation sends a reminder e-mail to users for their deals that have not been updated for 15 days. I recently learned from support team that it is not possible to create an automation to send a reminder to users for all of their deal records that have not been…
Some emails sent through automations links to deal, but others do not
My automations are sending emails to contact of a deal in pipeline. Mail is sent and it's linked to contact. Problem is that in history of deal sometimes I see email and sometimes I do not. I checked deals and contacts, and can not find any pattern why is this happened. I also checked support page with title "Why are my…
How to create a custom field that populates based on the last user to touch a deal?
I would like to create a custom field (which I have created the field itself), but I need it to populate based on the last user in our org who touched an open deal. The team today does not updated "lead owner" each time the deal is manipulated, so that field cannot be used. We'd like a record of who last touched each deal…
Unclear required field in autiomation
Hi! I am in the process of creating an automation that has the purpose to be triggered when an Organisation Owner is changed so that Contact Owner on all Contacts linked to this Organisation has the same new Owner. I have created an automation for this (see image) but as the step of Action I am forced to fill in the field…
Administer Automations for all
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…
Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
What software for landing page
Hello everyone, I would like to use a software to generate landing pages to connect to pipedrive via Outfunnel. I already use Elementor for the site, but I have seen that leadpages is also very good, what do you think, and what do you use for your leanding pages thanks for the answers regards
Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this feature…
Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.
Automations to cancel when deal has moved stage.
I have all my activities automated and on delayed once marked as done in a stage. But I would like all the automation to stop in that stage, once the deal has moved to a new stage. Can someone please advise?
Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
Date trigger automation not running - can't explain?
Hi there - wondering if someone has come across this and has advice. I have an automation (several actually, but all similar) set up with a Date Trigger. Specifically set to run 1 Day After the Date Field (e.g., 1 day after Last Connection Date). Idea being to create a reminder activity to reach out. Thing is, it never…
Need Help with event-based automations for selling gigs
Hi everyone! I'm a bit stuck with setting up automations in Pipedrive and could really use some guidance. I run an entertainment business and need a simple setup (or at least I think it’s simple). Here’s what I’m trying to achieve: Event-based automation: I want to set an event date in the calendar and have automations…
Automation for removing leads when deal is created
Dear Community, I have a question related to automation, How can i automate any deal created in Pipedrive it get automatically be removed in the lead list? Any help would be highly appreciated.
Automations Visual Change: visualize active vs inactive automations better
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…

Automations

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