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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…