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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:
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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?
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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…
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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…
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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!
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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…
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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…
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Problem automatisation and signature
Hello everyone ! We created an automatisation that send a mail automatically when we change status : but the mail is sent with the email of my boss (who created the automatisation) . Can't find out how to change because settings seem good! And on the mail, on my signature I can see the image of myself, but when someone…
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Watch the recording of our first Canadian community meetup!
Last week on the 14th of May we had our first Canadian community meetup. Thank you so much for initiating this @Joseph Valenti and to all others attending! https://pipedrive.hubs.vidyard.com/watch/zBcwtUqxSPSFqL2LK3WsF1?We discussed the following: * How to best work on the community * Upcoming new features in Pipedrive and…
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We need to create a workflow based on the age of a deal, how is it possible?
We need to create a workflow based on the age of a deal, how is it possible?
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Social media contact enrichment
Any way to automatically bring in social media data if you have person's name , email and phone number in pipedrive already? I know the smart data is quite limited when it comes to people and also it is not available for automations through the API.
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Salesmate CRM style calling, sms & email sequences
Having the ability to assign a phone number to each of your reps and giving them the ability to make and receive phone calls and texts in the mobile app while while keeping in complete sync with pipedrive would be a game changer. They even have shared inbox for sms and emails which pipedrive also lacks. Ability to set…
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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…