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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?
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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.
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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…
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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…
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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. *…
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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?
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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…
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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…
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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
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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?
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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…
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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…
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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…