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Passing Info from deals to person
Requesting a feature to pass information from deals to the linked Person. Scenario: We use Zapier to create deals from Calendly & FB Ads. Once a new deal is created, PD automation kicks in and assigns the related Person and Organization. I would like to pass the info such as email & ph numbers to be passed from deals to…
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Automate workflows need to be logged in?
Hello! I have programmed an automate workflow, so when new contact is created, a welcome mail is sent. The new contact will be created through an Integromat scenario, so contact might be created when no one is looged in into Pipedrive. My question is: Will be the "welcome mail" sent even when no one in logged into…
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Sharing automations
Hi, guys. I'm having problem with my workflows around here. I've set an automation as an admin user and left it open for any user to trigger it but somehow other admin user is not managing to benefit from the same automation. In my account it works perfectly. In hers it seems like it doesn't even exist. I've tried to copy…
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How to send TEMPLATE email to specific addresses?
Hey, Pipedrivers! Seeking for your advice. Wondering if there is opportunity to inform my colleagues with email when DEAL STAGE or DEAL STATUS is changed to a specific one. * They are not connected to Pipedrive, so I need to use automation, I believe. * I want it to be proceed through name of a DEAL, that will be sent via…
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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…