Automations

Automation: Send email if the previous email was not opened.
I would like to send a follow-up email if the contact person has not opened my promotional email. In this way, a contact that has been created can be contacted again automatically and we can directly achieve a higher overall reach in the first step of acquisition by achieving more openings in the initial contact.
Automation Workflow For Lead Qualification
I am trying to automate lead qualification by creating a custom field "lifecycle stage" All i want is to create an automation that helps me with auto change of field "lifecycle stage" once the user signs up on the platform. Tried doing this but its not working, any one has tried this before ?
Functions in Automation
General math functions (date and numeric add/substract/multiply/divide) and mapping of data from other fields (like using tokens in emails) would make automation way more useful. Without them, workflow automation tool in pipedrive is super basic and requires make and zapier for anything more complicated than sending out an…
Stopping automated emails to deleted leads
Good day How do I make sure that Leads that have been cancelled / deleted and or moved to another deal stage do not receive the automated emails? I have deleted leads, however, the leads contact person keep receiving the automated emails? Please advise? Regards John
Can i create a new deal when a new contact is register on the pipedrive?
I need to create a new deal when a person submit a form on a Landing Page(wordpress - elementor). The plugin just let me create a contact and not a lead or deal. is it possibly to create a new lead or deal automatically?
[Research] Scoring functionality in Pipedrive [Volunteers FOUND]
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…
Fix Automation to Set Duplicate Deal's Close Date One Year from Original
Hi, Has anyone else encountered this issue and found a solution? Here's the problem I'm facing on this website: I created an automation that duplicates a deal when I mark an existing deal as "Won". I want the duplicate deal's expected close date to be set to one year from the original deal's expected close date. However,…
Email Open / Link Click = Create Activity
Sooooo been looking around for a while and this seems like a very simple problem but cannot find a solution. All I want to do is assign a contact an activity (i.e. call them) after a link click or email open... Is this really not possible in Pipedrive??
Dealbot messages to Slack don't show text info about deal
I am currently trying to automate a process where a note is written under a deal, it will send a message to Slack containing the information. But the activity owner, deal value and deal title show up as numbers instead of text. How do I fix this?
Combining deal fields and person fields in the same automation
I've noticed the automations Pipedrive provide can't combine those. For instance, once you put the Trigger: 'Deal created' you can only use Conditions from deals. I'd like to create a custom automated workflow depending on the 'Country of residence' of the linked person of the deal. 'Country of residence' is a Person…
Add custom fields data to notes with automated task
Hi there, I am setting up an automation flow (order form) where colleagues can create a task which will add text to the activity's note. It is important to ensure my collegues add the correct information, therefor I made a custom field mandatory for them to fill in. Now I want to add the information from the custom field…
New enquiry follow up automation
I'm trying to create an automation to follow up new enquiries until they book a call. On enquiry, they receive an email with a link to book a call through our 3rd party app (this step is working). I'd like to wait a day before a Task is created for the admin team to check if that call has been booked (I cannot get this…
New: Automations webhook requests
Hey Pipedrivers 👋 We’re beginning to gradually release automated webhooks, expecting to reach all regions by the end of April 2024. What does it do? The webhook action in Automations allows you to connect Pipedrive with external tools and apps by sending information to specific endpoints. Unlike regular webhooks, you can…
Automations: Access to custom fields of linked objects
In automations, it is not possible to get the value of a "custom field" that belongs to the linked object. For example: Object DEAL has linked objects like: ORGANIZATION (deal organization), PERSON (deal contact), PROJECT etc. - i.e. objects with the option to create a custom fields on them. On these object we are using…
Why are Automation Actions Displaying in Reverse Order?
I created an Automation with the Trigger of "Deal Created" and 10 Actions (all set for "The same day"). The intention is to automatically generate a standard step-by-step list of 10 Activities as soon as a new Deal is created. For some reason, the Actions (Activities) display in reverse order - instead of 1, 2, 3, 4… they…
Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
Automate / API export insights data
Hello community, I'm interested in knowing if there's a method to automate the export of insight data or if there's an API available for this purpose, allowing exports on a periodic basis such as weekly or monthly. Could anyone provide guidance or share their experiences with this? Thank you!
Is there a way to create activities under Projects instead of Deals?
I've created an automation that converts Won Deals into Projects for the service team to work on post sales. I'm trying to create an automation that creates the post sales activities under the new Projects instead of the Won Deals.
Issues Setting up Automated Workflows
I'm pretty disappointed with Pipedrive's native automation workflows. I'm having difficulties finding a solution to build three workflows in Pipedrive. I verified with support and they informed me there's no native option. I'm exploring Zapier and Pabbly but haven't yet found what I need. Workflows: Assign a user as a…
Group Email follow-up emailing automation on contacts that didn't respond
It would be awesome to have a feature to send a group email and then have an automation that sends an email reply to the contacts that didn't reply. Pipedrive has both capabilities in different scenarios but I wasn't able to find this option.
“If functions” in automations.
I have a big problem. I want to be able to run an automation that allows me to have multiple options dependent on a specific label but currently need to set up 20 automations to do this What is needed are “If functions” within automations allowing us to build 1 automation flow for all options. As an example, is if the…
Automatically Moving Leads to specific Pipeline stages by Tag
I'm brand new to CRM's/Pipedrive, so I apologize if this is an obvious question. My goal is to set up an automated cold-emailing process, for which I've built several email scripts/automations that are triggered by Pipeline stage (example- there's a "Former Customer" cold-email script, which is automatically triggered when…
Automation
I am new to pipedrive and currently on a free trial to see if it will suit my needs. Once automation I am trying to set up is: when i add a new organization to pipedrive to set a reminder task to "onboard" that new organization. It seems like I can do this with a person but not an organization. Any advice would be great!
Issue with Duplicate Emails in Automated Email Sequence
. I've set up an automation to send follow-up emails to clients, bu the email is sent three times instead of just once. The setup appears correct and should only trigger one send per activation. Has anyone else experienced a similar problem or could suggest what to check or how to fix this? Any help or advice would be…
Transferring Information from the organization to the deal using automation
Hi, Does anyone have any idea, My sales team is set up within Sub teams, but there is also at pooled resource that writes business for all of the other teams. So I am trying to report deal statistics by two fields, The deal owner, which is simple The organization owner which seems not to be. The reason for this is that the…
Frequency limits error disappeared but automation incomplete
My automation was stopped due to frequency limits - and I saw the error. I understand that we triggered the campaign via a 'bulk edit' which caused the error. However now it has been a few weeks and I cannot see any 'stopped' executions in my automations history or any indication that we had hit frequency limits. The…
Tagging leads
We want to create a list of leads from a subset group in our current leads. Then we want to create a sequence to message them. So we will need to tag or label those leads. It will be more than 100 leads so it is not really possible to do this manually. Can anyone think of a way I can do this effectively?
Convert a lead to deal based on Email interaction
Hello, I am sending out first email to the leads to filter them out. I would like to convert the leads to deals depending on their interaction with the Email. For e.g. if they open or click anything in email it should be automatically converted. But to do so I didn't find any matching action in Automations. Please find the…
Issues with HTML coding in emails from an automation
Hi there, We send out notes on an activity as an email when certain activities are marked as done. Currently the emails are now only showing the HTML coding for formatting etc instead of the actual formatting. It only started yesterday. Does anyone have any ideas???
Mandatory Field blocking the whole automation process
Hi everyone, I'm trying to create an automation, that sends a email (based on a simple template) when a deal is created in the system. To do that I have created an automation that is triggered by a deal creation and the action is "send email based on a template". In the required field for this automation, I have selected…

Automations

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