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WIX to Pipedrive automation
Hi there, I have a website using Wix and the main purpose of that website is to get the customer to apply for a service by filling out a form and push send… simple ☺️ What is the best way to automatically generate a deal in Pipedrive, using this implemented data? I have tried using Zapier, but not been successful… but…
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Automation linked to opened mails and clicked links
Automation linked to opened mails and clicked links
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email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
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Do you use any Cold Calling apps that are integrated with Pipedrive?
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
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Automation: trigger when email arrives.
With one my clients, I'm trying to solve this problem. This is the workflow: * when ad email arrives, the operator create manually contact and deal I want that: when second email arrives (from the same contact), I have to move the deal to another stage. I've created a workflow based on: * trigger = deal updated * condition…
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Workflow Automation > Issue with transferring data from Deal to Project - multiple option field type
I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options). When the workflow triggers, the Project is created, but only some of the custom data field…
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Automatisation : condition date de déclenchement
Bonjour, Je suis passé à la version "Avancé" de Pipedrive pour accéder à la fonction d'automatisation du flux de travail. Malheureusement, je ne parvient pas à paramétrer des actions pour gagner en temps et efficacité notamment en donnant une condition de date de déclenchement d'une action. Est-il possible de déclencher…
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Exporting Org, Contact and Deal data into Excel
I know we can export Deal data into Excel, but I am looking to export the Organization name, Contact for the Deal and the Deal data into 1 consolidated Excel spreadsheet. Getting Notes into the spreadsheet would be a plus. Is there anyway to do this currently?
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Activity Guest and location fields in Automation and ability to add related person info quicker
I cannot update these fields as an activity is created in the automation. I would like to automatically invite the person who is related to the activity to the guest field for certain appointment types. I know these are newer fields but hope to see them being able to get automated soon. Also, if the activity being created…
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Make 'FOLLOW-UP ACTIVITY POP-UP' stage based
Just like in this image
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New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
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Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
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Copying Multiple Option type fields to Multiple Option type fields via Workflow Automation
This would be helpful for syncing up data brought in via Pipedrive API to Person fields and getting that data copied onto the linked Organization.
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Sorting of workflow automations
Hi, I would like a drag and drop function to sort the automations so I can put them in different order than creation order. Now it will be placed in order after create date.
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Feature Suggestion - due dates relative to expected close date
It would be a game changer for our business to have the capability to make due dates relative to the expected close date. We are caterers and we use the expected close date as the event date. We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is…
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Automation conditions should include deal value
I would like to be able to add an automation condition that would filter deals based on their value. For instance, all deals that won and above 5000$ would send out an email to accounting requesting a deposit and confirmation before the order is started.
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Creating a recurring project
We have some projects that are "service contracts". The customer wants some work to be repeated at set intervals, e.g. every 6 months or every 12 months. I want to automate this handling in the project board: If the "start date" of a project is less than 1 month from current date, move the project to project phase "soon to…
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Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
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Reopen lost deal after 3 months
hi, I would like to create an automatation that reopens a lost deal with a specific lost reason after a certain amount of time - is that doable and can somebody help me with how I do this? Workflow: A salesperson marks a deal as lost til the relevant lost reason --> The deal is removed from the pipeline --> After 3 months,…
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Campaigns by Pipedrive and Workflow Automations
Workflow automations still cannot be created based on recipient activity. I was able to use WF automations to create an activity each time someone opened/clicked in an email with Mailigen, sadly this is not the case with Campaigns. I have noticed that this was enquired about a while ago but there is still no solution.…
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Create automated mails also in foreign accounts
As an admin, I would like to be able to create automations that are sent from other people's mail accounts. Of course this is a bit tricky for privacy reasons. Currently I have to have one or more meetings with each person so we build the automation together. So one way this could be done differently would be the…
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eSignature Workflow Automation
It would be great if the completion of an eSignature could trigger a workflow automation.
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Adding products of a deal to automated e-mail
Hi all, Whenever our sales team creates a deal in pipedrive they have to select the products/amounts they have sold. Once the deal is won we have an automated workflow in which there is a mail sent to our distribution center. Currently, the sales team has to write down the products they have sold in a customized field…
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Prices of products
Hi everybody! I have recently started using product feature and find it really good for the calculation and input of the deal value. We are selling solid wood panels for a furniture industry. The thing is that price of one m3 of the same product may differ very much for each customer, depending on different factors. I…
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Activity Automation based on formula
I am looking to create automation for follow-ups on deals I have won. For example, if the maturity date of their deal expires on December 15, 2023. I would like to create an automation that creates an activity to contact the client 180 days before the expiry date. Is this possible, if not, any suggestions on what to do to…
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Activity Automation - Order of Operations
Hi PipeDrive, it would be helpful if the user could choose the order of operations in a workflow automation that involves the creation of an activity. We have a number of automations that name the selected activity with the Deal Name and other information. However, the customer first receives a generic invitation with just…
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Asking for advice: Hubspot<>Pipedrive Integration issues
Currently working on HubSpot and Pipedrive integration, but I've encountered several issues when it comes to lead routing: only the organization and deal objects are being created, but not the person associated. Also 2-way sync is limited only to fields that are "free-text" type, so I was suggested to clone fields that are…