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Include a new condition in automation workflow : if "label" is empty
Automation workflow does not allow to select "if contact label is empty" as a condition. We can only select "if label became, if label is, if label changed"
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Campaigns and Workflow Automation Compatibility
Hello! I am currently transitioning into Campaigns and wanted to raise this for discussion to see if it is either in the roadmap or can be added in the future. Right now, I am using Mailigen, which is being shut down in the next two months, so this is a rather time-sensitive concern. We are moving to Campaigns specifically…
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Stopping Automated Sequence When a Prospect Responds
We're taking a serious look at Mailigen to automate our lead nurturing and prospecting work. One thing I'm hung up on is ending a auto-sequence if someone responds. For example, let's say I have three email automation planned for lost customers (i.e., those whom we havne't worked with in 2 years or more). I want one of the…
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Workflow Automation to Replace One Label with Another
To help better manage the Leads Inbox, I would like functionality such as the following: If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible? Also, it is unclear what the difference is between the…
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Workflow automation not working when importing leads
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
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Workflow Automation --> Remove Product from Deal
In case for return customers, I'm trying to have them thrown into a new sales funnel pipeline after their purchase. In this case, the deal would need to have the product removed so that they can start fresh, and a new product can be added when the time comes.
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Automatically send email based on deal close date
Is there a way to add a automation that will automatically send an email OR add an activity based on the expected deal closing date getting closer? It would be nice for me to have an email activity added, or an template email sent, a few days prior to expected closing date. Maybe I am missing this but I cannot seem to find…
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Enhanced conditions in automations
I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this. I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue…
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Would it be useful to be able to reorder your workflow automations list?
Would it be useful to be able to reorder your workflow automations list?
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Controlling Stage gates for review and approval
Hi is there a way can use Pipedrive and automation that for a deal to move from Needs Analysis to Proposal and Proposal to Negotiation it will need review and approval from certain parties and only when all the check boxes are completed it can be moved. To make this clearer is also that its controlled by permissions so…
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Workflow Automation triggered by time based conditions
Hey Team, support told me that workflow automation triggered by a time based condition is not available as of now. I have been referred to use Zapier instead however could not really work out anything I wanted. Let me give You a quick example: I love the rotten days feature. But what I really need is a workflow automation…
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adding a removal of data option to the predefined actions in the workflow automations
Would love to have the option to remove data from a 'dates' field and leave blank as part of a workflow automation action to 'update deal field'. The predefined options only have selections to change the date or alter the data. Add in some more generic and basic options that are usable on any type of data field.
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Integrate Notion and Pipedrive - advice needed
Hi, I would like to trigger a Workflow Automation in Pipedrive based on a change to a database in Notion. Automate.io can do this, but since being acquired by Notion they are no longer accepting sign-ups. Zapier only allows triggers from Notion on a new Database entry, not a change to an existing DB. Does anyone have other…
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Say Goodbye To Manual Linking Calendar Sync Activities!
What if I told you that the activity on the screenshot below came in through my Google Calendar Sync and Contact Person/Organisation/Deal were automatically linked to it without any manual input whatsoever? Hard to believe, right? But its 100% true - promised! Contact me under yannik.sommer@pd-experts.com to find out how…
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(CLOSED) Automation - We're looking to improve our workflow list view and your feedback is essential
Hi everyone! 👋 My name is Rui Gonçalves and I'm a product manager for the Workflow Automation feature. Currently we are working towards improving our list view solution and would like to interview a verified partner/reseller. Do your clients have a lot of workflows and have trouble keeping track of them all? We'd love to…
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Include the source as a condition of automation workflow
Hello, it would be great to add a new condition for workflow automation triggers. We would like to create two different scenarios according to the source of the contact / lead : either it has been created manually, or it has been created from an API.
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How can I trigger a wflow when an activity is overdue?
It seems workflows can only be triggered on create/update/delete of entities (Leads, Organizations, Deals, Activities...), but they cannot be triggered by other events. Since the event of an activity becoming overdue is not caused by a change in the activity, but by a change in the time, it seems there is no way to trigger…
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Trigger workflow from email tracking activity
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
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Help: I'm Tired of Errors in Sales Quotes and Long Lead Times
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
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Send Emails Using Workflow Automation
If I have set up an email workflow automation for following up my leads, is it possible to share the email template with my colleague so that I can send the emails based on the workflow rule? Is it possible to set up the workflow automation on my behalf of my colleague and send the emails on behalf of my colleague as well?
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is it possible to set an activity to be triggered x days before a date created in custom fields? an
is it possible to set an activity to be triggered x days before a date created in custom fields? an example would be I have a home purchase closing on September 25th, and I would like to set up my workflow to create a follow-up activity automatically 5 days before the close date on all purchases. this would be amazing!
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Email Sync: Is Automatic Contact Person Creation Supposed to Happen ?
This is s super simple question: I'd like everyone the sales team engages either inbound or outbound to become a contact person in Pipedrive. Doesn't this happen automatically when using Email Sync? If not, can you use the workflow automation feature to force it? If not, do you need to use Zapier's email parser? Thanks!
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Email Options when building an automated workflow
Hello, I am building some customer satisfaction workflows for our services. I have built the workflow to share a link to an NPS survey with our clients. Inside of our engagements we have the organization and the "Owner" contact associated with the deal. However in a lot of our engagements with our clients we have many…
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Updates that ROCK
I just wanted to reach out to the Pipedrive team and say THANK YOU for the update that has removed the "Load More" from your workflow automation screens. Now all of your workflows are visible when you open the page. This is was a HUGE quality of user experience upgrade. Thank you, Matthew
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Is it possible to get the time without timezone specification in custom deals fields autofilled?
We are trying to automate a meeting reminder e-mail with the time and date in an e-mail template. The way I tried to do it was when an activity (for this meeting) is created in a deal a custom deal field (time) will autofill the expiration time for that activity. Based on this field being populated an e-mail will be send.…
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A way to completely turn off the follower feature
Every time a deal is reassigned to a new user the old user stays as a follower. To put this simply, we want all deals private to only the owner. With the follower feature... that is not possible. We also have the permission "See all items of other users they are following" toggled off, but that doesn't help. Users can…
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Needs Native Birthday or Date Reminder
The system needs a native and easy to use birthday or date reminder tool. Sales management is as much about relationships of which a happy birthday goes a long way. Also sales isn't only new sales but upsell opportunity and a b-day is an annual key touchpoint. We are inputting b-days into the system however we dont have a…
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SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
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Document Mail Merge
Hi All, We run a 'mail merge' from Pipedrive that output a series of 'fields' into a Word document. Recently this has taken an age (36 hours yesterday !). Has anybody else out there experienced a similar issue and able to offer a potential solution please ? Regards, CL