Automations

How to remove follow up tasks once a lead is reactivated?
Howdy folks! I'd like to implement a long-term follow up sequence for deals placed into my "Long Term Follow Up" stage. These folks are interested in our service but aren't ready to move forward now. Once a deal enters this stage, I want to queue up a whole bunch of phone call follow up tasks, emails, etc. I know I can…
Create Activity in Workflow not working
Hey, can anyone tell me why this final step of my Workflow wouldn't be working? Basically, if a link is not clicked in a previous email sent, I want it to create an Activity with a Task within a deal. This is how I've set up the final step - any help would be greatly appreciated :)
Automation doesn't work as planned (email count changed -> move deal stage to specific stage)
As you can see below, I want to 1. whenever I send additional email for that deal (I use the batch email function from deal page) 2. Move the "deal" to "Contact Made" status regardless of where the deal was before. But it doesn't seem to be working. Help?
Merging deals based on custom fields
Hi, is there a possibility to create an automation to merge two deals based on data in custom field? Deal 1 is named: Best Company with custom field "VAT ID" = 123456789 Deal 2 is named: The Best Company with custom field "VAT ID" = 123456789 How do I merge them? The trigger is creating new deal and then check if the value…
Automatically add additional data to the custom field
Hi, I'm trying to set up an automation that overwrites data from a store custom field to an organization custom field. The problem is that it overwrites the data and the passing data does not remain. I thought I had an idea how to solve it trigger: deal has been updated condition: if the custom field of deal "A" is filled,…
Drag Files From a Deal into Email (Or Save into a Separate Folder)
Hey, I have to add photos or videos to specific deals. When I want to send out info on those deals I have to re-download the saved files and then send them as attachments via email. Is there a way we can drag saved files from a deal into an email directly? This has become a crazy long process
Automatic counter in deal custom fields
Hello community! I would like to post a message asking for help. Despite my research, I haven't been able to find a solution. I am looking for a generated digital automatic counter for business on the model (year + digital counter) example Case X: 240001 Case XD: 240002 XRDX case: 240003 …. I can't seem to find any…
Can I create an automation for when tracked emails are read a certain number of times?
I'd like to create an automation to send a follow-up email after an initial outreach email has been opened three to four times. Is this possible? If so, can I get pointed to an artical or video that can explain how to do so? Thanks, in advance.
Emails created by automation link to closed deals
We work a lot with closed deals. These deals have automations based off different activities including sending emails. I've only just discovered that these emails don't get linked to any deals that aren't set as "Open". Ideally, these emails should always still be linked to the deal that the automation was triggered from!
Automations & Calendar Notifications
I strongly suggest that Pipedrive can make possible to automatically send and email to the invited contact of a calendar entry when it's concluded, since it's only possible to send to its creator or the contact associated with the deal.
Duplicate deal date change
Hi, If anyone encountered this issue and found a work around I'd be happy to hear it. The situation is as follows - I made an automation that created a duplicate deal when I mark and existing deal as Won. I need the duplicate deal's expected close date to be set to a year from the original "Expected close date", but the…
Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
How can sending an E-Mail convert a Lead into a Deal + book a Follow-Up Activity 3 days later?
Hi, we have around 5 people cold-calling potential customers from the Lead Inbox and I want to save our employees time after each call by automating our workflow. After each call, a prospect who is interested will usually ask for an E-Mail with our contact-info. We send them via pipedrive so it would be fantastic if…
Move duplicate Deals in another Pipeline stage
Hello, There is the possibility that I get more then one Deal with the same organisation but another contact. I plan that the new duplicate deal gets moved to a Pipeline stage "duplicate" automatically. Right now my automatisation looks like this: But it seems like it's not working. I don't get it. If there is a new Deal…
Parent - Child Deal Automation
Hi Team, We would like to see an option to Parent/Child deals with associated deals. We have a main pipeline for Signups/Registration and once successfull they will have deals made for 8 quarters. It would be helpful, if we can link those deals together and automate to move to different stages in respective pipelines(we…
Automatically Changing Deal Stage when telephone number is added to contact
Hello, i wonder if it is possible to change the deal Stage when I add the telephone number to an contact. So far i didn't get it wo work, as i can only change a specific deal, not everyone. In the red circle i can only choose a specific deal but i want the rule to be set to every deal. I'm quite new to Pipedrive so there…
Workflow Automations using campaign emails / send campaigns to deal participants
Anyway to send campaigns to the particapants in deals, not just the one linked person assigned to deal. And be able to do this via workflow automations? thanks
Automate Report Exporting
I would like to suggest the feature to automate data exporting via the current automation system. Today, I have to go daily to the business tab, filter, and manually export the filtered results. I use the exported data to perform some internal analyses and cross-reference the data with other spreadsheets that I have here.…
Why don't my auto created deals trigger the Activity automation
Hi there, When a deal is "won" a new deal is created in another Pipeline in order for the back-office team to manage the deal. I created an Activity Automation for New Deals add to the Pipeline (which works fine when I create a deal), but the auto-created Deals don't trigger the same Activity automation. Am I missing…
Automation for Update Task Owner
Hello everyone! I would like to create a new automation in Pipedrive: Trigger: Deal is moved to a new pipeline Action: Update the owner of an activity previously created when the deal was generated. I can't find a way to make this possible in the automations panel, can anyone shed some light 😅?
Assign lead with round robin distribution like Calendly
Hi, I need to assign leads to sales agents with a round-robin distribution (like Calendly). For example, I have 3 sales agents (A, B and C) and I want the leads to be assigned with low priority to A and B and high priority to C.
Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
Automated e-mail after deal = won + delay time + specific product?
Hi, Since our company sells notebooks with a refill system, I'd like to create an automated workflow where WON deals that purchased a specific product get an e-mail after 1 year. The workflow automation doesn't seem to have an option to filter on product type or category. Any tips on how I could set this up? Thanks! Olivia
How Can I Automate this Deal Stage change?
Hi! I'm trying to have an automation that will update the deal stage and move it to the next stage once that deal's activities are marked as done - currently have my instant condition set as "deal activities to do count has changed to deal activities done count" and it has to be in the stage prior to the one I'm trying to…
Triggering an automation from a Campaign
The business case would be something like this: 1 - Campaign about a new product sent --> 2- when a person opens/clicks in the links of the mail --> 3- Automatically send a personalized mail engaging with him Of course, this might be extremely intrusive but if you delay step 3 by a few days and that engagement mail has a…
How to automatically create an activity and align time to certain custom time field
Hi everyone, I'm now assisting my client to figure out on automation workflow, however i'm having some problem here: Scenario: A home design company want to auto-create an activity when the deal has been moved to reservation stage. Script: We've created 2 custom field in deal: Reservation date(type: date) Reservation…
Email Template Lead
Hi guys, I have been trying to setup a simple automation to send out an email template once a customer enters a pipeline (1 minute delay for testing purposes) Once through to this section I have selected the following options before progressing. Once I have completed the next stage before I can approve, the "Email Template…
ERROR Message from my Automation: Invalid Data
Hi Community, i am trying to figure out, what this Message means and how i can fix this error. unfortunately i do not get any information where exactly the error comes from. i create a new deal in a stage in my pipeline. i get the data from my woocommerce shop with my make.com automation. i create a person, an organisation…
Suggestion for Automation: send message with the sold product to Slack
I have a suggestion for development: With automations we send messages to Slack when a deal is won. I only also want to add the sold product in this message. Unfortunately the only option now is the value of the deal and not the product that was sold. Would be great if this can be added 😀
Automations webhook are not available for non-admin users
If the users trying to trigger the "Automated Webhook" are non-admin users, they can't benefit from the feature. All users in my account should be able to trigger an automation that includes a webhook action. (if TRIGGERED BY ANY USER is checked) For example, this action can help them enrich data from external providers.…

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