Automations

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…
Automated emails from deal owners, not deal creators.
As a Pipedrive Admin, I would like to set up automated emails for deal owners, based on when a deal is moved to a new stage by a sales rep. I understand how to set up the workflow. My question is, since I set it up (deal creator), the emails are coming from email address. How can I make sure the emails are being sent from…
How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
Looking for Automation Analytics
Hi, I'm looking for a way to analyze each automation. For instance, we have different automations set for different types of leads for communication and nurturing. How can we view the read/open/clicks for each automation on a weekly basis?
Document Automation
Could Pipedrive add document creation to the workflow automation options? Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the…
Limit of deals per contact OR clearing duplicates of deals?
Hello Pipedrivers! Is it possible to set a pimit of deals per contact OR to clear duplicates of deals? For the moment I have my Pipedrive integrated with my website is such way that after a lead action is completed a deal is created. However, when the same person completes 2 different lead actions, 2 deals are created. I…
automatic query and mark done
Is it possible if I mark a meeting as completed to get a query with a preselection and depending on the selection, the deal is pushed to the next phase or rejected?
LEMLIST & Automation: how to automate deal being moved when first email was sent
I have been playing with the automations in combination with the data imported from Lemlist. When a new contact gets imported from Lemlist (after successful enrichment), a deal automatically is added to my first stage in Pipedrive. I would like to move this exact deal one stage once I send the first email. Unfortunately,…
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…
Instant condition doesn't work at all
Hi, I am struggling to optimize the automation on Pipedrive which I really hate :( I hope there is anybody who can help me!!! I don't know what I did wrong. Below is my full automation flow that I am working on As you see the number 10, instant condition which is supposed to check whether I get any reply form the email…
Automation: Access to related entities for conditions
Hi! I've found that it's not possible to set up an automation that triggers on a Deal update and has a condition on custom Person fields. The only available fields to filter on are "Deal contact person", "deal contact person email" and "deal contact person phone". It would be nice to have all Person fields available to…
New Trigger on Archiving an item
I'm looking for a way to start automation when a Lead, Deal or Project is being archived by a user. At the moment I see only triggers on creation, updates or deletion. Would it be possible to add the Archive trigger as well?
Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
Automatic assignment based on phone number starting digits (country code)
Hello, I would like to assign the deals automatically to sales people depending upon the country code in the phone number i.e. first 2 digits. How can I achieve that? P.S. I don't have address filed in lead form therefore getting country is not possible. Thank you in advance!
Triggering an activity from a date field
Hi All, Hoping someone may be able to help me with this. Is there a way to trigger an activity by a date field? e.g I have a date field for contract expiry under an organisation, and I would like to automatically create an activity to contact the client primary contact 3 months before that date. We use to able to do this…
Send a targeted campaign based on filtered people
Hi, I'm using one of the existing templated campaign automation's "Send a targeted campaign based on filtered people" The criteria is that if someone is moved to a specific pipeline stage, they have an email and are subscribed then they will be sent an email campaign. However it does not seem to be working or seems to work…
Emails from Outlook to Pipedrive
Hi everyone, It was hard for me to find an answer to this one, but perhaps the community can help. We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct…
Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
Email Threading with Automations
I posted this somewhere else and a lot of people agreed that they need this feature. Please create a feature to do email threading through automations. For example, I should be able to create an automation to do a follow up email in the same email thread on a delay. Unfortunately, I will need to look at outside tools since…
Merged: Trigger based on date field (i.e. automated birthday email)
This discussion has been merged.
Outplay vs Klenty vs Another Tool?
Hi - I am looking to incorporate a Sales Engagement tool that integrates with Pipedrive for our BDR team. Our goal would be to have various cadences/campaigns going at one time along with a nurture campaign. I was curious to hear what other Pipedrive users have used and what they like/recommend
Work around with automatisations for the problem of due dates in project activities?
We do have a strong issue with projects-date-dependency: if you are using a project-template, it always has a starting date. Once you are not 100% sure about the starting date (as it is always a bit dependend on the client), or when some steps get dalyed, you do have a problem with all the activities pre-defined in the…
How can I re-open deals when an email is received?
I'm making some automations to send drip campaigns. I want it so that when someone replies an email, the deal is opened. Is this possible with either Automations or with Zapier?
How this sequence can be done with automations?. I tried but it appears not to be working
How can I apply this sequence with emails? (photo attached)
Concerning Thank you letter after deal is WON
Hello I cant make automation when ever i close deal as WON and i want automation letter folow up to customer email adress. In Trigger i see only deal created deal delted or updated but no option deal is WON. Thank you Andrius
Retirar informações de campos de múltipla escolha com automatização
A automatização atualmente só te da opção de acrescentar uma informação no campo de múltipla escolha. Deveria ter uma opção para retirar uma informação do campo de múltipla escolha. A única forma atualmente é criar todas as combinações possíveis de resultados para que uma determinada condição tenha uma combinação…
Request: specific forms should be able to trigger specific email sequence
While testing the web forms we've encountered an issue limiting our automation workflows. Concretely we want to automate specific email sequences linked to completing specific web forms. For example: download report on landing page --> add as lead --> confirmation email --> invite to set-up meeting email --> reminder if no…
Automation Flow to update existing deals
Hi There I'm trying to set-up an automation, where once a new deal is added to a contact, that contacts previous deals are automatically updated to 'won'. Example is we have 3 types of deals, Trial user (Not won), Subscribed user (won), Document order (won). Either a trial or subscribed user can order a document. Most…

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