Automations

How to stop automated email sequence after deal is marked as WON
Hi there! I have set up some email automation sequences, but now I need to know how to stop sending these automated e-mails when I mark deal as "WON". I can't find any way to solve this. Either Deal Status or Stage filters doesn't seem to stop sending these automated emails and now my customers are getting emails that they…
How can I stop automations?
I have deleted an automation but all contacts who were in this phase continue to receive automations. How is this possible and how can I stop it? Please help! Thank you.
How do I stop automation?
Hello all, I have built an automation with 6 consecutive e-mails in one phase. However, deals that were in this phase continue to receive automated emails even if they are marked as lost or are in a different phase. Even if I switch an automation to inactive, emails continue to be sent. Can anyone help me with what could…
Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Sending a WhatsApp message in a automation
Hi, Does anyone know if it's possible to send a WhatsApp message (via Twilio) through an automation? I have an automation set up to send 2 follow up emails if contact in a Deal doesn't book a call. I'd like the third follow up to be a WhatsApp message but can't see this as an option. Thanks!
Use date as a trigger for automations
What i want to do, is to use expected close date, or a custom field that uses date- as a starting point for action. i.e. deal updated- expected close date has changed - expected close date is prechosen? Sama goes with custom field that is in date format. Use case could be that i have a custom field "Validity of the…
Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
Email Labels in Timeline and related Improvements
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…
Do you know how to generate custom ID number for each offers?
I'd like to generate an ID number for each offer and inclement it. It should be like ID which u inclement / date I already made it in "Zapier" but there are some problems when u generate two offers in the same time. I'm using Google Sheets as my database and I'm saving all ID's there.
Skip Automation when skipping a stage
Hi there, I got the following problem: I've stage 1, 2, 3 When I move a deal to one of the stages an activitiy is created by an automation. Now if a deal skips for example stage 2, I don't want the activity from stage 2 to be created. how can I do this? Cheers, giniii
Set date field via automation
To be able to easily track if/when an automation runs (among other uses), it would be good to be able to set a date field (custom date field in my case) to the <current date> via/during the execution of an automation.
Fully automated thank you emails
I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
Duration-related automations should be able to exceed 90 days
I think you should be able to set it to more than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase without having to set up five different 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…

Automations

Discussion List