Workflow Automation

Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
How to send an email every time a deal gets created?
We use deals as leads, so everytime someone fills out a form on our website, it automatically creates a deal and assigns it to someone. How can I give this person an email each time this happens so they are notified? I had an automation setup so that every time a deal is created, it sends an email from my email to the deal…
Automation stop trigger @ reply-email in a campaign
When using a campaign to attract leads to become a prospect customer it would be great if the campaign could be stopped when a leads/prospects starts to reply to the emails. If a campaign would continue after the lead/prospects replies as she/he is interested or convinced, any more emails could harm the fragile…
GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
"Pro tip: You can now A/B test your templates" < how do this actually work?
Hi there, based on that pro tip, if I have an email template that gets sent via an automation, if I change that template and save as a new version does that mean the automation will use either version of the template and effectively A/B test that? Or am I being way too hopeful?! If not, are there any known tricks in…
Automation Email Alerts from a Shared Mailbox
We have a number of email alerts set up via Workflow Automation, but they are all currently under my own account. These are internal emails to notify leadership of won deals, and I would really like to be able to have these sent from a shared mailbox. What options or ideas does anybody have about how to set this up? Our…
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…
Sequence Automation for Sales Flow
Hi All, I have just set up the Sales Pipeline for my sales team, and they are really getting the hang of it. Therefore, I've decided to introduce them to automations to create sequences. The way I've done it is by adding an "Enroll in Sequence" field, where they can create a new option in the data fields and then trigger…
How can I format auto fields in email sent via Workflow Automation?
Hi, I am struggling to turn my dynamic fields into bold font (while leaving the rest of the text as regular) in the body of an email sent via Workflow Automation. Making the field's name bold does not seem to work. Please help! Arthur
Split the phone number fields
Hi there, Although Pipedrive is very easy to use, there is one thing I don't like: different phone numbers (work, mobile, home, etc.) are stored in 1 field, having following disadvantages: list view and export : alle phone numbers are stored in 1 field / column sync with other tools : info is los I have created a separate…
Trigger Deal Created - Triggered by Import
Hi there, did pipedrive made changes by the Trigger recently? We had a lot of customers with a trigger by creating a deal. Like: Create a activity when a deal is created in a specific stage. A few customers are importing there data from other tools and in this case the automations are not be triggered anymore. They need to…
Automation for new users
Dear Pipedrive Team, I'm writing to suggest a valuable improvement to your automation features: the ability for users to send personalized welcome emails to new Pipedrive users. Currently, Pipedrive automations lack the flexibility to trigger emails based on user creation. This limits the ability to automate a crucial part…
Matching Labels of Person and Organization
I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label. At this time, PipeDrive states it cannot be done. For example, I have created custom options for the organization label for "client, former client, employee,…
What automations are what?
I am making progress setting up a few automations. I'm trying to understand which deal (in my case) a running automation is for, and/or what automations fired for a deal? Is there an easy way to see active / history of automations for a deal? (I see I can go into the running automation or history and by clicking the right…
Activities created via automation show up on my calendar but not on the Contacts Page
My Automation creates a activity to "call the prospect in 1 day" I ran the automation today and the call showed on my calendar however not on the Contact page. I was hoping to go to the Lead contact page and see the email that was sent and the activity for tomorrow. Is this an error or does the automation not populate…
How can I Use Zapier to Get Calendly Checkbox Answers into a PipeDrive Custom Field
I have a Calendly question that asks the prospect which of our products they'd previously purchased: I then want to create a Zap that puts this into a custom field in PipeDrive that uses the Multiple Options field type. How can I do this with Zapier? When Zapier pulls in the list of products, they look like they’re just…
Automations need an additional "Find" action 🙂
For criteria in automations you can use everything from the previous steps With an update deal, you initially only have the deal data, but if you have also edited the organization in an intermediate step, you can also use the org data in the criteria. The only problem is that you really have to edit the organization.…
Help configuring From address in automated email workflow
I've set up an automated workflow to send an email to the deal contact email when the deal is moved to a specific stage. The workflow is triggered by any user, but the email is always sent from my email address. They all have their email sync configured to their own emails. How can I configure the automation so that the…
Duration-related automations should be able to exceed 90 days
I think you should be able to set it to move 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.
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…
Pipedrive x Zapier x Google Offline Conversions
Hey Guys, im stuck right now. I want to track my leads and share the results with google ads off. conv. so i decided to use zapier as for every automation i used before. I got the GCLID already after lead entry on our website into the pipedrives lead account and also in there deal. Every time that i move the deal from new…
Email settings in Automated emails
We use automated emails on every customer experience. And we have teams that work with customers through the process of fulfilling the customer order. PipeDrive is able to create the automated emails we want, but the user's Private/Shared setting in the Email Sync settings is the only place to designate this setting on…
Automated NPS email every 2 weeks
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
Create email draft via automation or API or {else}?
Has anyone found a solution for creating email drafts via automations, API or some other way? Automations does not seem to be able to create drafts, but rather just send emails directly. The API does not allow you to either create drafts or send email. The draft folder does not seem to sync via IMAP. Any other ideas? Or…
Email to Contact > Reply to Deal?
I would like to have a contact created when I send or receive an email. When that person responds, I want a deal to be created. Is that possible? Thanks!
Automation to auto-reply, add a follower to my deal and CC while away
User story As a Sales rep on holidays I would like Pipedrive to auto-reply my contact's messages + add my Sales colleague as a follower in the deal + CC him to the email conversation So my colleague can take over the conversation while keeping me in the loop and can temporarily access the deal and contact while I'm away…
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…
Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me when it comes to building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data: Coupler.io. Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different SaaS…
Automation logic that allows for paths. Like zapier.
Zapier allows users to create one automation from one source of information where you can determine the action based on a set of rules. Not just a single line, but sort of a fork. Attached a picture below:

Workflow Automation

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