Automations

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:
Trigger Campagin
I work with Zapier and want the trigger - Campaign in Pipedrive was sent. In the campaign, there is a link to Calendly - when this is clicked, the workflow should start. However, I can't find the trigger 'Campaign was sent' in either Pipedrive automations or Zapier - can anyone help me further?
Automation: meeting booked -> person to lead inbox
Hi Pipedrive community! Is it possible to automatically convert a contact person into a lead when a meeting is booked via the scheduler tool? Or do I need to use another tool for automation, such as Zapier?
Automatically link a lead to an email after a lead is created
Hi! When a letter comes from a potential client, my automation (make) creates a lead. My mail is synchronized in Pipedrive and the setting "Automatically identify emails and associate them with leads, deals or projects" is enabled. The problem is that mail appears in Pipedrive before my lead is created, and the lead is not…
How to trig an action if a "single selection" is empty.?
Hi, I created a single selection custom field in deal. I want to create an automation if this single seletion field is not selected. In the current situation I created an action as *if this field is empty* but this condition is not working. Any help ?
Trigger automation by filter
The Zapier integration has the ability to trigger when a record matches a Pipedrive filter. It would be great to see this functionality in Pipedrive automations as well.
Export list for all automations (active/inactive) with owner information
We can transfer ownership for automations so the new owner is able to configure the automation – including editing and activation. It would be helpful if we can export list for all automations (active/inactive) with owner information for review and keep track the record.
Automate copying org field data to deal field
We market our product to three distinct segments, which we track at both the Org and the Deal level. I would like to create an automation that copies the "Segment" field from the Org and puts it into the "Segment" field of the Deal. I'm stumped. Is it possible?
Create a 'Day of the Week' personalization field?
When creating an email template, I want one of the field options to be the day of the week which automatically updates based on the day of the week. Ultimately, this will be used as part of a Workflow Automation. An example might be: [First Name], I hope you're enjoying this fine [Day of the Week] morning. Any suggestions?…
Webinar Q&A: Using Automations and Insights to grow your business
Hello Pipedrivers! ☀️ We extend our heartfelt gratitude to everyone who participated in our recent webinar on "Using Automations and Insights to grow your business" held on February 20. Your active engagement and presence greatly contributed to the success of the event. Throughout the webinar, we received an abundance of…
Trigger an Automation When a Document Is Signed
We would love to be able to trigger a workflow automation with a signed Smart Doc. Signed document (trigger) ➡ workflow steps Examples of tasks we'd queue up for the team once we have a signed contract: * Notify rest of team * Notify accounting for invoice creation * Setup onboarding call * etc
[Feature Request] Automation trigger for Smart Docs signing
The smart docs eSignatures are a great way to streamline clients' signing on proposals and quotes. However currently we can't get a trigger from Pipedrive (either in Workflow automation or via API / Zapier / Integromat) when a document has been signed. Having such an automation trigger will enable to kickstart onboarding…
10 Time saving workflows from my Pipedrive account
Getting started with automation in Pipedrive can be tricky if you’ve never set up a workflow before. Often clients we work with aren’t sure what’s even possible. Here are 10 actual automations from my own Pipedrive account to show you what’s possible. Hope this helps if you're not sure how to get started!
Automation Folders
Hey there, I was wondering if there is a way to organize the automations in folders or something. I tried using emojis but again them being ordered by last updated makes it hard to find the needed automation. Is there some way to do this? If not is there some workaround that you guys use? Thanks!
Copy fields from Contact / Org to new Deal
Hi all - After I have created a new Contact or Organisation, I then create a Deal for that Contact or Org. Is it possible for certain fields (namely address fields) to be copied into the new Deal? This will save double entry of data. Thanks, Rob
How to add "if not" condition in automations
Hello everyone, I designed some automations to create new activities when a deal is moved to a next stage. However sometimes it happens that a deal is moved backward and this creates some issues since the same automatic activities are duplicated. I'd like to set a conditions like: "Create activity x when a deal is moved to…
Error on Automations "insufficient authorization"
Hi there, I started automating a few things regarding the Projects AddOn. In this case it's a simple automation that creates (or should create) an activity for a user (in my testcase - myself). I have full admin rights, so I was a bit surprised when I saw that the automation (at least the trigger) works but then stops…
Automatic Activity Creation
Hi - new user and I have the Gmail/Cal Chrome extension going. I want to be sure any activity I have with a person in an organization is tracked on the timeline of the org. When the contact and org are already created and I create it - they link. But, when a known person schedules with me, or when I schedule with an…
branded template
I Can't seem to import a Word document as template when it has a background image. Our company branding and logo is visbile at the top and bottom of the quotes. Is this possible in Pipedrive? if yes, how?
Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…

Automations

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