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Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
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Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
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Can I have 2 instant conditions that are different
Context: I'm using automations to send a thread of 3 emails when a user is created. however, there are a couple of things that should happen in between emails. step 1. user is created --> send email template 1 1.1 user answers email --> create lead - stops emails Step 2. user doesn't answer email #1 --> wait 3 days and…
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Workflow automation - Creating activity
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
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Email rotten deals
Is there a way to set up an automated email to send the customer chasing it up. For example, a deal hits 14 days and becomes rotten an email through Pipedrive or a plugin then email the customers asking if this deal is still active or for an update.
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How to trigger lead label update when meeting is booked in Calendar
Hello all So my desired workflow is as as follows: Customer completes leads form with qualifying questions (using pipedrive web forms) The system will create a contact and a lead If the customer answers does not qualify, the system will send a "Dear John" letter, and will archive the lead If the customer answers do…
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Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
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How can I create a custom trigger in Pipedrive to trigger automations?
I would like to create a custom trigger which would then send emails various timelines once a parcel is delivered to a contact. How do I do this?
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Merged: Workflows to have CONDITIONAL workflows (avoid multiple workflows)
This discussion has been merged.
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Using dates to trigger Workflow automations
HI Pipedrive, It would be incredibly useful to use a date as trigger for a Workflow automation and to auto-populate date and time custom fields when using scheduler. Examples below: * Trigger an action x days after a date * Trigger an action (eg an email reminder) x days before a date * When sending booking invites out to…
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Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
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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…
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The expected closing date is late
Hi there. It would be great if we can see the deals that are running late from the expected close date Also would be great if we can create an automatation if the expected close date is late?
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Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
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Automations and Docuements
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
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Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
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Workflow is not creating the activity in the lead
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
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New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
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TIMELINES.AI AND OTHER INTEGRATION
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in the agreement. You can send automatic whatsapp messages to customers who apply to you and increase your sales. My company, which made 70 won…
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How to trigger workflow when meeting is booked in Calendar
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
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How to connect LinkedIn to Pipedrive and streamline your sales process
Yesterday, I felt inspired to write this article about LinkedIn + Pipedrive automations. https://www.bardeen.ai/posts/linkedin-pipedrive I've highlighted the common workflows and apps that help you sync contacts and companies directly LinkedIn. Hope this is helpful! If you have a cool use case or app that I didn't cover,…
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Create new lead when clicking link in campaign
Hello Pipedrive members, I am testing with campaigns at the moment, so it could be that this question is already asked in the past but i can't find a solution. I was wondering if it is possible to make an automation for creating a lead in the lead inbox when a subscribed contact clicks on one of ours links in the…
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sync org and contacts owner upon changes
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization? Automation doesn't support that AFAIK thanks
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New feature: Shared automations 🤖
Admin users can save time and trouble by sharing and setting up automations for other users directly. This feature is rolling out throughout August 2023, and will be available to all companies on the Advanced plan or higher. You can find out all about it from our Knowledge Base article here.
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Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
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Follow Up Emails - Same Email Thread
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
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Best email templates to use?
Hi all, When sending out Automation email campaigns, is it best to use an email templates that you can create in the contacts section or a campaign template or create a campaign from the Automated campaigns section, or indeed directly within the Automation section? It's very confusing!
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Send Email Attachments to Google Drive
Hi, Our business focuses on creating custom designs based on the inspiration customers send to us. So this often leads to lots of attachments. We want to be able to send these attachments to a specific folder, unique to each customer. The way we have set this up is that each customer (once they've converted) gets a unique…
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Document Mail Merge
Hi All, We run a 'mail merge' from Pipedrive that output a series of 'fields' into a Word document. Recently this has taken an age (36 hours yesterday !). Has anybody else out there experienced a similar issue and able to offer a potential solution please ? Regards, CL
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Signed contract should be a automation trigger
Hi! This post is right! https://community.pipedrive.com/discussion/11921/signed-contract-should-be-a-trigger-for-automations There are so many applications I would this trigger for. Hope it gets added soon! Best, Team Acady