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Automation based on a condition on "Revenue" data
Hi Team, it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan): I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive. It would be great to develop it,…
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Chatgpt & Timeline & Pipedrive
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
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Folders for Automations
I would like to see folders for Automations so they can be organized by topic. For example, I have a prospecting Pipeline and it would be nice to have all my automations relating to that pipeline grouped together.
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Sum Deal Value for Organization Column
Hi Team, I've a column in "Deal" tab with the values from each deal that i've created. As you can see in the picture, Pipedrive sum this values. Can i send this information for a Column in "Organization" tab through an automation ? Best regards. Gabriel
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Automation Triggers with Deal stage not changed
Hello, I have been creating new email automation to send out reminders when someone has been in a certain stage for a week. I am using the instant conditions of Deal stage is __ and Deal stage has not changed. With then a delay of 1 week. Then the email template is sent. My question is if a deal is triggered by this…
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Sending automatic followup after a manual email
I am sending emails out to new leads in my leads inbox using various templates. These are not automated because I like to personalize the first email out. I need a way to automatically send a followup email 3 days later if I don't get a reply. The Automations feature doesn't have a good trigger for this. What is the…
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Automation: send a new email when Lead contact person Email is changed
Im using this automation flow: Trigger: Lead updated Instant condition: Lead contact person email / has changed Action: Email / Send email using template It doesnt work. What am i doing wrong? Does this trigger anything?:
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Trigger automations when importing
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I…
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Autolink contact history to deal
Fairly new to Pipedrive so apologies if this has been answered in the past but I find it strange that it's not immediately obvious, particularly when it's a given with other CRMs. However, I'm trying to link contact history with the deal they're associated to. Reason being the wider business needs to be able to view the…
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Retroactive Automations
Currently, pipedrive automations only work on a new deal or when manually updated. Is there a way that when an automation is created it can "execute" and update to all created deals? As not to have to create the automation and then go back to those deals for them to update. Currently, the solution is to update small…
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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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Automating Marketing Status for Contact Imports via Zapier
Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. In order to automatically mark them as Subscribed, this would need either: * Zapier to have access to edit the field "Marketing Status" * (longer workaround) Pipedrive Workflow Automation have access to edit the field…
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Automated introductory email to deals without "subscribed" status
We receive leads from a number of different sources. We're using a PD marketplace app to import those leads into PD as deals. Is there a way to send out an email saying we've received your request and will contact you soon without the deals "person" being subscribed? We're not sending out a full blown marketing campaign to…
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Create an automation to update custom fields according to organization fields
I am trying to set up an automation that enables a custom 'people' field to update based on its associated 'organization's' field. How do I do this please?
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Custom merge tags need to be added to email campaigns.
I like the email builder in campaigns. I would love to add automated campaigns to my deals so I can use these beautiful html templates that would make our company look great. However, you are currently unable to use custom merge tags in automated campaigns, which renders the whole feature useless for me. There needs to be…
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Scheduler - Add redirect URL and mapp answers to contacts fields
Hi, It so frustrating to not be able to link new questions created within the scheduler to related contacts fields... Please allows this function ! Second things : please create a "redirection url" option at the end of the scheduler settings. It so important to allows conversion tracking of leads and adds campaigns Thanks
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Custom Automations like the Templates
Hey everyone! Pretty new to Pipedrive, so this may be a stupid question... am I able to create custom automations with the complexity of the templates? I'd really like to be able to use "When a deal has been added to a specific pipeline stage" as my trigger, but it appears for custom automations my only deal-related…
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Automating SmartData Updates
Is there a way to create an automation that says, "if a people is added, and the LinkedIn Profile is not empty, but the person email is empty - then create an automation that runs SmartData - and update the email fields based on what the SmartData finds? We have a lot of people who only have LinkedIn Profiles but not…
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Allow Use of Product Field Variables in Email & Smart Doc Templates
It would be great if the product and variation fields were available to use in email templates. Similarly, it would also be great if they were available to place anywhere on the document when creating a Smart Doc template. Currently, it seems product fields can only be placed specifically in a product table, but our quote…
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Pushing Insights to team members (reports and/or dashboards)?
Besides the sharing tool on Insights, does anyone know a way to PUSH a report to a user? I'd like a sales person's weekly dashboard pushed to them every Friday, for example. There don't appear to be any automations associated with Insights. I could send a recurring email every week with the link but I'd prefer the actual…
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Vacation/OOO Pause Feature for Automations?
Howdy team! A number of our automations utilize "Wait For Conditions" before proceeding to the next step. Unfortunately, given we're only able to have the action sit in limbo for 5 days, this will prematurely end automations for my team when they take their vacations. I know that using a Delay condition would solve that…
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What condition to use to stop work flow if email is undelivered, rejected, etc?
What condition should be used to stop a workflow if the first email in the sequence is rejected, undeliverable, etc.? I see the following condition is available "email has been sent"/ "Is" / "False" but, I'm not sure that will stop the flow given that the email has been sent, just not delivered. Please advise. Thanks!
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Add Bcc address to automated campaign
Hi, I've set up an automated campaign that sends an email message to a person. Now I would like to receive a copy of every email that is sent out. Is there a possibility to add a Bcc address to a campaign or email template? Or any other way to accomplish this?
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Workflow automations not working for imported deals
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
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Email Automation Tracking & Management
I’ve set up a lead email automation, so that new leads added with the label ‘New Lead’ goes into a 3 email automation with delays, only receiving email 2 and 3 if they don’t reply. However, upon testing this on myself, I can see that me being sent the email didn’t track on the lead (despite selecting the track opens and…
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Is there a way to prevent duplicated contacts coming from facebook leads?
I'm sorry if this is a stupid question but im new here. 😄 Is there a way to prevent duplicated contacts coming from facebook leads? Zapier has something called "find person" that "do the work for you". But i cant use Zapier. Thank you!
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Automations and activities
Hi everybody, we were asked, a few times, to : 1) create an automation that delete future activities, for example follow up, if related deals get closed. 2) update the duration of an activity, via internal automation, using a custom field present in the related deal (example: days of a reservation) In the first case, we…
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Automations based around due dates
I am trying to work with activity due dates to trigger events for automation. In my opinion, this would be one of those essential triggers i.e. due date hits and a manager is notified that something did not get completed or due date hits and a series of emails is sent to client and employee speaking on the missed due date.…
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Google maps distance integration
Our company filters our leads based on their distance from us in miles. We have a distance field that we manually update but it is time consuming to check each one manually. Has anyone been able to create an automation to determine the driving distance between two addresses and set that as the value in a custom field? In…
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Workflow with Teams Channel Integration - Tagging in Card
I recently integrated Pipedrive with a Microsoft Teams Channel to share by a push notification when deals are won and who by. Is there an option in this Pipedrive card to also tag the account owner/sales person in the card? Here is the current Workflow Action.