Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM. This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to…
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
Hi, I have many E-commerce clients that can really use the product image and since they have hundreds of products this can't be done manually, it needs to be done via automation, is this being developed? if not can this be considered? Thanks
Greetings, I have a client who runs many workflow automations. He recently discovered many automations failed, but he had no idea that these automations failed. Now he became furious because these automations were crucial for his business. Is there any way to get notified when automation failed? I believe Zapier provides a…
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
We need the functionality to schedule an Automation by date. Such as: Send email on the 3rd day of the month Create a lead on the 1st of the month On the last day of the month, send a Report or Dashboard link to an email address We could put this to use in this related post: Insight Report & Dashboard Auto-Send — Pipedrive…
Hi team, We've had an idea from a member of our team which we'd appreciate to be considered → If we can get automations to trigger from an import then we can map deal stage changes to the direct import which removes some manual steps of someone having to go through 5 filters and manually bulk edit deals to sit within the…
Currently, when viewing a deal, it's very easy to change stages by clicking the green segmented bar. It's very easy to accidentally change the stage with an errant click. This has two main problems: It's not possible to edit the deal stage change history, so mis-clicks cause data integrity issues. Automations that trigger…
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
Can i send a webhook 1 hour before an activity is due ? I see that i can run automation for only X days before and at specific time :) I dont understand why Pipedrive made automations if we HAVE to choose time to run.. this is no sense..
Hey everyone! 👋 Kenton here from RouterJet. We’ve just shipped a “Date → is within the last …” condition that you can plug into any RouterJet rule. Set the number of hours or days you need and the rule will only touch records inside that window. Why it’s handy Fresh-lead routing – send deals created in the last 24 h…
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