What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
I want to send an email notification based on automation. Something like: send an email notification to a distribution group 35 days before the custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive or info@mycompany.com. I don't want all my…
Hi there! New user of Pipedrive here and been enjoying the experience and functionality so far. I've gotten a good workflow going on using Make and Pipedrive, I'm parsing leads and deal information coming in via my own email and pushing the data to Pipedrive (person creation, deal creation, product, and linking all of them…
I have a set of date based automations that are not running at all
I want to send an email notification based on automation. Something like: send email notification to distribution group 35 days before custom field Contract End Date. But I do not want to set up an email synch with my work email. I'd like to have it sent from Pipedrive. I don't want all my email synched AND the automation…
I've got a condition where if deal is less than £180,000GBP ARR then I can allow the deal to move to the next stage. However for larger deals I need to get financial approval from another department. I can get it working fine for GBP but I don't want to have to duplicate my logic for every currency I support. Ideally…
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
Hi, everyone! I'm wondering how to set it up so that when someone is no longer the owner of an item, they automatically stop following it and no longer receive change notifications. Since they’re no longer the owner, it doesn’t make sense for them to keep receiving updates.
Hi everyone, I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to…
Hello everyone, I'm having an issue with my automations. When my colleagues use them (even though I am not active in the process), the emails are still sent from my mailbox. With the number of colleagues using them, this results in hundreds of emails being sent, which ends up blocking my mailbox. I can no longer send or…
I am actually building automation to convert lead into deals, with automatic allocation to the right pipeline, and at the ame time sending a confirmation email to th elead that they would be contacted soon. Eah of my Pipeline in Pipedrive concerns a team and each team has a sales manager, so I would like the confirmation…
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