Learn more about using email templates to boost sales here In this lesson, our senior manager for global account management, Viktoria Babisashvili, shows how you can create impactful email templates, automate sequences, manage group emails, track important conversations, and optimize your Sales Inbox. This video is part of…
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
Hi there - wondering if someone has come across this and has advice. I have an automation (several actually, but all similar) set up with a Date Trigger. Specifically set to run 1 Day After the Date Field (e.g., 1 day after Last Connection Date). Idea being to create a reminder activity to reach out. Thing is, it never…
Hi, How can I compare if the expected close date is before today? If it is a date in the past. Can't see the option… Thanks!
Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
I want to record the date/time when a deal was first assigned to an agent. Time to assignment is an important metric for us. Ideally I can record it within pipedrive in a custom field. Any ideas?
Are you considering allowing automations to work with the import function? For example, uploading a list of deal IDs to trigger specific automations. Currently, bulk edit triggers automation, but bulk import would be more efficient for high-volume tasks like assigning products to multiple deals. e.g. I have 3 products that…
Unless I am mistaken, there doesn't seem to be a way to set up an alert or notification for when an email automation fails. We rely on this email automation sequence to onboard our new clients and it would be helpful if we were notified if any of these emails fails to send!
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…
Hi! I am in the process of creating an automation that has the purpose to be triggered when an Organisation Owner is changed so that Contact Owner on all Contacts linked to this Organisation has the same new Owner. I have created an automation for this (see image) but as the step of Action I am forced to fill in the field…
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