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Zapier
Zapier

Are you a Zapier expert or do you need help with some Zaps you're working on? Here's the place to be.

Zapier is an integration platform that allows you to connect different apps you use every day to automate tasks and save time.

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Looking for Automation expert/help

Located in US, east coast - would like to hire someone to help me build out various automations. Not super complicated, but need text messages as well as email so will need to incorporate both PD and Zapier automations.

I need to understand the setups so I can manage/edit as needed. I've previously done this myself but I think an expert would be able to help me get this done faster. I'm converting from a different software and want to recreate automations we already have set up.

Date and time formatting in Integromat (Make)

Hello,

I want to send an email with the date and time of a meeting via Integromat. However, the next activity data comes into separate parts : 1 The due date of the activity and the due time of the activity.

Does anybody know how to combine those data all together in order to form a single one ? 

Thanks

Question about display organisation adress

Hi,

 

I'm looking for a solution to display the adress of an organisation (not the organisation linked to the deal) but a custom organisation field in a confirmation e-mail.

So, in the screenshot below: I would like to display the adress of 'Camping Ganspoort' in a e-mail template

 

I can access this adress in third party tools, but not directly in Pipedrive if I'm correct. Is there a way? I found somewhere a Zapier could be an option, but don't understand how that should work.

BR

Hugo

Trigger automation when deal is won

Hi. I need to trigger an company wide automation (in a specific pipedrive pipeline) through zapier (or the Pipedrive workflow automation) thats triggers when a deal is won AND the deal includes one or many different specified products. E.g. Depending on what kind of product(s) is in the won deal it needs to trigger one or many different automations to start the delivery phase of each separate product/service. How should i attack this challenge?