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Pipedrive Workflow Automation beta-testing
Pipedrive Workflow Automation beta-testing
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5 posts

Do you love our automations and would like to be on top of what is coming by helping us beta-test new versions? Then, this is the place to be ;)  

Jeremy followed 9 days ago
Joseph ValentiCommunity Driver
Founder - - Toronto/Montreal

Ambitions for Workflow Automations

Good day @Nuno Oliveira

I hope that you have enjoyed a good week. All is fine with us.

It has been a couple of months since our last interaction. I wish to document/update my comments related to automations.

1) The absence of date-based triggers is an obstacle that blocks sales to new customers with considerable frequency.

2) When jumping over one stage deal, Pipedrive triggers all the automations of the ''skipped'' stage. For many of our customers, skipping a stage explicitly means that those automations are not required/desirable. It must be possible to disable automations for a skipped stage.

3)... (More)

John followed 2 months ago

LeaD vs DeaL!

Hello everyone!

DEAL, is the heart of Pipedrive! However to circulate the blood more efficiently LEAD needs to join DEAL as well! Let's talk business.

LEAD should have a design like DEAL, for example there should be PIPE defined for LEADs, in fact certain times you have at lease 3 to 4 stages for each lead.

Imagine I have integrated my website to Pipedrive. I am not able to show these LEADS in Lead section, but I have to put at the first pipe under Deal section! But why?

To recap :

  1. LEAD should have an interface similar to DEAL... (More)
Jan replied a month ago

Another beta-testing round!

We have an improved version for you to test! 

If you have participated on April's round I kindly ask you to let others have a go this time. There will more opportunities coming up ; ) 

So, If you would like to test our latest beta-version of Workflow Automation, share your valuable feedback and help us improve it, then click on the link to book a time :) 

If you run into any issues booking a time, please let me know!

Luciana liked 3 days ago
Joseph ValentiCommunity Driver
Founder - - Toronto/Montreal

Time/date-based "triggers" for "actions" in automations

Thank you, @Nuno Oliveira , for continuing to advance this project. Demand from customers for this capability is very high.