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Workflow automationActivitiesCall Tracking

Asked a question 5 months ago

Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful calls to a lead the lead is sent an email automatically saying "we've been trying to get in touch..." ? Thanks

Liked by Bert Calatz

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HI! I have an Automation question : I have 2 Zaps running from Facebook to Pipedrive. - first one creates deals in ... thing wrong from the beginning? :D)

Is there a way to link anything (emails, calendar items, etc.) to Leads? Activities can be scheduled in the Lead, but ... in my mind that is quite cumbersome.

Good morning everyone, I am getting to grips with the automation function in Pipedrive and have set up an auto email ... in advance for your help! Richard.

Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote. We tried to ... and many other CRMs have this feature.

How can I create an automatic follow up email after X days without an answer with a different email template? See image ... not a paid marketplace app. Thanks!

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Asked a question 5 months ago

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