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New: Workflow Automation History 📝

What?
Users can understand the status of a given automation execution and troubleshoot it when the outcome is not as expected:

  • The historical execution data is kept for 15 days for all workflows.
  • For workflows with delay steps on top of those 15 days, the executions are kept for the total delay period configured in the workflow, so that you can track those during the whole execution’s timeline.
  • You can only see executions from workflows created by you. It is not possible to see executions from workflows created by others.

 

For Whom?
All companies and users with access to workflow automation
 

When?
Gradually rolling out throughout this month

 

Check out the Knowledge Base article here to learn more.

Sign up to be an early Automated campaigns Beta user!

Starting July we will be  releasing the first version of marketing automations for our customers. Our team is looking for users willing to be among the first to try the live functionality. We will be releasing the feature gradually, making sure that the sending of emails works as expected.

Early adopters

First users will receive access to the live feature in the first part of July. Dates will be specified a couple of weeks later. At this stage, functionality will be only in English, as translations will not yet be in place. 

As part of the process, we will invite early adopters to 30-45 min interviews after trying out the functionality, about their experience, any comments or propositions. 

Who are we looking for?

  • Experienced users, who have sent out several email campaigns through Campaigns
  • Customers on Advanced or Professional plans
  • Preferably, users with at least 5000 subscribed contacts

If you are interested in getting access to this feature first, apply in this google form by the June 30th.

Workflow Automation to make custom field match label

I would like to make a custom deal field that automatically matches the deal label.

We label deals based on the purchase number of that organization e.g. purchase 1, 2, 3, 4, 5, etc. but I want to be able to see this label in the left column of the deal, not have to scroll up to the top to see it, so was thinking to make it a custom field that is automatically populated to copy the label. If this is possible, what workflow would trigger this?

How to document automations outside Pipedrive?

Hi Pipedrive Community!

We are several admin users and we would like to share with each other the automations we did to coordonate everybody. The problem is that it is possible to list the automations done by another admin user but not edit them in a read-only mode to see what's inside (but we can suppress them!... crazy isn't it?).

Does someone know a tool we could use on the top of Pipedrive to extract the automation schemes and make a sort of admin user guide to document them?

Thank you in davance for your help!