Skip to main content

Workflow Automation
Workflow Automation
  • Hit "Follow" to always stay posted. โ†—๏ธ
  • Discuss Workflow Automation, its benefits, tips and tricks to make the most of automated actions in Pipedrive.
    ย 
395 followers
57 questions
896 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

๐ŸŽฅ How to customize your notifications, follow topics, and join channels in the Community.

Improving Workflow Automations

It would really help if PipeDrive would develop management tools for workflow automations.

I am the administrator for our company's account. We have MANY workflow automations. Currently, there is NO WAY to:

  • organize them into user-defined categories,ย 
  • quickly view how they are constructed, orย 
  • manage automations created by other users (unless I log in with their credentials).ย 

These limitations make it MUCH HARDER to work with them. We have dozens of automations. It is very time-consuming to scroll through the unorganized list searching for what I think I need. I am dependent on the automation's name (since their is no quick view its structure) to locate what I'm looking for. In particular:ย 

  • 1) it is difficult to locate the source of a problem when something is not working as expected;ย 
  • 2) it is time-consuming to update parameters when conditions/needs change.

Wouldn't be awesome if:

  • the automations could be organized as a gantt chart or some sort of pipeline fashion? I don't know about others users, but our automations move our deals through our pipelines, so this kind of organization tool could really help the administrator "see" the flow.
  • one could filter the automations using key concepts like trigger, conditions, or actions? Then a user could MUCH more quickly locate the type of automation they are looking for

Thanks for listening!

Looking for RSVP application

Hi,

I'd like to send out emails with an invitation to clients / contacts. These emails should include one or more buttons / links (e.g. to a form) where a user can answer if they will attend a meeting or not (or give an additional information).ย 

Was testing some forms, but these solutions can't prepopulate fields, e.g. contact name, in a secure manner (e.g. jotforms always query string parameters, but that would make the form not very secure).

Did I miss this kind of feature?

Ian
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์›Œํฌํ”Œ๋กœ์šฐ ์˜ˆ์‹œ: ์„ฑ์‚ฌ๋œ ๊ฑฐ๋ž˜์˜ ๋ณต์ œ + ๋ณต์ œ๋œ ๊ฑฐ๋ž˜์˜ ํŒŒ์ดํ”„๋ผ์ธ ์ด๋™

์งˆ๋ฌธ: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ Sales ๋‹จ๊ณ„๋ฅผ ๊ด€๋ฆฌํ•˜๋Š” ๋ฐฉ๋ฒ•์€ ์•Œ๊ฒ ๋Š”๋ฐ, Customer Success๋‚˜ Account manage๋Š” ์–ด๋–ป๊ฒŒ ์ง„ํ–‰ํ•ด์•ผ ์ข‹์„๊นŒ์š”?

๋‹ต๋ณ€: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›Œํฌํ”Œ๋กœ์šฐ + ๋ณต์ˆ˜ ํŒŒ์ดํ”„๋ผ์ธ ์ƒ์„ฑ์„ ํ†ตํ•ด ์˜์—…์ด ์™„๋ฃŒ๋œ ๊ฑฐ๋ž˜์˜ ๊ด€๋ฆฌ๊ฐ€ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

์˜ˆ์‹œ:

  1. ๊ณ„์•ฝ์ด ์™„๋ฃŒ๋œ ๊ฑฐ๋ž˜๋ฅผ ์˜์—…ํŒ€์ด ์•„๋‹Œ ๊ณ ๊ฐ๊ด€๋ฆฌ ํŒŒํŠธ์—์„œ ๊ด€๋ฆฌํ•˜๊ณ  ์‹ถ์„ ๋•Œ
  2. Account managing์„ ํ†ตํ•ด Upsell / Onboarding ์ง„ํ–‰์ƒํ™ฉ์„ ํŠธ๋ž˜ํ‚นํ•˜๊ณ  ์‹ถ์„ ๋•Œ

์ด ๊ฒฝ์šฐ, ์„ฑ์‚ฌ๋œ ๊ฑฐ๋ž˜์˜ ๋ณต์ œ ๋ฐ ๋ณต์ œ๋œ ๊ฑฐ๋ž˜์˜ ํŒŒ์ดํ”„๋ผ์ธ์„ ์ด๋™ํ•จ์œผ๋กœ์„œ ์˜์—… ์‹œ ์ถ•์ ๋œ ๋ฐ์ดํ„ฐ๋ฅผ ์œ ์ง€ํ•˜๋ฉฐ ๊ณ ๊ฐ๊ด€๋ฆฌ๋ฅผ ์ง„ํ–‰ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

< ์„ฑ์‚ฌ๋œ ๊ฑฐ๋ž˜์˜ ๋ณต์ œ ๋ฐ ๋ณต์ œ๋œ ๊ฑฐ๋ž˜์˜ ํŒŒ์ดํ”„๋ผ์ธ ์ด๋™ ์›Œํฌํ”Œ๋กœ์šฐ ์ž๋™ํ™” ์˜ˆ์‹œ >

  • ์›Œํฌํ”Œ๋กœ์šฐ ํ๋ฆ„
  1. ํŠน์ • ํŒŒ์ดํ”„๋ผ์ธ์—์„œ ๊ฑฐ๋ž˜๊ฐ€ ์„ฑ์‚ฌ๋จ (ํŠธ๋ฆฌ๊ฑฐ)
  2. ์„ฑ์‚ฌ๋œ ๊ฑฐ๋ž˜๋ฅผ ๋ณต์ œ
  3. ๋ณต์ œ๋œ ๊ฑฐ๋ž˜๋ฅผ ์ƒˆ๋กœ์šด ํŒŒ์ดํ”„๋ผ์ธ์œผ๋กœ ์ด๋™

1. ์›Œํฌํ”Œ๋กœ์šฐ ์ƒ์„ฑ ํ›„ 'ํŠธ๋ฆฌ๊ฑฐ'๋ฅผ '์—…๋ฐ์ดํŠธ๋œ ๊ฑฐ๋ž˜' ๋กœ ์„ค์ •ํ•ฉ๋‹ˆ๋‹ค.

2. ์›Œํฌํ”Œ๋กœ์šฐ๊ฐ€ ์‹คํ–‰๋  '์กฐ๊ฑด'์„ ์„ค์ •ํ•ฉ๋‹ˆ๋‹ค. (์›Œํฌํ”Œ๋กœ์šฐ๊ฐ€ ์ ์šฉ๋  ๊ฑฐ๋ž˜๋ฅผ ๊ตฌ๋ถ„ํ•ฉ๋‹ˆ๋‹ค)

3. ์กฐ๊ฑด ๋ฐœ๋™ ์‹œ '์กฐ๊ฑด์— ๋งž๋Š” ๊ฑฐ๋ž˜๋ฅผ ๋ณต์ œ'ํ•˜๋Š” ์•ก์…˜์„ ์ง€์ •ํ•ฉ๋‹ˆ๋‹ค.

4. ๋ณต์ œ๋œ ๊ฑฐ๋ž˜๋ฅผ ์ด๋™์‹œํ‚ฌ ํŒŒ์ดํ”„๋ผ์ธ ๋ฐ ์ด๋™ ์‹œ ๊ฑฐ๋ž˜์˜ ์ƒํƒœ๋ฅผ ์ง€์ •ํ•ฉ๋‹ˆ๋‹ค.

์œ„์™€ ๊ฐ™์ด ์›Œํฌํ”Œ๋กœ์šฐ๋ฅผ ์ด์šฉํ•ด ์„ฑ๊ณตํ•œ ๊ฑฐ๋ž˜์˜ ์ž๋™ ๋ณต์ œ ๋ฐ ๋ณต์ œ๋œ ๊ฑฐ๋ž˜๋ฅผ ์›ํ•˜๋Š” ํŒŒ์ดํ”„๋ผ์ธ์œผ๋กœ ์ด๋™์‹œํ‚ฌ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ฃผ์˜:ย 

  1. ๋ณต์ œํ•  ๊ฑฐ๋ž˜์˜ ์กฐ๊ฑด์‹์€ ๋ฐ˜๋“œ์‹œ '๊ฑฐ๋ž˜ ์ƒํƒœ' / '๊ฑฐ๋ž˜ ํŒŒ์ดํ”„๋ผ์ธ'์ด ํฌํ•จ๋˜์–ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.
  2. ๋ณต์ œ๋œ ๊ฑฐ๋ž˜๋ฅผ ์˜ฎ๊ธฐ๊ธฐ ์œ„ํ•œ ์•ก์…˜์—์„œ๋Š” 'ํŒŒ์ดํ”„๋ผ์ธ ๋‹จ๊ณ„'๊ฐ€ ์ง€์ •๋˜์–ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.
  3. '์ƒํƒœ' ์˜ ๊ฒฝ์šฐ, ์šด์˜ ํ˜„ํ™ฉ์— ๋”ฐ๋ผ '์„ฑ๊ณต' ํ˜น์€ '์ง„ํ–‰ ์ค‘'์œผ๋กœ ๊ฑฐ๋ž˜๋ฅผ ์ด๋™์‹œํ‚ฌ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”!
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)

Auto emailing template email for person in custom field in Person, Deal or Organization?

Hi! I have searched the forums for an answer to this problem but nothing specific answered my question.

I am a real estate investor, 1 man shop, and use a Real Estate agent to sell my renovated properties. I have my system set up like this: Person is the individual calling me about selling the property, Deal is where I place all my data about the property, appointment info, my offer, ect. Organization is the address of the property and I place all my info about buying and selling the property under Organization. Info like buy or sell price, closing agent and the RE agent. I was planning on using the fields in Organization on the deal page

I wanted to send my RE agent an email with the property info already inserted, asking price, parcel ID and whatnot when my trigger "Notify FRS Agent to is moved to "Yes". I did not work. I tried tying my RE agent to the Organization, did not work. I moved the fields to the Deal section and the email went out but only to me as the Org owner. I just tried using a trigger in Deal updated so when the Exit Strategy custom field is moved to Wholesale or Retail for condition and I thought the email would be send to Deal owner email (I suppose me), using email template "Seller Opportunity, Email Template Deal (Deal?), Email Template Organization (Deal organization?) and Email Template Person (FRS Agent-S for my RE Agent?).... (More)