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@bjovicevic what do you mean by timeline view? You can add date fields (e.g. Lost Time, Deal created time) to any list view (Activities List view, Deal List view) by clicking the gear icon in the list view (min 2:36). I don't know of a way to add activities through an email extension, but there are lots of ways to add activities quickly using workflow automation! I've got some other RUclips videos about that, so feel free to check them out!

Hi Nicole - I think this should be fairly straightforward to do in Zapier. I'd recommend something like the following: 1) When a Pipedrive Deal Matches a Filter "Deal Revenue Since Start Date" is not empty 2) In a Formatter by Zapier step, Date / Time Action Event, Add/Subtract Time and enter: - Input: {{Deal Revenue Since Start Date}} - Expression: -6 Months - To Format: Select the Date output format you'd like 3) Update Pipedrive Deal and update the "Deal Revenue Service Mid-Date" detail field from the output of step 2. Hope that gets you where you need to be. If you need any additional help, feel free to book a time calendly.com/lizpeterson/pdsupport30

@@opsdesigned Thank you so much for the help! I'm nearly there. I have it populating the "Mid-Date" but it's making it 1 day after the "Deal Revenue Start Date" and not 6 months before 🤣 so I am going to need to keep tweaking the date formatting I think. I don't seem to have the option MMMM D, YYYY but I'll keep at it and thanks once again for your assistance.

Awesome! In the "To Format" part of the formatter step, click the three dots and select "Custom." Then, in the field type in MMMM DD, YYYY and that should get you the output formatted like: March 18, 2024

It comes down to whether or not you care about conversion metrics in your main pipeline. If you do, by moving deals that don’t convert, you’re losing that data. There’s technically no need to move the deals to a different pipeline to do a follow up email series. Instead, you could trigger the emails based on a deal’s lost time and reason, keeping the deal exactly where it was when lost.

Check out ruclips.net/video/3w56WJwovPc/видео.htmlsi=YuSwxOXqXdK5Zq53 - it's been updated just recently!

Glad you found it helpful, Jonathan!

Close, but not quite. If you set the automation to "Trigger by selected users" then if ANY of the selected users trigger the automation, the defined action will take place.

I'm so glad to hear you've found them helpful! That's the goal 😃. I'm definitely trying my best never to expose actual customer data 🤦, so I've probably got to update my demo database!

Awesome! There are a lot more customizations you can do in PandaDoc compared to Smart Docs - for example auto-reminders, setting a document expiration, etc. That being said, Smart Docs is a fully functional esigning tool, so if it has enough of the features you need, go for it!

Glad you found it helpful!

Yes, the max for bulk email is 100. If you're emailing thousands of contacts at a time, an email marketing tool might be better suited for the task. If you are emailing just a few hundred or so, I recommend creating sub-filters so that you can email them all through a few bulk email actions and keep track of who you've already emailed. The first time around this could be as easy as adding "email messages count" is less than 1. If you want any help figuring out how to email your list and keep track of who has and who hasn't gotten the email, I think we could get this done in a 30-minute convo - calendly.com/lizpeterson/pdsupport30

Glad it was helpful!!

They shouldn't have to open the attachment to add the event to their calendar. The first time they're scheduling through Pipedrive, they may need to open the email and click "yes" that they're attending, but from then on out their email provider should recognize scheduler@pipedrive.com and auto-add the event to their calendar.

Ok thank you. And do you know whether it is possible when someone books a meeting and enters his name and organization, to create new person and organization with these inputs? I thought that would be standard but those fields are not connected and it seems pipedrive cannot use scheduler entries to fill in fields in pipedrive. Thanks

I cannot find in automations to fill a person name field in a contact with the person name filled in in the scheduler booking page.

@@cmore2941 A person should automatically be created w/ the booking details. If that's not happening, I'd check with Pipedrive support. You could create an automation -- when an Activity is created use the details of the meeting to find or create a Person. -- but you shouldn't need to do this.

Phenomenal. Glad to hear it!

The benefit of using the Leads inbox to qualify prospects vs. Contacts is that (1) you can archive Leads, so it can be easier to keep track of who's been disqualified vs. qualified vs. still-needs-to-be-qualified. (2) Leads also have the same detail fields as Deals, so if, for example, through the qualification process you're able to fill out some custom Lead/Deal detail fields, this is possible if the Contract is tied to a Lead and not-possible if the qualification is happening only on the Contact.

Do you mean how to automatically update a Lead with a lost reason? To do this you'd just select your Trigger and then select an Action and in the Action step choose to to "Update lead fields"

@@opsdesigned Not exactly, I've created an automation with a condition that if the company has less than 10 customers, an email is sent and the Lead is Lost. I manage to "Update lead fields" and select "Lost Reason" however I am not able to finish and to put the lost reason I want.

@@EtiennePortier I don't think I'm fully understanding what you've got built. Leads can't technically be lost (only archived), so if you're updating a Lead "Lost Reason" my assumption is that's a custom field. If it's a single-option field, you should be able to select the option you want in your "Action - Update lead fields" workflow automation step. If that's still not getting you where you need to be, I'd be happy to troubleshoot with you on a call calendly.com/lizpeterson/pdsupport30

Glad to hear it! I always vote to keep things simple, when simple works. With the details you provided, I'd recommend using the first stage in your Deals Pipeline (e.g. New Deal). This keeps everything in one place and means you only have to teach your partners one process. At minimum, I'd recommend the following lost reasons - e.g. Wrong Number, Not Interested, Not Qualified. Once you've reached someone, if they're qualified, you'll have your partners move them into the next stage - e.g. Qualified. If someone is not qualified, not interested or not reachable, the deal will be marked as lost w/ the appropriate lost reason. Your limit is on Open deals, so as long as you don't have more than 10,000 sitting in the backlog, you'll be fine. Just import lists over time as your partners are able to work through them and mark them as lost if not qualified, not interested, or the do not have the right number.

@@opsdesigned Thank you. This was very helpful.

You're very welcome!

Great question! You likely don't have access due to your user settings. Reach out to an admin user on your Pipedrive account and asking them to give you access under the Global features.

@@opsdesigned Thank you !

Glad you found it helpful!

So glad to hear it!

Hi Paul - check out the video at 1:20. The email will auto-link to the contact/person if the to: email matches the contact email, but you can also manually link/unlink the email to people using the top right section “People in the conversation”

A custom activity type? Creating custom activity types can be created under your account settings. In the automations you should be able to choose from the list of options that exist from your account settings. It shouldn't be an issue of your license level.

@@opsdesigned Thank you. I was able to create a new activity type following Settings -> Company Settings then clicking over to Activities -> +Activity type.

Hi Diego - Zapier Tables works very similarly to a google sheet. I have a video about that here ruclips.net/video/zXaxAlyzKQ0/видео.html

You are so welcome!

Thanks for the feedback, Mike! Glad you're finding them helpful!

You won’t be able to have custom attachments to automated emails using pipedrive’s workflow automation, but you can using zapier. Checkout my videos on PandaDoc for some examples.

You can add an attachment to an email template in Pipedrive. Otherwise to add dynamic attachments you’ll want to use an automation tool like Zapier or Make.

Yes! I have a demo of that here: ruclips.net/video/cI2feAImE_M/видео.htmlsi=DbZqgcxqF8yPwAhN

@@opsdesigned Thanks so much!

So glad to hear that, @janetmobley9473! Jotforms don't have all of the same triggers and actions available as PandaDoc - for example there's no Jotform Viewed trigger. However, there is a "New Signed Document" trigger for Jotform, so you could build an automation based on that trigger. For more details on what I mean, check out zapier.com/apps/jotform/integrations and scroll down to the "Jotform integration details" section. If you want, you can then compare it to zapier.com/apps/pandadoc/integrations.

You can't link multiple deals to a single activity. Depending on how important this is, you could use Pipedrive Projects for this use case as you can link multiple deals to a single Project and then have activities tied to the projects.

@@opsdesigned Thank you so much, I just want to clarify, let's say I link multiple deals in a single project and have activities tied, will if affect the other deals linked to this project if only one deal is marked as won?

@@AmeerahSantiago marking one deal as won will not affect any other deals linked to the Project. In this scenario you'd likely link the activities to the Project rather than any individual deal and from the Project you can access any Deal to update the stage, status, etc.

Great question! PandaDoc has great built-in follow-up and payment collection functionality. You can also build fully-automated flows using a tool like Zapier: ruclips.net/video/2ctb9CIPXHQ/видео.htmlsi=TXCnV6borXfqGgsS. If you're interested in a PandaDoc trial and want to support more content like this, please use this affiliate link bit.ly/pandadocod

@guyc793 you should be able to update custom fields in your workflow automations. From your Action Step, select the "back" button (see minute 3). From there you should see a list of all of the default and custom field options. Select the ones you want to update in your action step, click "Next," and then you should be set.

@@opsdesigned Thanks, but weirdly enough that option doesn't show up for me. Is it an account situation? The custom fields don't even show in that menu

@@guyc793 🤔. It's possible it's a permissions issue. Are you an account admin? If you'd like to debug this together, feel free to schedule a time calendly.com/lizpeterson/pdsupport30 These things can usually be solved pretty quickly with a screen share.

Did you figure this out? I also can't add a priority to an activity

@@sheldonswanepoel3938 are you trying to add the priority using Pipedrive workflow automation? If so, in the Activity Action step, be sure to select "Priority" which is under the CUSTOM FIELDS section.

Definitely makes sense! What you need is a unique identifier within the deal and then instead of using a Create Deal step, you'll use a Find Deal step and search by that lookup term. Email is typically best. So, create a custom Deal field to capture the person's email and then do a Find Deal step searching by the email used to book the discover call.

Yes, it will only sync emails automatically from the time you've turned on email sync. Here's more on historical syncing support.pipedrive.com/en/article/how-can-i-set-up-the-email-sync#syncing-past-emails

Ok, thank you

I'm glad you found it helpful! Let me know if there's anything else you'd like to see in future videos.

Great question! By building these individually, the following activity won't be created until the previous activity is marked as done. For example, let's say you have 5 activities that are all created 1-day after the previous is marked as done. Activity 1 is completed on Monday. Activity 2 is created on Tuesday, but the sales rep is out sick Tuesday, Wednesday, Thursday. On Thursday, instead of coming back to Activity 2, Activity 3, and Activity 4, the sales rep will only come back to Activity 2, overdue from Tuesday. Then, when they complete that activity on Thursday, Activity 3 gets created on Friday.

Thanks for watching! Glad you found it useful. Let us know if there's anything else we can help with!

Glad you found this helpful! When creating an activity you have the option of linking it to a Person, Deal, and Organization. An Organization can have many open deals, so if your automation trigger is related to an organization, you won't be able to identify the correct deal. If your automation is "Deal Updated," for example, you can link the activity to the Deal and Organization.

Thank you! Glad it was helpful!

You're welcome! Yes, that's normal. The duplicate deal will have the duplication date as its creation date. If you need to update it, to match the creation date of the original deal, you can, but with Workflow automations it would have to be done manually.

Glad you found it useful!

Glad to hear it! Let me know how it goes.