Love your content Paul! Can I make an automation with Zapier or PIpedrive automations to automatically create a new project after a deal is "won"?? I want to be able to mark a deal as won in the deals panel and then have it automate a new project from my project templates for that business! I hoping it can trigger the right project template based on what "products" I have attached to the deal. Does that make sense?
Yes, you could do this with Pipedrive automation. Check out this video: ruclips.net/video/oyoWFZm18ZM/видео.html&pp=ygUScGlwZWRyaXZlIHByb2plY3Rz There's a section at the end showing an automation.
Is there a way to remove the activities for a person if the deal is lost. Right now the activities assigned are still there even if the deal is lost ?!
Hello, I have a quick request. Do you know how we can unfollow the previous owner of the deal when we change the deal owner automatically? I really need a Way to Stop Auto-Assigning Followers & Bulk Remove Followers.
Love your content Paul! Can I make an automation with Zapier or PIpedrive automations to automatically create a new project after a deal is "won"?? I want to be able to mark a deal as won in the deals panel and then have it automate a new project from my project templates for that business! I hoping it can trigger the right project template based on what "products" I have attached to the deal. Does that make sense?
Yes, you could do this with Pipedrive automation. Check out this video: ruclips.net/video/oyoWFZm18ZM/видео.html&pp=ygUScGlwZWRyaXZlIHByb2plY3Rz There's a section at the end showing an automation.
Is there a way to remove the activities for a person if the deal is lost. Right now the activities assigned are still there even if the deal is lost ?!
This would be a bit too complex for Pipedrive's automation but you could do this with Zapier.
@@minor-co Thanks for answering but will the activities fire/ still be active even if the deal is lost ,🤔
@paul Is there any certification programme to a master Pipedrive?
You mean my Master Pipedrive program? If you do the program, I'm happy to provide some form of certification to say you've done it 👍
That sounds like a good idea, as long as I'm able to develop a skill
Why does Faith manually follow up with a TextExpander snippet, instead of having an automated email go out from pipedrive ?
Some of the TE snippets we use have fill-ins, dropdown menus and optional sections which Pipedrive templates doesn't support.
I am in the comments for this answer. :)
where do you edit your templates, and create new ones ? thx
The automations you mean? Go to the Automations tab and click the three dots next to the automation to edit it.
Hello,
I have a quick request. Do you know how we can unfollow the previous owner of the deal when we change the deal owner automatically? I really need a Way to Stop Auto-Assigning Followers & Bulk Remove Followers.
Unfortunately I can't see a way to do this with automation. Seems like it's going to have to be manual I'm afraid.
Is there a way to create an automation if a Lead gets Converted to a Deal?
Unfortunately not at this time. I hope Pipedrive updates this.