@janusask Жыл бұрын
Thank you for a very informative video. To test my automations containing delays I normally change the delay step to 3 minutes during testing. That way testing can be conducted at a more efficient pace. Just an idea being put out there.
@minor-co Жыл бұрын
Great idea. I do the same, I should have mentioned...
@melodiesfeir9427 6 ай бұрын
Thanks Paul, very useful !! quick question - I would like to create 2 automations that are : - if contact person is created AND organisation type (custom field) is Venture Capital > send email template to contact person Also if I had 100 new contacts the same day will that work ? is there a limitation to the number of emails I can send ? Then the second automation I want to make is - if contact person has opened email AND organisation type is Venture Capital > create new deal in pipeline I have looked but I can't find an action that is being triggered by an email being open - is that correct ? thanks for your help !
@minor-co 6 ай бұрын
This is a bit more than I can help with here in the comments. Can you please contact me here: paulminors.com/contact/
@Davewade9017 11 ай бұрын
Thank you. very informative video. Is there an option to add a condition not to send follow up emails if said client responds to first email?
@minor-co 11 ай бұрын
Yes, in the conditions there is an option to check for a reply which you can use to stop any further emails being sent
@LeeroyCrankins 6 ай бұрын
Great video, Paul! I’m looking to send warm follow-up emails to all my contacts at the beginning of each month. Any advice as to where I can set up that parameter? Thanks in advance!
@minor-co 6 ай бұрын
You could do this easily using the group emailing feature. Simply select the contacts from the list view and you can send a group email.
@centroknn 5 ай бұрын
Hi! Thanks for video. Is it possible to have tree with multiple options? For example one sequence IF email is opened or another sequence IF not
@minor-co 5 ай бұрын
I'm afraid Pipedrive's automations doesn't support that kind of 'if, then, else' logic at the moment. You can only add conditions to stop the automation if criteria aren't met.
@moonshotmedia4609 Жыл бұрын
Great video Paul. When setting up these automations can follow-up emails be sent in the same email thread?
@minor-co Жыл бұрын
Good question. I've never tried this but if you use 'Re: [subject]' the customers email client may add it to the same thread.
@funnelmatix Жыл бұрын
Hi Paul, great video as always! Is it possible to trigger these automations if someone fills out a specific form? I am thinking about a typical follow-up sequence. I have my ebook lead magnets attached to Pipedrive forms...
@minor-co Жыл бұрын
Yes. You would likely use a 'Lead Created' or 'Deal Created' trigger. So when your form creates the lead or deal, the automation could trigger a follow up.
@realtimecyber Жыл бұрын
Can you manually add people retroactively to this workflow?
@minor-co Жыл бұрын
It would depend on your trigger. e.g. if you trigger from a person label being updated, then sure.
@jonathonwsims Жыл бұрын
Our emails keep going to spam when sending through Pipedrive. Any thoughts?
@minor-co Жыл бұрын
Well the email is still going out from your Google or Microsoft account. The only thing I can think that Pipedrive is doing is adding the open/click tracking. But this is so common, I'd be surprised if this is why emails are going to spam.
@colvideos1 Жыл бұрын
Why are you always pushing Zapier when they charge per "zap" (transaction), when there are other free connection applications? Do you sell Zapier and receive a commission? Calendar and newsletter options are available without additional transaction fees. Hmmm....
@minor-co Жыл бұрын
Haha, no I don't sell or receive a commission on Zapier. It's just what I know and have used the most. I'm sure there are other options out there. I just stick with what I know.
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