The single most important automation to build in Pipedrive

[@forestcityguitarlessons]

Thank you Liz! Your videos have helped ENORMOUSLY with migrating my multi-system backend into Pipedrive :) much appreciated!

[@opsdesigned]

Phenomenal. Glad to hear it!

[@diegomartineztagle8652]

Thank you Liz!!!! I see is that way only.

[@DiegoMartinezTagle-jv5cc]

Liz great video!!! How I can attach a custom proposal to an automatic email? Thanks!!!

[@opsdesigned]

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.

[@AmeerahSantiago]

We are currently dealing with a single contact person where multiple deals are discussed, leaving one of the deals in Pipedrive having "no activity" set as it is discussed already on a single activity. Is there any way I can link multiple deals on a single activity ?

[@opsdesigned]

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.

[@AmeerahSantiago]

@@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?

[@opsdesigned]

@@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.

[@guyc793]

How did you add custom fields to automations? Im getting stuck with the "priority" field. I added it as a custom fields, but it doesnt seem like custom fields are allowed in automations :)

[@opsdesigned]

@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.

[@guyc793]

@@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

[@opsdesigned]

@@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.

[@sheldonswanepoel3938]

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

[@opsdesigned]

@@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.