Automations FAQ

Where can I find the item my automation has created?

If you’re using an automation to create deals, contacts, or activities and can’t find it:

1. Check your list view: Filter by Everyone, then sort by add time/deal created/person created. This will show you the most recent item in that respective list view.
   
2. Linked items: Ensure the Linked item box is checked if you can find the item in the list view but not in the deal/contact/activity.
   

Can I create automations using rotting time?

Currently, you can’t use a deal’s rotting time with automations. A workaround is to create a reminder activity with due dates to match your rotting times. This way, the activity will be due when the deal rots.

I just activated an automation but it’s not being triggered for the items I already have created

Automations are not triggered retroactively for existing items. They are triggered right after an event if the trigger conditions are met.

What happens when an automation’s owner is deactivated?

When the user who owns an automation is deactivated, that automation continues to run in the background if it’s still set to active. A global admin can disable automations from deactivated users.

Can I create an activity sequence through automations?

Yes, you can! First, create an automation as the first activity in your sequence (e.g., Deal created > Deal creator is me > Create activity). For follow-ups, use: Activity updated > Activity status has changed to done > Create activity. This way, once the first activity is marked as done, the next activity in the sequence is created.

Can items created via API or imports trigger automations?

Items created via third-party web forms or API requests can trigger automations if there’s an automation that matches the corresponding trigger and its conditions. However, imports do not trigger automations.

Can I add products to my deals using automations?

Yes, you can add products to a deal using the automation tool. Head to deal actions and choose the appropriate event. This allows you to add one type of product at a time, specifying quantity and price. For multiple products, add additional action steps for each product.

Can an automation be triggered by sending or receiving an email?

Currently, we don’t offer automation triggers based on emails being sent, received, or linked to an item. Conditions like email messages count are passive and cannot trigger the automation without an additional action.

Why are my activities not being created with automations?

Ensure to link the activity to as many items as possible, such as person, organisation, and deal. If these fields are not added to the action (create activity), the activities won’t appear in the deal or contact detail view.

Can I use integrations with the automation tool?

Yes, several of Pipedrive’s integrations can be used with the automation tool, including:

• Slack
• Asana
• Microsoft Teams
• Trello

Follow the installation process to use the automated functions. If an integration is not installed, the automation action will be grayed out and unavailable. Once installed, the action becomes available.

Can I use the Projects feature within the automation tool?

Yes, you can! If you have the Projects feature enabled, you will have access to two different automation actions for Projects: create project and update project fields.