Marketing Status automation

Hey There,

Hope the community is well.

I have a very specific problem and am wondering what others are doing about it.

-We run ad campaigns in all channels Fb/Insta/Google/LNKD/Pinterest and have a high traffic site.

-People usually fill out the lead form including their consent to marketing from any of these platforms.

-We import them into pipedrive as a lead.

Here is the problem,

When importing these as leads, we cannot access the "marketing status" field from Zapier. "Marketing Status" is also not accessible via Automation in pipedrive. So now I have to manually mark each lead as "Subscribed". This is a problem because we fire 2 emails within 1 hour of reaceiving a lead. Since the marketing status is not "Subscribed" these both fail. ( The email is fired via campaigns )

What is the best way to update the marketing status of a person automatically? (Without using webforms)

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Answers

  • We have exactly the same problem. FB ad contact is imported using Zapier. Sending an email from a template works. The problem is that if I want to use the new Automated Campaigns instead of an email template. Then the consent is missing and I can't find a way how to automatically change it.

  • I've gone down the rabbit hole with this one, and the answer is... You can't!

    Amazing, huh? An email marketing system that doesn't allow people to automatically get stuff!

    There is a complete fudge - you can sign up for their Leads package which costs additional per month, which gives you access to their Web Forms functionality.

    But that's also broken. There's no way to know which form someone has filled in - so you can't know what to do when someone fills one in.

    There's a hack workaround to that too - which is to stick a visible field on the form that the customer has to select, and then trigger the automation on that being set. But you still have to also do the optin field, or the marketing status won't be set - so the customer has to click two separate things. And if they don't, they won't get your email.

    Despite wanting to do everything within Pipedrive, this Campaigns product just isn't usable at the moment - we're sadly going back to ActiveCampaign.

  • I had the same issue (and also couldn't believe this is not possible).

    Finally, we solved this by subscribing people using the pipedrive API since the API allows to change the marketing status. We connected the API using Integromat (now Make) with the HTTP module and it works great.

  • Hi everyone,

    Please tell me this has been fixed?

    I wouldn't have even thought this would be an issue.

    I've spent ages setting up the back end, Zaps and Linkedin Ad. This seems so strange

  • CarlosPD
    CarlosPD Moderator Posts: 27 PIPEDRIVE CUSTOMER SUPPORT
    10 Comments First Answer Name Dropper First Anniversary
    edited November 29 #6

    Hey @Ric Brooks !👋🏼

    Thanks for following up on this. There certainly are limitations in this thread we will need to address. As of now, it is not possible to update the 'Marketing Status' field via our Workflow Automation's feature.

    This field can be bulk edited from the Person list view, and can also be updated via import.

    Marketing Status can also be updated via API, more on how this can be done here: https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api#how-to-integrate---campaigns-inside-pipedrive-api

    As it can be updated via API, any integration can add this capability to their integration. Of course, it would be best if we could add this to our own tools (Workflow Automations) so you don't need to set this up elsewhere.

    I will forward this request internally so it can hopefully be updated in the near future. Any further updates on its addition will be posted on the What's new section of our community.

    If you need any additional clarification in the meantime, please feel free to contact [email protected] so an available agent can assist you.

    Hope this helps!

  • Hi @CarlosPD If you could just fix your Zapier integration so we can set this one field, the problem goes away. This used to be possible in the past, but is not currently possible. It would just be a case of adding this one field to your existing zapier integration - not a big job... Fingers crossed.

  • Hey @CarlosPD


    If you intend me as a paid customer to use "campaigns" as a product, then having this feature is a precursor.

    Without the users being marked automatically subscribed, there is no way we can use the campaign sequence at all.

    For now we have cancelled our campaigns subscription and I think others maybe in the same boat.

  • @CarlosPD Your What's Planned link is giving me a 404 error.

  • CarlosPD
    CarlosPD Moderator Posts: 27 PIPEDRIVE CUSTOMER SUPPORT
    10 Comments First Answer Name Dropper First Anniversary

    Thank you all for your feedback!


    @Jake Liddell sorry about that I was using an older link, should work now.👍🏻