How to trigger an activity when a client email is received?

Ahmed-Zeus
Ahmed-Zeus Member Posts: 5 VERIFIED MEMBER
Name Dropper First Comment Photogenic
edited April 24 in Workflow Automation #1

Hi! is there a way to trigger an activity when we get a response from a client?

We want to make it as an automation, and we thought of "email count", but we couldn't know if email count includes the number of emails received or only the ones sent.

Does anyone have a different idea, or an idea about email count?

Thanks!

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,608 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    Try using the field 'last email received'.

  • Ahmed-Zeus
    Ahmed-Zeus Member Posts: 5 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    edited January 2023 #3

    Hi @Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

    Thanks for your response!

    Unfortunately, 'last email received' exists only in Person Filters (Contacts section), while we want it in Automation Workflow. Is there anyway to have it in Automation Workflow using existing conditions?

  • ddutra
    ddutra Member Posts: 21 VERIFIED MEMBER
    10 Comments 5 Likes First Answer Name Dropper
    #4

    @Ahmed-Zeus you would need another tool to fill in the gaps. This tool would listen to webhooks for added.* (any object added to the deal) and, if its an new email incoming (you may need to use the mailbox api endpoint) you would either create the activity or flag some custom field that would start the automation to add the activity.

    Anyway I don't see how this can be done without something in the middle.

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