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

Ahmed-Zeus
Ahmed-Zeus Member Posts: 5 VERIFIED MEMBER
First Comment Photogenic Name Dropper
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: 1,585 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    #2

    Try using the field 'last email received'.

  • Ahmed-Zeus
    Ahmed-Zeus Member Posts: 5 VERIFIED MEMBER
    First Comment Photogenic Name Dropper
    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: 22 VERIFIED MEMBER
    5 Likes 10 Comments Name Dropper First Answer
    #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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