Find 3 closest products (homes) for new lead automatic follw up email

Hello Pipedrive Experts.

We are selling real estate.

For every new lead which we typically get as a question for some of our existing property, we would like to generate an email showing three or more similar properties nearby.

We do have the list of all our properties in the Product tab.

I.e. can I build an automation which will select three closest properties (within my respective price range) and send them in a follow up email? How can I do that?

Thank you for your help!!

Zuzana

Best Answer

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited February 2023 #3

    Please ignore this comment.

  • Zuzana
    Zuzana Member Posts: 7
    First Comment
    edited February 2023 #4

    Thank you Amit!

    Is your integration with Pipedrive working fine?

    I am trying to add it as an application (Pipedrive App to Make) but it is throwing me an error 401: Access denied...

    Regards,

    Zuzana

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary

    Check with your Pipedrive admin.

  • Zuzana
    Zuzana Member Posts: 7
    First Comment

    I am the admin :-)

    I created a ticked with Make (#579165) , but it's been 5 days with no response. Probably not the level of service I want to buy in to...

    If anyone have any better option which actually works, I would appreciate your ideas!

    Zuzana

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary

    I connected a new pipedrive account with Make/Integromat and it worked fine.

    Can you try deleting the existing connection and recreating a new one?

  • Zuzana
    Zuzana Member Posts: 7
    First Comment

    Do you actually use Make OR Integromat?

    I was trying just Make so far and here is what is happening:

    -I have no application in 'My Apps' and nothing under the 'Connections' so I am not able to delete that. I've tried multiple browsers with the same results:

    https://drive.google.com/file/d/12cYpYJ213OSd5LMio7ZXonsnRZmaUye9/view?usp=sharing

    Make support is still silent...

    Thank you

    Zuzana