Trigger automations when importing

Bethany Ann George · 2023-03-15T19:17:06+00:00

There was an error rendering this rich post.

I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I need to mention. Having to now manually add every contact into the deals in order to trigger the necessary automation is a HUGE headache. Which should be solved by your basic automation feature.

Find more posts tagged with

Automations

Import / Export Data

Active

Status: Submitted

Comments

Amit Sarda (AmitSarda.xyz)

You can simulate triggering the automation by adding a dummy custom field and using that to trigger automation.

Bethany Ann George

Explain what you mean? Thank you for the suggestion. This is causing me a lot of frustration

Amit Sarda (AmitSarda.xyz)

Create a custom field, under Deals (if you want to create activities under deals).
Set up an automation to trigger when this custom field is updated.
Update the custom field.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

Resources: Pipedrive Training Videos | 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples

Contact: Book a Call | WhatsApp | Email | Website

PS: Did my post help answer your query? Help the community by marking it as a solution.

DC2000

I’m looking for something similar. Do I have to update each lead individually after importing? That defeats the purpose of importing data.

ConradJaziel

It can be inconvenient and time-consuming to manually add contacts to deals just to activate the necessary automation. It's important to note that different automation platforms have their own limitations and requirements. In this case, it seems that the automation feature you're using does not support triggering automations for imported contacts. This might be a limitation of the specific platform or configuration you're using.

Amit Sarda (AmitSarda.xyz)

@DC2000

Here's a detailed article:

https://sardamit.gumroad.com/l/pipedrive-bulk-actions

NeX

Hi! any native solution?