Trigger automations when importing
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.
Comments
-
You can simulate triggering the automation by adding a dummy custom field and using that to trigger automation.
0 -
Explain what you mean? Thank you for the suggestion. This is causing me a lot of frustration
0 -
- 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,
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.
1
