automation: cc participants when new deal stage

Hi, I would like to know how to automate an emailing to the participants of a deal when this deal's stage is edited?

If not possible, do you know any other way to achieve this using a connector service for exemple, like zapier or make?

Thanks for your help.

Answers

  • inacyakup
    inacyakup Member Posts: 181
    5 Likes First Answer First Comment Name Dropper

    Hi @Barbara @bijan.parandeh

    You can use it this way.


    deals updated --> stage has changed --> send an email(add cc)



  • Barbara
    Barbara Member Posts: 5
    Name Dropper First Comment

    Thank you for your answer. However, the problem stays the same as I can't select any 'participants' field, as you can see below. Only the 'person' email, the 'creator' or the 'owner'. Again I need to send the email to all the 'participants' of the deal. Any way to achieve this? thanks.



  • inacyakup
    inacyakup Member Posts: 181
    5 Likes First Answer First Comment Name Dropper

    I don't think it's appropriate to send a message to all participants. You can combine the participants into a group and send mail.


    For example;


    1.participants of the agreement A-B-C

    2.participants of the agreement D-E-F


    ABC@gmail.com you can send it to the e-mail address and automatically forward incoming e-mails to A-B-C E-mails.


    I hope this helped you.

  • Craig Beaumont
    Craig Beaumont Member Posts: 64
    First Anniversary 5 Up Votes Name Dropper 5 Likes

    Hi @Barbara this would definitely be a email automation game changer, I have been struggling with this same problem for months now. most if not all my deals have multiple Participants as we have third parties in the deal.

    Merchant (Main Contact/Person)

    Customer (End User)

    Very frustrating you can't email all participants in a deal, sorry I can't answer your question 😢

  • Barbara
    Barbara Member Posts: 5
    Name Dropper First Comment
    edited August 2023 #6

    Thanks again for taking the time to help but I'm not sure I totally understand your point.

    First, I'm not aware of how "combining the participants into a group". What is a group in PD?

    Second question : what do you mean by appropriate? Do you mean relevant regarding a certain objective?

    Let me explain well my scenario:

    What I want to automate is the repetitive task of sending the same email to all the prospects in 1 deal when I move it from 1 stage to the other.

    Actually, it's rare I contact a one and only person inside a company.

    All these persons are listed as participants in a deal.

    So, does anyone know if there is a way to automate this particular scenario? thanks.

  • Barbara
    Barbara Member Posts: 5
    Name Dropper First Comment

    @Craig Beaumont indeed, I've noticed this need on the part of many users for some time now. Any news from the product team? 

  • You can definitely do this with Make. Make is a highly visual, easy to use no-code workflow automation solution with pre-built connectors for over 1,500 SaaS solutions, including Pipedrive.

    You can build simple or complex workflows and can use if/then/else branching as well as array manipulation and iteration. All without needing to write a single line of code!

    Here's a simple view of the Make scenario:

    (You could use any email tool at the end - I've just used Gmail in this case. Make also has connectors for email marketing tools like MailerLite, Brevo, Customer.io and many more).

    You'll see there's a filter between the first two modules - that's because the New Deal Event webhook will fire every time a Deal is updated. The filter allows only updates where the Stage was changed to pass through:

    The List Persons in a Deal module is then configured to return the Persons (which includes Participants) for the Deal ID that's in the New Deal Event:

    (If you only want Participants and not Participants and Persons, Make doesn't - yet - have a List Participants in a Deal module. But you can use the Make an API Call Pipedrive module to make a call direct to the relevant API endpoint, which automatically handles your authentication)

    The last module has the most complexity, as the emails in a Person object are returned as an array and we need to retrieve the Primary email. A couple of Make array functions handle that cleanly enough:

    Make has a free (forever) plan that's suitable for testing or for small workloads. Paid plans start at $9/month.

  • Barbara
    Barbara Member Posts: 5
    Name Dropper First Comment

    Thanks David for these very complete explanations!

    Still hoping the product evolves though, as I can't keep a track of my campaigns' results when going through an external email client.


    Anyway, thanks again, I'll definitely try it out.

  • You might be able to handle that by using an email marketing service to send the results and then sync the status directly back to Pipedrive in another Make scenario.

    Make has connectors (Apps in our terminology) for ActiveCampaign, Brevo (Sendinblue), Klaviyo, MailChimp and many more.