How to trigger lead label update when meeting is booked in Calendar
Hello all
So my desired workflow is as as follows:
- Customer completes leads form with qualifying questions (using pipedrive web forms)
- The system will create a contact and a lead
- If the customer answers does not qualify, the system will send a "Dear John" letter, and will archive the lead
- If the customer answers do qualify, the system will send them an email asking for them to book a meeting using Pipedrives "Propose time" link embedded into the email
- If the customer books a meeting, a "Meeting Booked" label will be applied to the lead
- Meeting happens, if the meeting successful the sales agent will convert the lead to a deal.
We are only wanting to create deals after the meeting has happened.
So I have managed to achieve steps 1 to 4, however I am struggling with step 5. Is anyone able to help?
Answers
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Should be doable with Make/Integromat or Zapier assuming there is only one lead per contact. Could be tricky and based on the available options in Search actions in these automation tools.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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You could automate step 5 within Pipedrive. The Propose Times allows you to choose an Activity Type to use once a meeting has been booked and then automatically creates the Activity when someone chooses a slot. An Automation workflow would look like this
Trigger: Activity Created in Lead
Condition: Activity Type = "Meeting Booked"
Action: Apply Label to Lead
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