Create Deal (Lead) from email

Lukas DIW

Hi, I'm trying to do automation via make (integromat).

Expectation:

1. an email arrives at a certain address - via Make it is looked up via IMAP

2. it looks to see if there is a Person and Organisation in the PD

3. if it is, assigns, if not create.

4. creates a lead or deal and puts the mail in it.

Reality:

Up to point 3 everything is OK, but I can't add the received email to the Deal because it is added to an existing thread, but since the Deal was just created in Make, there is no thread...

I can only add a note to the Deal and put the email in it, that's not a very nice solution.

If I wanted to add a note to the Lead, that's not possible, Make only supports a note to the Deal.

I don't know if I'm incompetent, or if such a simple thing just can't be done?

Thanks for any advice :)

Amit Sarda (AmitSarda.xyz)

Have you checked this option in Make/Integromat to link an email with a deal?

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

Best,

Amit Sarda

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Lukas DIW

Hi, thank you for your reply. That's what I tried. But when the deal is created in the previous step, no Email Thread variable exists.

Amit Sarda (AmitSarda.xyz)

Can't help further until I see your first node which checks for new emails.

Lukas DIW

https://community.pipedrive.com/discussion/comment/38899#Comment_38899

Thank you, I'm sending my input, this is an IMAP Inbox check.

Amit Sarda (AmitSarda.xyz)

The Thread ID would be in the output of this node.