Send email based on user's language

matthieu from waldo

Hi,

Do you know how I can send an email based on user's language, when a new lead is created?

I've created a language field, attached to the person.

But how can I reuse this field with an automation, based on lead creation?

Thanks for your help or advices!

Matthieu

Liz (Ops Designed)

Hi @matthieu from waldo -

You just about have it! There are just a couple of changes.

Steps 1 and 2 are the same.

Step 3 - Update Person. This is not to actually update a Person, but is a necessary step to be able to use Person fields within this automation. Just a little quirk of Workflow Automations. :)

Step 4 - Condition for the language

Step 5 - Send email from template

Please see the screenshots below.

You would then create this same automation for each of your language options.

Please feel free to reach out if you would like additional support.

- Liz

Schedule a Working Session | Pipedrive for Beginners | Pipedrive Integrations

matthieu from waldo

thanks Liz! it works well. Ok, so I have to find a way to update the person and then, I'll be able to use the persons'field. It's clear. It would be great if pipedrive develop a feature to do this properly.

Nika Zabihi-Sissan

@Liz (Ops Designed) Hey Liz,

I needed to do the same thing as Matthieu, but I ran into an issue while executing the automation. I tried just like you suggested to "update the person" in order to use the field, but can't seem to make it work. Do you have an idea of what went wrong here?

Liz (Ops Designed)

Hi @Nika Zabihi-Sissan -

I'm not sure if I have enough information to say exactly what is happening here, but take a look at this video where I demonstrate this hack and see if it provides a solution - https://youtu.be/zulB4Cb9OD4

If not, feel free to provide a screen recording link and I will take a look.

- Liz

Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations

Nika Zabihi-Sissan

@Liz (Ops Designed) Thank you for replying. It wasn't working because I didn't select any data to update on the person, I did like in the video and selected the person's name, and now it's working perfectly. Thank you so much!