Automatically link a lead to an email after a lead is created

Serafima
Serafima Member Posts: 2 VERIFIED MEMBER
Photogenic
edited February 26 in Sales CRM #1

Hi!

When a letter comes from a potential client, my automation (make) creates a lead. My mail is synchronized in Pipedrive and the setting "Automatically identify emails and associate them with leads, deals or projects" is enabled.

The problem is that mail appears in Pipedrive before my lead is created, and the lead is not linked to the letter. I can only manually add leads. How can I automate the process? Can I again request the binding of leads to emails in Pipedrive or delay the synchronization of mail for 2 minutes?

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Answers

  • Reeve Lui
    Reeve Lui Member Posts: 59 VERIFIED MEMBER
    10 Comments First Anniversary First Answer 5 Likes
    #2

    This need 3rd parties app like Zapier to create a lead when new potential email receives

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