Automatically Moving Leads to specific Pipeline stages by Tag

John Teters
John Teters Member Posts: 1 VERIFIED MEMBER
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edited May 13 in Workflow Automation #1

I'm brand new to CRM's/Pipedrive, so I apologize if this is an obvious question.

My goal is to set up an automated cold-emailing process, for which I've built several email scripts/automations that are triggered by Pipeline stage (example- there's a "Former Customer" cold-email script, which is automatically triggered when a lead is moved to my "Former Customer" pipeline stage). I would like to automatically move five leads each week into specific pipeline stages, based on their label, in order to trigger the automated cold-emailing.

The issue I'm having with this, is that I'm struggling to find a way to automatically move a set number of leads into their respective pipeline stage each week. Ideally, I would like five leads each week to automatically convert to deals, and be assigned to whichever pipeline stage matches their assigned "tag".

I appriciate any suggestions in advance, and am open to restructuring the process if there's a more efficient way to go about this.

Screenshot 2024-05-09 091359.png

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Best Answer

  • Sophie
    Sophie Pipedrive Team Posts: 199 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2 Answer ✓

    Hi @John Teters,

    Thanks for the question! While I don't believe this is possible to achieve with Pipedrive automations, you may be able to achieve this by using Zapier! If you have specific questions about setting this up in Zapier, we recommend you reach out to their support team directly as they will be able to best assist with the features!

    Here is what I suggest-

    1. Make sure your labels are set up first in Pipedrive and added to your leads
    2. Create filters in Pipedrive for each lead label. For example, create a filter for all leads with the label "Former Customer" and additional filters for each different label type you have created
    3. Start creating a Zap in Zapier that will move leads to the correct Pipeline/stage based on the label they have-

    Trigger: Schedule by Zapier

    • Choose App & Event: Search for and select "Schedule by Zapier"
    • Trigger Event: Select "Every Week"
    • Set up Trigger: Specify the day and time you want this Zap to run

    Action: Pipedrive - Find Leads

    • Choose App & Event: Search for and select "Pipedrive"
    • Action Event: Select "Find Leads"
    • Set up Action:
      • Filter Field: Choose the label field
      • Filter Value: Enter the label data( Ex"Former Customer")

    Action: Formatter by Zapier - Utilities

    • Choose App & Event: Search for and select "Formatter by Zapier"
    • Action Event: Select "Utilities"
    • Set up Action:
      • Transform: Select "Pick from list"
      • Input: Map the leads found in the previous step
      • Pick: You may need to set multiple picks to gather the first five entries

    Action: Pipedrive - Create Deal

    • Choose App & Event: Search for and select "Pipedrive"
    • Action Event: Select "Create Deal"
    • Set up Action:
      • Title: Use the lead's name or any unique identifier
      • Pipeline Stage: Choose the stage that corresponds to the label
      • Person ID: Map the ID of each lead picked from the previous step

    I hope this helps!

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