Automation Issue - When I import Leads

Musa_NQB
Musa_NQB Member Posts: 2 NEW MEMBER
in Workflow Automation #1

When I create an email automation sequence (based on Contact Added) and then import my data into Pipedrive it doesn't follow the automation (nothing happens) but if I add a contact manually the automation starts working.

Please can anyone advise if Automation only works when a contact is added manually or if there is a way to run an automation for imported data?

Thanks

Answers

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 146 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 5 Likes
    #2

    Hi @Musa_NQB

    There are similar threads about this. Sadly Pipedrivei doesn't currently do it.
    https://community.pipedrive.com/discussion/12059/trigger-automations-when-importing
    There are workarounds for it tho with bulk editing a Custom field to force execute the automation

    Best regards,

Categories