Automations for welcome emails

Alex Waite
Alex Waite Member Posts: 4 VERIFIED MEMBER
First Comment
edited February 12 in Workflow Automation #1

Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't be removed according to you. Odd as no other ESP has this problem. So I've had to use Zoho forms which give me more control.

But now the problem I face is creating an automation for a 'Welcome email' when a subscriber joins our email list. How can I set-up an automation that is only triggered when there is a new form fill. This was super easy in my previous ESP, but seems very complicated in Pipedrive.

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Answers

  • Helio
    Helio Pipedrive Team Posts: 132 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @Alex Waite,

    I hope you are doing well!

    First off, I’m really sorry for the challenges you’ve faced with our webforms. Unfortunately, Pipedrive has been misused in some cases, and we had to take action to prevent potential issues—especially considering GDPR regulations.

    Now, regarding your automation for new subscribers coming in from Zoho Forms, I have a few questions to make sure we set it up in the best way for your needs:

    • Is there a way to distinguish Zoho-sourced contacts from manually created ones?
    • Does a specific field get filled when a Zoho subscription is registered in Pipedrive?
    • Are you looking to send a welcome email to all new subscribers, whether they come from Zoho or are manually added?

    The answers to these will help tailor the automation to your workflow.

    If you want to send a welcome email to every new subscriber in Pipedrive (regardless of source), here’s the automation setup you’d need:
    🔗 Automation Example

    If you want to send the email only to subscribers coming from Zoho Forms, I’d recommend using a way to differentiate them—like a custom field. In my example, I’m using a field called "Source" with the value set to Zoho. Here’s what that automation would look like:
    🔗 Zoho-Specific Automation Example

    Let me know if you need any adjustments or if something isn’t clear—I’m happy to help!

    I hope this helps :)

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