Email automation

ajlintunen
ajlintunen Member Posts: 2 VERIFIED MEMBER
edited March 4 in Workflow Automation #1

Hi,

I have an email automation project going on and have run into some hiccups. The idea is to import a value from excel into pipedrive as the deal value. This import will trigger an automation which sends out an email to the deals' contact person.

The trigger switches on whenever I edit the value of a deal, I have about a 100 clients in Excel and I imported the data with correct deal id's and organization names, but the emails won't go out. When I change the deal values one by one, by hand, pipedrive sends an email. However, when I import 90+ changed deal values, the automation doesn't trigger.

Any idea what's wrong?

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,403 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    #2

    Hi @ajlintunen importing data into your Pipedrive account does not trigger any actions within automations, except imports that update or delete leads. But you can use a bulk-edit action after your import to trigger your automation for all selected deals.

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