Leads Inbox Automated Workflow

I would like to build an automated workflow which will post leads landing in Pipedrive and a daily summary of leads responded to, to a Slack channel.

There does not appear to be any triggers specifically for leads, only deals. I guess I'm looking for a "Leads created" trigger.

Is there something I am missing or does a work-around exist?

Cheers

Eli

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Eli Chadwick , thank you for your feedback!

    We're happy to hear you want to make the most out of our features 🙂 You're correct, for the time being there's no triggers in automations for Leads, but it's in our plans. Stay tuned!

    Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀

  • Eli Chadwick
    Eli Chadwick Posts: 4
    edited July 2020 #3

    Hi @Eli Chadwick , thank you for your feedback!

    We're happy to hear you want to make the most out of our features 🙂 You're correct, for the time being there's no triggers in automations for Leads, but it's in our plans. Stay tuned!

    Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀

    It would be cool to be able to setup daily summaries of all the items in the leads inbox. The trigger would need to be based on a datetime rather than an event.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #4

    Hi @Eli Chadwick , thank you for your feedback!

    We're happy to hear you want to make the most out of our features 🙂 You're correct, for the time being there's no triggers in automations for Leads, but it's in our plans. Stay tuned!

    Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀

    Where would these summaries show up?

  • Eli Chadwick
    Eli Chadwick Posts: 4
    edited July 2020 #5

    Hi @Eli Chadwick , thank you for your feedback!

    We're happy to hear you want to make the most out of our features 🙂 You're correct, for the time being there's no triggers in automations for Leads, but it's in our plans. Stay tuned!

    Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀

    In my case I would be sending them into a Slack Channel. 

  • Eli Chadwick
    Eli Chadwick Posts: 4
    edited July 2020 #6

    Hi @Eli Chadwick , thank you for your feedback!

    We're happy to hear you want to make the most out of our features 🙂 You're correct, for the time being there's no triggers in automations for Leads, but it's in our plans. Stay tuned!

    Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features. 🚀

    In my case I would be sending them into a Slack Channel. 

  • Jo-Anne de Villiers
    edited February 24 #7

    Hi,

    We're finding the  Leads function useful to qualify before deal creation.  Our turn-around time is critical so we want to create an email notification . As there are no automation triggers in leads, we want to try activity created  email. 

    image

    In building the automation, its asking for 'select  from available templates' within the template, but there are none. Am i missing something? 

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #8

    Hi,

    We're finding the  Leads function useful to qualify before deal creation.  Our turn-around time is critical so we want to create an email notification . As there are no automation triggers in leads, we want to try activity created  email. 

    image

    In building the automation, its asking for 'select  from available templates' within the template, but there are none. Am i missing something? 

    Hi @Jo-Anne de Villiers !

    This seems like more of a technical troubleshooting question, so I recommend you reach out to our Support team to help you. Thank you and apologies for my delayed response.

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #9