Trigger workflow from email tracking activity

Options
Asaf Matyas
Asaf Matyas Member Posts: 10
First Anniversary Photogenic
edited July 2022 in Workflow Automation #1

Is there a way to trigger a workflow automation from the email tracking activity feature?

i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task

Not looking to use external tools such as Outfunnel and as part of a single campaign but for a single email.

Thanks!

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
    5 Likes First Anniversary First Answer 5 Up Votes
    edited July 2020 #2
    Options

    This is not possible with the existing features in Pipedrive.

  • Marcelo Silva
    Marcelo Silva Member Posts: 240
    First Anniversary First Comment Photogenic
    edited July 2020 #3
    Options

    Experimente o Lemlist é bem sincronizado com o Pipedrive e trabalha a parte de Filtros.

    É beeem interessante quando se fala de automação de e-mail

  • Shobhit Gaur
    Shobhit Gaur Member Posts: 125
    First Comment Photogenic First Anniversary Integration Partner
    edited July 2020 #4
    Options

    If you change your mind about using external tools @Asaf Matyas , you can check out Outplay.

    You can set up automations, that work when you get an email reply or clicks.

  • Asaf Matyas
    Asaf Matyas Member Posts: 10
    First Anniversary Photogenic
    edited July 2020 #5
    Options

    @Shobhit Gaur thanks. Can it be done on a single email (i.e. not campaign)?

  • Shobhit Gaur
    Shobhit Gaur Member Posts: 125
    First Comment Photogenic First Anniversary Integration Partner
    edited July 2020 #6
    Options

    @Asaf Matyas you can design a sequence in our tool, that contains only a single email. The automation that you want to set up (on reply or link click), then runs on that sequence.

    If you want to see how this works quickly, our sales expert can show you, on a call.

  • Daniel Afanasiev
    Daniel Afanasiev Member Posts: 2
    First Comment First Anniversary
    edited March 2022 #7
    Options

    Also looking to do this - seems it isn't possible withint Pipedrive

  • Kevin Gu
    Kevin Gu Member Posts: 1
    Name Dropper First Comment
    Options

    @Shobhit Gaur can you explain more details of this? We want this also, thanks!

  • Wes Brooks
    Wes Brooks Member Posts: 6
    First Anniversary First Comment Photogenic
    Options

    Is this available now?

    I recently came across Keap, you can add tags when people open emails, click links, visit pages etc. Then create automations using those tags. Don't seem to be able to work out how to do this with Pipedrive?

  • Wes Brooks
    Wes Brooks Member Posts: 6
    First Anniversary First Comment Photogenic
    Options

    How is functionality of automations now? Is the above possible?