Trigger workflow from email tracking activity
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.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,239edited July 2020 #2
This is not possible with the existing features in Pipedrive.0
Marcelo Silva_43 Posts: 275edited July 2020 #3
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-mail0
Shobhit Gaur Posts: 136edited July 2020 #4
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.0
Asaf Matyas Posts: 11edited July 2020 #5
@Shobhit Gaur thanks. Can it be done on a single email (i.e. not campaign)?0
Shobhit Gaur Posts: 136edited July 2020 #6
@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.0
Daniel Afanasiev Posts: 2edited March 2022 #7
Also looking to do this - seems it isn't possible withint Pipedrive0
@Shobhit Gaur can you explain more details of this? We want this also, thanks!0
Wes Brooks Posts: 3
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?0