How to automate an activity triggered by an incoming email?

Peter Adolfsen_7763
Peter Adolfsen_7763 Member Posts: 2 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

I have a website where you can signup for our subscription based service.

I would like the ability to send an email to pipedrive when a new user signes up and let this email be a trigger in Pipedrive to automaticly create an activity.

Does anyone know if this is possible?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    You can set this up using zapier

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #3

    You can set this up using zapier

  • Peter Adolfsen_7763
    Peter Adolfsen_7763 Member Posts: 2 VERIFIED MEMBER
    edited August 2020 #4
    Boris Tsibelman said:

    You can set this up using zapier

    OK - thanks!

    I will go in that direction then.

    I just hoped that it was possible to use an email from a specific email address as a trigger and to do this within Pipedrive.

  • Brad Lynch
    Brad Lynch Member Posts: 18 VERIFIED MEMBER
    10 Comments
    edited September 2020 #5

    On a similar note (sort of) is it possible to create a task on a deal when the deal receives an email?  For example, when a customer sends me an email, create a task on the deal to follow up the email.  Thanks

  • Denis_55558
    Denis_55558 Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited September 2021 #6
    Boris Tsibelman said:

    You can set this up using zapier

    How will you do an automation with zapier or integromat if pipedrive doesn't have a trigger for new mails in a deal?

    Do you have a hint?

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