Update deal stage with new e-mail

Joost Toornend
Joost Toornend Member Posts: 4
edited July 2022 in Workflow Automation #1

Hi Guys! 

Do you know if it's possible to trigger when a new e-mail in a deal gets added? I want to automatically update the deal stage via zapier or pipedrive automations if possible. 

hope you can help! 
 

kind regards, 

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #2

    Hi @Joost Toornend 

    I know it's unfortunately not possible via the build in workflow feature at the moment. I'll pass it on to the team.

    With Zapier you can set up automations around general incoming emails, it's tricky though if you'd like to do it when they link to a deal. You could potentially play around with this endpoint and trigger when there's a new email in there: https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals_id_mailMessages

    Perhaps you can also work with the last email received or the email message count fields on the deals in Pipedrive. It's a bit advanced Zapier that I wouldn't personally know how to set up. Potentially this community or the Zapier support can help you out 

  • Joost Toornend
    Joost Toornend Member Posts: 4
    edited October 2020 #3
    Mike van der Valk said:

    Hi @Joost Toornend 

    I know it's unfortunately not possible via the build in workflow feature at the moment. I'll pass it on to the team.

    With Zapier you can set up automations around general incoming emails, it's tricky though if you'd like to do it when they link to a deal. You could potentially play around with this endpoint and trigger when there's a new email in there: https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals_id_mailMessages

    Perhaps you can also work with the last email received or the email message count fields on the deals in Pipedrive. It's a bit advanced Zapier that I wouldn't personally know how to set up. Potentially this community or the Zapier support can help you out 

    Hi Mike, 

     

    Very happy with your responds. Zapier told me it would work with a new activity and then filter the activity to be 'e-mail'. However, I can't get it to work either. Don't understand why this feature isn't in Pipedrive already as it is super important to keep track of many deals. 

    Can you tell me how 'last email receive' or 'email message count' works in Zapier? What trigger do I start with?  

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited October 2020 #4
    Mike van der Valk said:

    Hi @Joost Toornend 

    I know it's unfortunately not possible via the build in workflow feature at the moment. I'll pass it on to the team.

    With Zapier you can set up automations around general incoming emails, it's tricky though if you'd like to do it when they link to a deal. You could potentially play around with this endpoint and trigger when there's a new email in there: https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals_id_mailMessages

    Perhaps you can also work with the last email received or the email message count fields on the deals in Pipedrive. It's a bit advanced Zapier that I wouldn't personally know how to set up. Potentially this community or the Zapier support can help you out 

    You could potentially set up a filter based on those 2 fields and then trigger the zap when a new deal hits the filter. Also, one of my colleagues pointed me to this video which isn't exactly what you had in mind I think but might give you some ideas still: 

    https://www.youtube.com/watch?v=DVN8kvhANig
  • Joost Toornend
    Joost Toornend Member Posts: 4
    edited October 2020 #5
    Mike van der Valk said:

    Hi @Joost Toornend 

    I know it's unfortunately not possible via the build in workflow feature at the moment. I'll pass it on to the team.

    With Zapier you can set up automations around general incoming emails, it's tricky though if you'd like to do it when they link to a deal. You could potentially play around with this endpoint and trigger when there's a new email in there: https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals_id_mailMessages

    Perhaps you can also work with the last email received or the email message count fields on the deals in Pipedrive. It's a bit advanced Zapier that I wouldn't personally know how to set up. Potentially this community or the Zapier support can help you out 

    Thanks! I've applied the deal-update with two filters (Stage and e-mail count higher than one). Let's see if it works.. 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,077 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited October 2020 #6
    Mike van der Valk said:

    Hi @Joost Toornend 

    I know it's unfortunately not possible via the build in workflow feature at the moment. I'll pass it on to the team.

    With Zapier you can set up automations around general incoming emails, it's tricky though if you'd like to do it when they link to a deal. You could potentially play around with this endpoint and trigger when there's a new email in there: https://developers.pipedrive.com/docs/api/v1/#!/Deals/get_deals_id_mailMessages

    Perhaps you can also work with the last email received or the email message count fields on the deals in Pipedrive. It's a bit advanced Zapier that I wouldn't personally know how to set up. Potentially this community or the Zapier support can help you out 

    Let me know! @Joost Toornend 

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