Importing contacts and automatically sending emails

Kevin Meynard
Kevin Meynard Posts: 6
edited July 24 in Workflow Automation #1

Hi,

I've created a workflow automation so that cold leads added to my contacts automatically receive a template email. It works when I manually add contacts, but I can't get it to work when I do it by importing contacts via a csv file. Is this not possible or am I doing something wrong?

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    @Kevin Meynard -- this is correct

     

    Pipedrive does not support workflows to get kicked off when importing. It only works on creating records through the UI [manually] 

  • Kevin Meynard
    Kevin Meynard Posts: 6
    edited April 2020 #3

    @Kevin Meynard -- this is correct

     

    Pipedrive does not support workflows to get kicked off when importing. It only works on creating records through the UI [manually] 

    Thanks for the answer. I've been trying for hours, was thinking something was wrong with my data import. Could be a useful feature though.

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #4

    @Kevin Meynard There's a reason why we limited it. Our automations work with API and we have API rate limits. Imagine importing thousands of rows and have automations working. This could potentially create a lot of unwanted automations to trigger.

    However, your workflow sound like something you can do with Mailigen by Pipedrive. Last month Pipedrive acquired Mailigen 

    There is already a basic integration ready but we're working on fully integrating Mailigen as a Pipedrive product. It looks like this might be a solution for your use case.