Suggestion: Workflow Automation for Email Opened and/or Replied to

Rabab Khan
Rabab Khan Posts: 3
Second Anniversary First Comment Photogenic
edited July 2022 in Ideas and Product Feedback #1

In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For example:

1. The Person (in the deal) opens their email > apply the label "Opened".

2. The Person (in the deal) replies back (emails back) >  apply the label "Replied".

3. The Person (in the deal) opens or clicks on the links > apply label "Clicked"

4. If a person has done #1 and #3 only, we want to apply the label "Opened and Clicked."

Etc.

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited March 2022 #2

    Hi @Rabab Khan 

    Interesting suggestion! Thanks for sharing, I've passed it on to our team.

  • David Picard
    David Picard Posts: 16
    10 Comments Second Anniversary Photogenic
    edited March 2021 #3
    Mike van der Valk said:

    Hi @Rabab Khan 

    Interesting suggestion! Thanks for sharing, I've passed it on to our team.

    I've saw sometimes the opening tracker can count the sender. It will be an issue of reliability ? 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited December 2021 #4
    Mike van der Valk said:

    Hi @Rabab Khan 

    Interesting suggestion! Thanks for sharing, I've passed it on to our team.

    Hi @David Picard 

    If you would open it outside of Pipedrive it can indeed count as an open unfortunately. However, opening email inside Pipedrive by your or colleagues shouldn't trigger the tracking.

  • Wart Fransen_149
    Wart Fransen_149 Posts: 6
    Integration Partner
    edited October 2021 #5

    A bit late, but for future reference this can be accomplished using the LeadBoxer integration.

    Note: LeadBoxer can basically track any email and you can use this in the pipedrive workflow, except the emails send from within Pipedrive 🙃

    here is an example tutorial:
    https://docs.leadboxer.com/article/151-pipedrive-workflow-automation-with-leadboxer

     

  • Gisell Martínez
    Gisell Martínez Posts: 2
    edited March 2022 #6
    Mike van der Valk said:

    Hi @Rabab Khan 

    Interesting suggestion! Thanks for sharing, I've passed it on to our team.

    It would be great if you could implement this suggestion, I need it

  • Alexander Boris Gugler
    Alexander Boris Gugler Posts: 1
    First Comment
    #7

    Anything new on that issue?


    We desperately need this automatisation!

  • CarlosPD
    CarlosPD Moderator Posts: 39
    10 Comments 5 Likes First Answer Name Dropper
    CUSTOMER SUPPORT
    #8

    Hey @Alexander Boris Gugler!👋🏼

    We have recently release some email conditions to our automations which should take care of the request mentioned.

    Can you head over to your automations feature and see if you have the following conditions?

    rYMKcL

    If you need assistance setting these conditions to fit your automation, feel free to open up a chat with our 24/7 live support.

    Hope this helps!

  • Lucas MAGNE
    Lucas MAGNE Posts: 137
    100 Comments 25 Likes First Anniversary 5 Up Votes
    ELITE SOLUTION PROVIDER
    #9

    Thanks @CarlosPD for this new feature !

  • Rabab Khan
    Rabab Khan Posts: 3
    Second Anniversary First Comment Photogenic
    #10

    Our team tried to use this and it only works if the email is sent via automation. It does not work for manual emails, which is what we need.

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