Suggestion: Workflow Automation for Email Opened and/or Replied to
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."
Mike van der Valk Posts: 4,052edited March 2022 #20
David Picard Posts: 16edited March 2021 #3
I've saw sometimes the opening tracker can count the sender. It will be an issue of reliability ?0
Mike van der Valk Posts: 4,052edited December 2021 #4
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.0
Wart Fransen_149 Posts: 6edited 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:
Gisell Martínez Posts: 2edited March 2022 #6
It would be great if you could implement this suggestion, I need it0
Alexander Boris Gugler Posts: 1
Anything new on that issue?
We desperately need this automatisation!0
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?
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!1
Lucas MAGNE Posts: 137
Thanks @CarlosPD for this new feature !1
Rabab Khan Posts: 3
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.1