WANTED AUTOMATION based on entries that are made by Leadfeeder

Starting Point 

Leadfeeder tracks the visits of the website. Whenever a followed company (in Leadfeeder) visits your site it creates an entry for that visit.

PIEPDRIVE

 If the company visiting is also an organization/deal known in Pipedrive, this visit information will be automatically transferred to the organization as a NOTE entry (Screenshot)

WHAT IS NEEDED

Based on the note that has been created by Leadfeeder in Pipdrive I want to setup an automation that informs me every time this happens:

  • An automation that sends an Alert telling me that this entry was made

OR 

  • An Automation that creates a task to look up the deal /organization
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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2021 #2

    Hi @Markus Funk 

    Super interesting idea. I've added the "feedback" tag to this post and passed it on to some people internally who are working in these areas.