Workflow automation for received emails

Conrad Bergmann
Conrad Bergmann Member Posts: 4 VERIFIED MEMBER
Second Anniversary Photogenic First Comment
edited July 2022 in Ideas and Product Feedback #1

A great feature for the future would be a workflow automation, which creates a new activity once an email with a predefined subject is received. The predefined subject would be easy to implement, since a template can be used for the email sent. Email sent and email received will then have the same subject and the activity will be triggered.

An imaginable use case: email with subject "Contract" is sent to customer. Customer sends back signed contract by replying to mail with subject "Contract". Activity to check contract is created automatically.

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 827 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2021 #2

    You may be able to set this up with  Zapier 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited February 2022 #3

    Thanks for sharing @Conrad I've passed it on internally. As Boris said Zapier could help you workaround this at the moment already.

  • Richard_43799
    Richard_43799 Member Posts: 1 VERIFIED MEMBER
    edited June 2021 #4

    Hi, any update on a trigger by incoming email? This would be a great feature

  • Maartendebakker
    Maartendebakker Member Posts: 9 VERIFIED MEMBER
    Second Anniversary Name Dropper First Comment Photogenic
    edited January 2022 #5
    Mike van der Valk said:

    Thanks for sharing @Conrad I've passed it on internally. As Boris said Zapier could help you workaround this at the moment already.

    Any idea how to do this with Zapier?

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