Create a Workflow Automation Triggered by Email Tracking Status.

Elizabeth Wangui Kariuki
Elizabeth Wangui Kariuki Member Posts: 2 VERIFIED MEMBER
Second Anniversary Photogenic

I would like to be able to create workflow automations based on the status of the last email sent (if they have opened/clicked on the link/replied to an email).  I am part of the workflow automation beta and it is not available to me. Is it doable?

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Comments

  • Noel_27868
    Noel_27868 Member Posts: 15 VERIFIED MEMBER
    10 Comments
    edited February 2021 #2

    Hey @Elizabeth Wangui Kariuki , you can try Klenty for seamless Workflow Automation.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited February 2021 #3

    Thanks for sharing @Elizabeth Wangui Kariuki I'm going to pass this on to the team!

  • Sharon Petersil
    Sharon Petersil Member Posts: 2 VERIFIED MEMBER
    edited March 2021 #4

    Can I create workflow automation based on the status email tracking. For example, if the original email was not opened in 3 days can it be resent?

  • Toby Barty
    Toby Barty Member Posts: 1 VERIFIED MEMBER
    edited November 2021 #5

    Hi, is this possible in Pipedrive?

    I would like to automate a follow-up email to be scheduled once someone has opened or clicked a link in an email.