Email Open / Link Click = Create Activity

Josh Novak
Josh Novak Posts: 6
edited July 28 in Lead Generation #1

Sooooo been looking around for a while and this seems like a very simple problem but cannot find a solution. 

All I want to do is assign a contact an activity (i.e. call them) after a link click or email open...

Is this really not possible in Pipedrive??

Comments

  • Markus Funk
    Markus Funk Posts: 120
    100 Comments Second Anniversary Name Dropper Photogenic
    edited June 15 #2

    HI Josh, 

    I've been waiting for this over a year.... It is not possible to base automations on triggers such as email opened / link clicked....

    Markus 

  • Josh Novak
    Josh Novak Posts: 6
    edited June 15 #3

    HI Josh, 

    I've been waiting for this over a year.... It is not possible to base automations on triggers such as email opened / link clicked....

    Markus 

    That just seems insane to me. Such a no-brainer feature for a CRM software. 

  • Josh Novak
    Josh Novak Posts: 6
    edited July 2021 #4

    Ok just a little update since Pipedrive deems this not a helpful feature.

    Workaround we are doing is with some of our cold outreach through Lemlist. We are just having link clicks and replies to emails be viewed as tasks and then those tasks automatically create a deal for the contact with a reminder assigned to follow up.

    Yeah it's janky but hey not the worst for our cold outreach stuff ha.