Email Open / Link Click = Create Activity

Josh Novak
Josh Novak Member Posts: 6
edited July 2023 in Sales CRM #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 Member Posts: 111 PIPEDRIVE TEAM
    5 Likes First Anniversary 5 Up Votes Name Dropper
    edited June 2022 #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 Member Posts: 6
    edited June 2022 #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 Member 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.

  • fellologistics
    fellologistics Member Posts: 1
    First Comment

    Is this still not working?