Email Open / Link Click = Create Activity

Josh Novak
Josh Novak Member Posts: 6 VERIFIED MEMBER
edited April 2024 in Ideas and Product Feedback #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??

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  • Markus Funk
    Markus Funk Member Posts: 109 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Likes 5 Up Votes
    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 VERIFIED MEMBER
    edited June 2022 #3
    Markus Funk said:

    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 VERIFIED MEMBER
    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 VERIFIED MEMBER
    First Comment
    #5

    Is this still not working?

  • IraTw
    IraTw Member Posts: 1 VERIFIED MEMBER
    First Comment
    #6

    Are there any updates regarding this feature? It's such an obvious one to have, I think.

  • Poloduf
    Poloduf Member Posts: 6 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    #7

    Hi everybody,

    I found a way to make it possible with Pipedrive and Make.

    Step 1 : Create a Pipedrive Filter with thoose parameters

    image.png

    *Why "yesterday" ? Because in Make, you have no other way to catch people in the scenario.

    Step 2 : (Create a Make account first) Create a new scenario in Make.com

    1. Create the trigger (wich is "Pipedrive / List Persons")
    2. Connect your Pipedrive account
    3. In the filter field, found the filter you have created on Step 1.
      image.png
    4. Do not forget to schedule the trigger scan ! (for exemple, everyday at 1:00am).
      Remember, people wich cliked on campaign will automaticly be stored in the filter. The filter is set the get people wich clicked on campaign yesterday.
    image.png

    From now, you can do everything you want. Create an activity on every persons catched on the trigger for exemple etc…

    p.s : i'm a Make Certificated. The free plan is enough, it will depend on the volume of data to be processed. If necessary, I can help you.

    Have a good day.

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