Klenty Activity to Trigger Pipedrive Automation Task

Bill Handy
Bill Handy Member Posts: 9 VERIFIED MEMBER
Second Anniversary Photogenic
edited July 2022 in Apps and Integrations #1

I use Klenty for my email marketing and have the two platforms synced. I'd like to create a task via automation when someone has clicked an email link 3 times and opened any email 2 or more times. I can't seem to navigate this as an automation. Is this possible?  

Thank so much for any help or guidance. 

 

bh

 

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  • Noel_27868
    Noel_27868 Member Posts: 15 VERIFIED MEMBER
    10 Comments
    edited February 2022 #2

    hey Bill,

    You can do that in klenty.

    My colleague will reach out to you to help you set it up.

  • Bill Handy
    Bill Handy Member Posts: 9 VERIFIED MEMBER
    Second Anniversary Photogenic
    edited August 2021 #3
    Noel said:

    hey Bill,

    You can do that in klenty.

    My colleague will reach out to you to help you set it up.

    Hi Noel, thanks for the response.  For clarity, I'm looking for a trigger/assigned task to send a Linkedin invite based on the very specific criteria - three clicks plus two opens (or a variation of this). And then track the engagement of the assigned task. 

    I like the high intent feature but some of my comflows last longer than the 15 days, especially with secondary outreach. And the inability to segregate clicks from opens limits my ability to truly track intent based on action. 

    All that being said, I'm open to any ideas you or your colleague might have. 

    Thanks so much, 

    -Bill

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