Automating Marketing Status for Contact Imports via Zapier

Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. 

In order to automatically mark them as Subscribed, this would need either:

  1. Zapier to have access to edit the field "Marketing Status"
  2. (longer workaround) Pipedrive Workflow Automation have access to edit the field "Marketing Status"
     

#2 is a bit more fiddly, because it means we have to upload a contact via Zapier with a unique label and then set a PD Workflow Automation to find them and change the Marketing Status.

Comments

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited March 10 #2

    @Samwise Holmes this is another great piece of feedback. 👍

    As Campaigns is still in Beta, we've not released our API publicly, and therefore current marketplace integrations have not yet been updated.

    Both options that you mentioned will be possible fairly soon as we know the manual marketing status update is a challenge for many active users already.  

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited March 10 #3

    @Samwise Holmes this is another great piece of feedback. 👍

    As Campaigns is still in Beta, we've not released our API publicly, and therefore current marketplace integrations have not yet been updated.

    Both options that you mentioned will be possible fairly soon as we know the manual marketing status update is a challenge for many active users already.  

    @Samwise Holmes just wanted to share Campaigns API documentation that we've released recently. This might be helpful to build a more integrated solution. 
    Zapier integration is being updated as well. 

    Workflow automation has also been updated to include the Marketing Status field as an action. 

    Also, LeadBooster webforms can be used to automatically subscribe contacts. 

  • I know this is an old thread, but I just needed to set this up but I'm not seeing Marketing Automation as an option in the Update Person Fields. I'm on a Live Chat with PipeDrive and the agent just told me that the field isn't available.

    So should I be able to use it or not?

  • I can confirm that this is not available in any of these options: