Moving a deal to different stage based on an Email open

Lee Thomas_53805

I attach quotation / proposals to email using the documents feature with tracking on open. Is it possible to move the deal to a different stage when this happens?

Wesley_49026

Hi Lee,

I saw some familair wish earlier in this thread: https://community.pipedrive.com/post/suggestion-workflow-automation-for-email-opened-and-or-replied-to-601a7195adc5ee10cb6961b3.

Wart Fransen_149

This can be accomplished using the LeadBoxer integration.

Note: LeadBoxer can basically track any email and you can use this in the pipedrive workflow, except the emails send from within Pipedrive 🙃

here is an example tutorial:
https://docs.leadboxer.com/article/151-pipedrive-workflow-automation-with-leadboxer