Moving a deal to different stage based on an Email open
Lee Thomas_53805 Posts: 1
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 Posts: 24edited October 2021 #2
I saw some familair wish earlier in this thread: https://community.pipedrive.com/post/suggestion-workflow-automation-for-email-opened-and-or-replied-to-601a7195adc5ee10cb6961b3.0
Wart Fransen_149 Posts: 6edited October 2021 #3
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: