Bulk adding activities to selected contacts in a filter

Hello, 

I will send out emails with another system. To register these activities to my contacts in Pipedrive I want to select the recipients in a filter and add an activity "Email Invitation sent" to their activity stream. Is this possible and how do I use this feature.

Alternatively how can I trigger a workflow manually?

Hope for a quick answer. Stay save everybody.

Best Regards from Germany, 

Sven

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited June 2020 #2

    I plan to write a detailed blog post about this nifty hack, but until I do, here's the gist:

    1. Create a custom field. I need to check which field type is accessible in Automation, but I would go ahead by creating a multiple choice field with a few options.
    2. Create an automation that triggers creation of an activity when this custom field is changed to a predefined value.
    3. Bulk edit the deals in the filter to change the value of this new custom field. 
  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 29 #3

    Hi @Sven Jänchen

    Currently our Workflow Automation feature doesn't support external tools, but you can certainly create an automation that sends out emails from within Pipedrive when a certain event happens in Pipedrive. Check out how to do that in these tutorials:

    You'll also be happy to know that we've working on making our own email marketing feature, Mailigen, work smoothly with the rest of Pipedrive, including creating email campaigns with their own automations, drip campaigns, etc. You can create a free Mailigen account here

    We are expecting to have more news on that soon... Follow that topic here in the Community to stay on top of it! 

  • Sven Jänchen
    Sven Jänchen Posts: 19
    edited February 24 #4

    Hello @Inês Batata

    Unfortunately it is not possible to send the emails via Pipedrive. This is because we use Sitecore. The onsite personalization features only work well, if I send the email with the Email Experience Module (EXM). 

    But I have found a solution (perhaps interesting for @Amit Sarda). Let me describe it briefly.

    We plan a two step event invitation. First we will send out an email invitation. All people not responding will get a call from our super sales agent...

    First I created a multi-optional custom field for contacts called "Marketing Lists". There I provide a list of alternatives like "Marketing Automation", "Event1", "Event2", and so on as well as "Sendout01", "Sendout02", etc. This gives me the freedom to seperate an event invitation in multiple waves. This is necessary because of our limited personal ressources for calling. It would be worthless to call a suspect two or three weeks after the email...

    Then I build a workflow that is triggered by an update of a contact when the field "marketing list" gets a certain value eg. ("Event2" and "Sendout02"). For all contacts fulfilling the condition I add a activity of type email, with status "done" and linked to the contact. I also fill in Name of the activity, date, duration, and responsible employee. In addition I add a second activity date "after three days", type is call, status is open, responsible employee (in this case our super sales agent) and short name "Call after Invitation Event2".

    And: it works well to me. Problem solved and perhaps I inspired somebody out there... 

    Good Luck, happy hunting and stay safe.

    Sven

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited April 2020 #5

    Hello @Inês Batata

    Unfortunately it is not possible to send the emails via Pipedrive. This is because we use Sitecore. The onsite personalization features only work well, if I send the email with the Email Experience Module (EXM). 

    But I have found a solution (perhaps interesting for @Amit Sarda). Let me describe it briefly.

    We plan a two step event invitation. First we will send out an email invitation. All people not responding will get a call from our super sales agent...

    First I created a multi-optional custom field for contacts called "Marketing Lists". There I provide a list of alternatives like "Marketing Automation", "Event1", "Event2", and so on as well as "Sendout01", "Sendout02", etc. This gives me the freedom to seperate an event invitation in multiple waves. This is necessary because of our limited personal ressources for calling. It would be worthless to call a suspect two or three weeks after the email...

    Then I build a workflow that is triggered by an update of a contact when the field "marketing list" gets a certain value eg. ("Event2" and "Sendout02"). For all contacts fulfilling the condition I add a activity of type email, with status "done" and linked to the contact. I also fill in Name of the activity, date, duration, and responsible employee. In addition I add a second activity date "after three days", type is call, status is open, responsible employee (in this case our super sales agent) and short name "Call after Invitation Event2".

    And: it works well to me. Problem solved and perhaps I inspired somebody out there... 

    Good Luck, happy hunting and stay safe.

    Sven

     

    Sounds good @Sven Jänchen , and like you're a Workflow Automation pro! 😎

  • Mike Brown
    Mike Brown Posts: 1
    edited June 2020 #6

    Could Zapier not help update the contact history that an email was sent into the Pipedrive activity stream?