Send Email from Template when Organization is Created or Updated and Primary Contact is created or u

Scott Brodsky
Scott Brodsky Member Posts: 3 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

All I want to do is import my spreadsheet of leads. 

Then have an email sent to the designated Admin Email from the import. 

The conditions could be Organization Created or Organization Updated with Booth Number being the field 

Also it could be Contact Created or Contact Updated with the field being Admin Email for the contact.

This seems to be very difficult to accomplish. I have been working off a hack where I would import my contacts and then create a deal while designating a contact as primary contact to use for the email to be sent. This seems to be the only way I can automate an email to go out.

I would like to be able it just import and not have to go through the deal creation process for all the leads I just imported.

I would like for a deal to be created and place in the designated pipe

I would like an email to be sent to the designated contact using an email template.

I would like this to happen when a Contact is Created or Contact is Update with the field being Admin Email for the contact.

This has been an on going struggle for me with this software. If anyone has solutions for this please let me know. Thanks!!

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Comments

  • Arthur_70084
    Arthur_70084 Member Posts: 71 VERIFIED MEMBER
    10 Comments
    edited February 2022 #2

    Hey @Scott Brodsky 

    I can help you if you want.  Personally, for this kind of need, I suggest you to use integromat. But it's a bit complex to put in replace regarding  your conditions. I'm an integromat specialist, and I've already done this kind of automation. If you want, we can set up an appointment. 

    Best,

    Arthur

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,609 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #3

    Hi @Scott Brodsky - happy to have a chat about this: amitsarda.xyz/pipedrive

  • Scott Brodsky
    Scott Brodsky Member Posts: 3 VERIFIED MEMBER
    edited February 2022 #4
    Arthur said:

    Hey @Scott Brodsky 

    I can help you if you want.  Personally, for this kind of need, I suggest you to use integromat. But it's a bit complex to put in replace regarding  your conditions. I'm an integromat specialist, and I've already done this kind of automation. If you want, we can set up an appointment. 

    Best,

    Arthur

    Let's chat too! What is the best way to get in touch?

  • Scott Brodsky
    Scott Brodsky Member Posts: 3 VERIFIED MEMBER
    edited February 2022 #5
    Amit Sarda said:

    Hi @Scott Brodsky - happy to have a chat about this: amitsarda.xyz/pipedrive

    Let's chat! What is the best way to get in touch?

  • Arthur_70084
    Arthur_70084 Member Posts: 71 VERIFIED MEMBER
    10 Comments
    edited February 2022 #6
    Arthur said:

    Hey @Scott Brodsky 

    I can help you if you want.  Personally, for this kind of need, I suggest you to use integromat. But it's a bit complex to put in replace regarding  your conditions. I'm an integromat specialist, and I've already done this kind of automation. If you want, we can set up an appointment. 

    Best,

    Arthur

    Hey you can reach me by email : soustellepro@gmail.com

    Or if you prefer, you can set up a date for a visio call through this link: https://calendly.com/soustellepro/consultation-gratuite-de-30-minutes?month=2022-02 

    (it's in French, but you just have to file your need, email name and company name then it's fine.) 

    Arthur

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