Automation trigger - new email received

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Marcelina Drozd
Marcelina Drozd Member Posts: 32
5 Likes First Anniversary First Comment Name Dropper
edited July 2022 in Sales CRM #1

Hi!

I have a problem with finding a trigger for automation.

What I want is to automatically create an Activity if an email is linked to a Deal. So any new email received by the Deal triggers a new Activity - it is a special case just for one Deal and I cannot find a solution.

Many thanks!

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
    First Anniversary First Answer 5 Likes First Comment
    edited April 2022 #2
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    Hi Marcelina - 

    It looks like you're trying to set up a lot of automations and integrations, which is fantastic! Pipedrive's workflow automation is getting better, but is still a bit clunky. Zapier is an automation tool which will give you a lot more capacity and control over automations and integrations (e.g. connecting your webforms as well).

    If you'd like to chat, happy to give you a few free pointers in the right direction - https://www.opsdesigned.com/contact

    Best,

    Liz

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
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    edited April 2022 #3
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    Hi @Marcelina Drozd 

    I am thinking of the solution out loud, one that you can easily implement with Make/Integromat.

    Trigger: New Email in your Inbox

    Action(s):

    1. Find a person with this email.
    2. Find an open deal for this person.
    3. Create an activity for the deal and the person.

    If you'd like help with the implementation, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Pipedrive Consulting | WhatsApp | Email | Community

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