Automation trigger - new email received
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!
Comments
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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
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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):
- Find a person with this email.
- Find an open deal for this person.
- 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,
0
