Is it possible to set up a workflow automation with "email received" as trigger?

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RI
RI Member Posts: 15
First Comment
edited April 24 in Workflow Automation #1

Desired workflow trigger:

When email received on any deal that is in X status and/or Y pipeline,

do Z

The action could be:

  • send notification
  • update deal status (eg move automatically to a more active status)
  • whatever else

Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
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    edited April 2022 #2
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    Hi Raina! 

    Currently, this type of trigger is not possible in our Workflow Automations. What I am thinking as a workaround might be creating a Deal filter (Deal last email received is today) that can be used as a trigger in Zapier. So when a new email is received, Zap could trigger and do needed changes. 

  • RI
    RI Member Posts: 15
    First Comment
    edited April 2022 #3
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    Kreete K said:

    Hi Raina! 

    Currently, this type of trigger is not possible in our Workflow Automations. What I am thinking as a workaround might be creating a Deal filter (Deal last email received is today) that can be used as a trigger in Zapier. So when a new email is received, Zap could trigger and do needed changes. 

    That seems like a complicated workaround!

    I tried setting up a Zap using deal filters for a different workaround earlier this week and couldn't get it to work properly.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
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    edited April 2022 #4
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    Kreete K said:

    Hi Raina! 

    Currently, this type of trigger is not possible in our Workflow Automations. What I am thinking as a workaround might be creating a Deal filter (Deal last email received is today) that can be used as a trigger in Zapier. So when a new email is received, Zap could trigger and do needed changes. 

    It's not. You can try setting it up with Make/Integromat too. It is a little more complex than Zapier, but more powerful too.

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