Workflow automation not working when importing leads

Bertrams
Bertrams Member Posts: 1
edited July 4 in Sales CRM #1

Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? 

When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the functionality this indeed seems to be the case (no ETA for a fix/update). Thus only manually added leads seem to trigger any Workflow automations. 

Perhaps anyone here has a workaround for how to trigger automations in such case?

Cheers,
B

 

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,451
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited June 2022 #2

    You have a couple of options:

    1. Trigger the automation using bulk edits and 'lead updated' trigger.
    2. Use Make/Integromat to set up automation.
  • Keith Greywood
    Keith Greywood Member Posts: 38
    Third Anniversary 10 Comments Photogenic
    edited June 2022 #3

    You may be able to use Zapier for that.

    New lead detected, 

    delay (to wait if it fires an automation) or a field  like source which includes  'imported')

    set activity - email/ call lead

  • Paige Pennigar
    Paige Pennigar Member Posts: 7
    First Anniversary Name Dropper First Comment Photogenic
    #4

    Just want to echo that I've stumbled upon this issue as well and it's quite frustrating. I know workarounds are recommended in the comments, but this feels like something Pipedrive should update.

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