Workflow automation not working when importing leads
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
Comments
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You have a couple of options:
- Trigger the automation using bulk edits and 'lead updated' trigger.
- Use Make/Integromat to set up automation.
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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
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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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