Is it possible to automatically create new contacts in Pipedrive based on the details extracted from

Chariz Abucejo
Chariz Abucejo Posts: 1
edited July 28 in Apps and Integrations #1
Is it possible to automatically create new contacts in Pipedrive based on the details extracted from the emails received?

Answers

  • Jan Visser_342
    Jan Visser_342 Posts: 105
    10 Comments
    edited July 27 #2

    Yes, but you need an automation tool like Zapier. They have an email parser - the field values you collect can be used to create automation - like creating a new person in PD. I suspect you do need some predictability in the layout of the incoming email  (like for instance, a contact form could work well) - not sure how it would handle "free form" emails.

  • Vengat Krishnaraj
    Vengat Krishnaraj Posts: 15
    Integration Partner
    edited July 27 #3

    Hi Chariz @Chariz Abucejo 

    Yes, the task you want to automate is possible if you are a Klenty+Pipedrive user.

    If you are using Klenty to send personalized emails to automated follow-ups then it is possible to create contacts, also move contacts between deal stages, record an activity for the contact, etc in your Pipedrive CRM based on your email engagement such as opens, clicks or replies in Klenty.

    Using Klenty’s ‘Triggers and Actions’, you get a completely automate this workflow with just flick of a switch. There is no need to use zapier at all.

    You can check us on the Pipedrive Marketplace: https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462

    https://community.pipedrive.com/user/charizabucejo