Thank you for a very informative video. To test my automations containing delays I normally change the delay step to 3 minutes during testing. That way testing can be conducted at a more efficient pace. Just an idea being put out there.
Great video, Paul! I’m looking to send warm follow-up emails to all my contacts at the beginning of each month. Any advice as to where I can set up that parameter? Thanks in advance!
Thanks Paul, very useful !! quick question - I would like to create 2 automations that are : - if contact person is created AND organisation type (custom field) is Venture Capital > send email template to contact person Also if I had 100 new contacts the same day will that work ? is there a limitation to the number of emails I can send ? Then the second automation I want to make is - if contact person has opened email AND organisation type is Venture Capital > create new deal in pipeline I have looked but I can't find an action that is being triggered by an email being open - is that correct ? thanks for your help !
Hi Paul, great video as always! Is it possible to trigger these automations if someone fills out a specific form? I am thinking about a typical follow-up sequence. I have my ebook lead magnets attached to Pipedrive forms...
Yes. You would likely use a 'Lead Created' or 'Deal Created' trigger. So when your form creates the lead or deal, the automation could trigger a follow up.
I'm afraid Pipedrive's automations doesn't support that kind of 'if, then, else' logic at the moment. You can only add conditions to stop the automation if criteria aren't met.
Well the email is still going out from your Google or Microsoft account. The only thing I can think that Pipedrive is doing is adding the open/click tracking. But this is so common, I'd be surprised if this is why emails are going to spam.
Why are you always pushing Zapier when they charge per "zap" (transaction), when there are other free connection applications? Do you sell Zapier and receive a commission? Calendar and newsletter options are available without additional transaction fees. Hmmm....
Haha, no I don't sell or receive a commission on Zapier. It's just what I know and have used the most. I'm sure there are other options out there. I just stick with what I know.
