Pipedrive Workflow Automation with LeadBoxer

Pipedrive harnesses a powerful rule-based automation feature called Automation.

Automation can take a trigger event and perform one or many actions if the trigger is fired. The nice thing about this is that it can trigger based on the content of a note inside an activity, which is exactly what LeadBoxer creates. Meaning that you can automate your workflow based on the web and email behaviour of your Leads & Customers!

The possibilities are endless, but go get you going we are going to prove an example. In this example we are going to fire a slack message if a lead or customer looks at the pricing page.

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Step 1: go to automation and create a new Automation

Step 2: Create a new custom workflow

Step 3: Update the trigger starting event

Step 4: Specify the conditions: a URL you want to trigger on

Step 5: Setup the action (in this example we have already connected our Slack to Pipedrive)

Step 6: Configure the message that will be send to Slack

Thats it!

Identified leads that look at our pricing page are now showing up in our Sales Slack Channel. Sweet.

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Last updated on January 15, 2020