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  • How do I configure Pipedrive to send cold emails to my leads and not my colleagues using ChatGPT?
Question

How do I configure Pipedrive to send cold emails to my leads and not my colleagues using ChatGPT?

  • 9 November 2023
  • 3 replies
  • 23 views
F

I have set up my pipedrive account up so it sends cold emails through chatgpt to new leads made in pipedrive. How do I make it so it only uses my leads and not my colleagues. Sorry I am quite new to this and need some guidance.

 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Fostachild19 

Good question.

You may need to use a Filter step in the Zap: https://zapier.com/apps/filter/help

To help us have more context, please post screenshots with how your Zap steps are configured.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
F

I am applying a filter to find a user after the trigger. It is still taking all of my colleagues new leads and not just mine

Troy Tessalone
Userlevel 7
Badge +14

@Fostachild19 

To help us have more context, please post screenshots with how your Zap steps are configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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