Updating Pipedrive deal stage and/or new activity when email is received.

  • 28 March 2022
  • 2 replies

I’m new to Zapier trying to set up a zap with the conditions above. I’m having some difficulty setting up the automation, has anyone managed to get something similar working? Ideally when an email associated with a deal came in, it would change the stage and/or create a new activity to reply to the email when it’s received. Using outlook for emails. Thanks!

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2 replies

Userlevel 7
Badge +14

Hi @fastlights 

Good question.

Please post screenshots with how your Zap steps are configured for us to have more context, thanks.

Userlevel 5
Badge +6

@fastlights are you looking to have any email trigger the activity in Pipedrive or only specific ones?