My company represents many different brands, therefore we have multiple pipelines for each brand to keep things organized.
We use this to initiate our marketing campaigns and to keep our leads engaged.
The trigger: After we are notified that an email sent through Reply is opened
The action: It creates a new deal in Pipedrive.
The issue is, Reply doesn’t know what brand we are using the marketing campaign for and therefore I can’t create a Deal in the Pipeline that I would like for it to go to.
I did create a custom field in Reply called “brand”, but I’m not sure how I can link the two.
Any help is greatly appreciated.
Best answer by andywingraveView original