Pipedrive: Update record when contact becomes highly engaged
What's one of the most valuable metrics to your sales team?
Engagement. How often a contact is interacting with your communication efforts is huge to your sales team. It prepares your team to know if the contact have been absorbing every detail you've been sending or if they may need a base of knowledge first.
Using ActiveCampaign's native integration with Pipedrive, this automation updates a record when a contact is tagged as highly engaged. You can adjust the definition of engagement to what makes sense for your business. Perhaps you want to know if a contact is opening all of your emails or you only want to keep track of more reactive measures like link clicks or email replies.
Here's how this automation works:
1. The contact is tagged as highly engaged.
2. The contact's record in Pipedrive is updated.
NOTE: You can combine this automation recipe with others in the Marketplace like tracking engagement to assign the tags.
NOTE: For this recipe, one of the fields you should pass along is an engagement field so you're passing the pertinent information along.
Get started today
Try it free. No credit card required. Instant setup.