Pipedrive: Update record when contact becomes unengaged
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 may need a base of knowledge first or if your agent may need to do some light re-engagement on their end as well.
Using ActiveCampaign's native integration with Pipedrive, this automation updates a record when a contact is tagged as unengaged. 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 unengaged.
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.
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