Pipedrive automations: set date triggers and add webhooks requests as actions
There are some new features in Pipedrive automations. Setting up date triggers and incorporating webhooks requests into your automations can significantly improve the efficiency of your processes. Date triggers allow you to define the exact time when an action will be executed, while webhooks actions make it easier to integrate events with your external applications and tools.
Configuration of Date Triggers
Date triggers allow you to schedule automations to run before, on, or after specific dates. These triggers can be based on default or custom date fields from any of the main entities, such as deals or organizations. To set up a date trigger, you will find the corresponding option in the sidebar when creating a new automation.
Examples of Date Trigger Usage
- Sending Personalized Emails: Program automated emails to congratulate your contacts on their birthdays.
- Call Follow-up: Automatically sends a follow-up email two days after a scheduled first contact call.
- Call Reminders: Add reminders in your calendar to make calls one week after a sales demo.
Incorporation of Webhooks Requests
If your automations require connecting with external applications and tools, webhooks are the ideal solution. By combining webhooks with triggers and conditions, you can determine precisely what data is transferred between Pipedrive and other applications, as well as the exact time at which this transfer occurs.
Steps to Add Webhooks to your Automations
- Create an Automated Webhook: Define the webhook you need for the desired integration.
- Add Webhook as an Action Event: Include the webhook as an action in any of your automations to ensure efficient and accurate data transfer.
Additional benefits of Pipedrive’s new automation features
- Workflow Optimization: The ability to schedule actions based on specific dates and conditions allows for more efficient management of time and resources.
- Improved Communication: Automating emails and reminders ensures that no important communication opportunities are missed.
- Easy Integration: Webhooks facilitate integration with a wide range of applications and tools, improving the interoperability and cohesion of your systems.
Implementing date triggers and webhooks in your automations not only optimizes your processes, but also allows you to maintain a fluid and effective communication with your contacts, as well as an efficient integration with other tools you use in your business.
Adds webhooks requests as actions
Do you use automations that connect with external apps and tools? Combine webhooks with triggers and conditions to decide exactly what data flows between Pipedrive and your other apps and tools, as well as when it flows.
To get started, create an automated webhook, then add it as an action event to any of your automations.
Here is what’s new in June regarding Pipedrive updates in June 2024. We at Imanta will keep you informed of more.