Adding people from Pipedrive directly to a sequence on Outplay

Users can add prospects directly from Pipedrive to Outplay.

How to add people coming from Pipedrive to a sequence on Outplay directly?

  • Triggers on Outplay can be used to add people from Pipedrive to a sequence on Outplay directly.

  • To be able to do this you will have to add a custom field on both Pipedrive and Outplay which will be used for the triggering. Please find help on how to create a custom field on Outplay here.

  • Once these custom fields are created on both platforms, map these fields by going to field mapping for people while setting up the integration.

  • After the mapping is done you will have to create a trigger and the trigger should look something like this:

Screenshot 2024-02-13 at 7.37.11 PM

Trigger explained:

When a prospect is created on Outplay, where the custom field we created for this purpose("label"l in this example) equals a value that you have for the people whom you want to add to the sequence("Label-1" in this example) then add the prospect to your desired sequence("Sequence 1" in this example).

  • Save the trigger and you are all set.

You can also find quick video help here:

You can also use an existing field to trigger the event.