Articles on: Sequences

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:



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:


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

Updated on: 24/06/2024

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