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 custom field on Outplay here.

  • Once these custom fields are created on both the 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("labe"l in this example) equals to 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.

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