This automation applies to Pipedrive but a similar effect can be achieved with other CRMs.
Use case
As a sales rep I want to know when a lead is visiting my website and with Outfunnel's web tracking feature it's possible to achieve just that.
Outfunnel creates a "website visit" activity once a website visit occurs and it's possible to set up a Pipedrive workflow automation to automatically notify the rep.
Solution (5 min)
Head to Pipedrive automations and set up a new automation with the following parameters:
Triggered by
We recommend choosing any user as that way the automation will run regardless of who updates the lead score field
1. Trigger
This is what starts the automation and in this case it's "Activity created".
2. Instant condition
We'd only want it to trigger when:
The activity type is Visited website
3. Send email
In this example, the automation sends an email to the sales rep but you can also have it send a Slack update, create another activity, update the person field or anything else that makes sense for your workflow.
Activating and testing
Lastly, simply activate the automation. To test if it works as expected, simply update a sample person's lead score field to above the threshold.
And that's it.
