I am facing challenges with an automated workflow that integrates Tally, Gmail, and Pipedrive CRM, aiming to enhance our customer interaction strategy through efficient data handling and pipeline management.
However, we are encountering issues primarily related to Pipedrive CRM’s functionality within the workflow.
Below is a detailed overview of the scenario and the problems we are experiencing:
Workflow Overview:
- Tally (Watch New Responses): Collects responses where the respondent’s email serves as a unique identifier.
- Gmail (Send an Email): Follows up on the Tally submission with an automated email.
- Pipedrive CRM (Search Persons): Searches for a contact using the email address from Tally.
- Pipedrive CRM (Search Deals): Searches for deals associated with the identified contact. This step starts showing inconsistencies.
- Pipedrive CRM (Update a Deal, Create an Activity): Updates the deal status and logs questionnaire outcomes in the deal’s activities, executed multiple times across the workflow.
Problem Encountered:
The main issue arises post-Gmail interaction when dealing with Pipedrive CRM:
- Deal Identification: There’s difficulty in accurately identifying and selecting the correct deal associated with the contact’s email.
- Activity Logging: Challenges in updating the deal status and logging questionnaire details accurately.
Seeking Suggestions:
I am looking for advice on using alternative identifiers or improving the configuration within Pipedrive or Make to resolve these issues.
Any insights into best practices or additional configurations that could enhance the reliability and accuracy of this integration would be greatly appreciated.
Thank you in advance for your help and suggestions!
Alessio