Add new person in Pipedrive: one extra custom field from Missive
Gert Keen
Adding a new person in Pipedrive just makes a new person, with no labels, no organisation, nothing. Work places, like mine, that have very strict seperations between categories of contacts, have to add persons, and then as the greased lightning go to PD to finish a contact. I now have a work around: I immediately make a new activity from Missive for that person, that triggers the right automations to get the right labels and so on. But one easily forgets that. And then you get a ghost contact, that is not followed up. Easy solution: 1/ just one extra field from missive, 2/ preferrably a single choice dropdown that is also in PD, 3/ with the choice of facultative or mandatory population. Once a new person is made in Missive with this extra field, the latter can then trigger the right automations to finish and complete a new person.
Sam Boyd
Why not set up an automation in PD where, if a contact is created and X time passes, and no organization is connected, create an activities reminding you to add the org.
Or, if you're good with make.com or Zapier, then use that to create the organization and link it to the contact.
Gert Keen
Hi Sam, your suggestion would work, if not all my standing automations start right away after a new person is added. I work with sensitive, psychological information, and I had to put these immediate automations in place in such a way, that nothing can go wrong: so, automations right away. So, when a new person comes from missive, all kinds of things happen on the spot, already before I can follow your suggestion. I have 180 standing automations ... I now had to make a very complicated workaround with make.com, that delays some standing automations, but one extra field from missive would do the thing too, wtihout formentonned hassle. I hope this clarifies my situation, but thanks for thinking along. Cheers, Gert