1.Captures new message sent
Integrate Mailshake and sales engagement tracking to detect new message sent events and to centralize send details.
Create follow-up note in CRM from message sends
Automatically capture new message sent events from Mailshake across CRM contact records. Create follow-up notes in Pipedrive when replies or opens happenβso you can build an auditable outreach trail, keep activity dates accurate, and assign ownership without manual logging.
How this automation creates follow-up note trail
When new message sent events are not recorded right away, follow-up history gets messy and hard to audit. This automation captures Mailshake send details, finds the matching Pipedrive contact, and creates a completed follow-up activityβso your team can track outreach without manual updates.
Mailshakeor swap with your favorite app
2.Finds person by email
Integrate Pipedrive and CRM contact matching to find the matching contact and to return a qualifying contact id.
Pipedriveor swap with your favorite app
3.Creates completed follow-up activity
Integrate Pipedrive and CRM activity logging to create a completed follow-up note with timestamp and message summary.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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