Send qualified Pipedrive leads to EmailOctopus by webhook
Keep early or unqualified records out of a marketing audience. Trigger this workflow only after your Pipedrive process confirms a lead is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Add a new contact to a mailing list.
Why this helps
Adding every new CRM record to a mailing list can mix active prospects with people who are not ready for marketing.
- Start the workflow only when an external system sends the webhook.
- Apply qualification upstream in your Pipedrive-connected process.
- Create a contact in the EmailOctopus list you identify.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and EmailOctopus once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language; give it a name and describe the outcome.
- 3In one instruction, name the EmailOctopus list and say to create a contact only from webhook requests sent after your Pipedrive qualification process approves the lead.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real example request from your Pipedrive-connected system and confirm the contact in EmailOctopus.
Questions about this workflow
Does the webhook trigger itself qualify Pipedrive leads?
No. The external system must send the request when its qualification process approves a lead. Notis then follows your instruction using the request details.
What if a contact already exists in the list?
This workflow uses Create Contact. If you need existing records updated too, use the Create or Update Contact action in a separate automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Emailoctopus. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
New Deal Received Trigger
Fires when a new deal is created.
Create Field
Creates a custom field on a mailing list.
New Note Received Trigger
Fires when a new note is created.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
New Organization Received Trigger
Fires when a new organization is created.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Pipedrive and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Emailoctopus.