We have customers who buy products/services which are current for six month, one year etc. How to de

Tobias Ljung
Tobias Ljung Member Posts: 1 VERIFIED MEMBER
edited April 24 in Workflow Automation #1
We have customers who buy products/services which are current for six month, one year etc. How to deal with follow up by automatic for this issue. Lets say if a customer buy our online training current for 1st of January until 30th of June. I would like to have an automatic reminder two weeks before 30th of June (maybe also a e-mail sent out three weeks before).
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  • Vladimir Dubakin
    Vladimir Dubakin Posts: 59 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited February 2022 #2

     Hey, Tobias!
    Hope you are enjoying it today :) 

    In regards to your question - until time based automations have been introduced to Pipedrive - you can create an automation to open an activity.

    In my example here how the below will work:

    1. You can add length of subscription to Deal Title 
    2. Then automation will trigger when you win a deal, read the deal title and will create an activity one month before the subscription end.
    3. A video to show automation: https://sharing.pipedrive.com/DT72Q
    4. I understand that it is not 100% ideal and the other idea I have - is to use Zapier to create activities instead, but without knowing your business background - unfortunately, I am not sure what to suggest exactly.

    Hope that helps,

    Kind regards,

    Vladimir

    https://sharing.pipedrive.com/DT72Q
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