Follow-up email workflow automation

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Romphroy
Romphroy Member Posts: 1

Does anyone know if it's possible to create an automation that will send a follow-up email to deals in different stages when there's been no activity in a set number of days? For example, if there's been no activity on several deals for 45 days I'd like a simple follow-up email to go out to the primary contact automatically, then send me an email that they were sent out.

Is this possible? It sure would be useful.

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  • sheryl
    sheryl Member Posts: 9
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    Hello! It is possible to automate follow-ups based on which stage the prospect is in. You can use the tool called Klenty to automate your follow-ups based on prospect engagement. It's free to book a demo call or try the free trial!

    Request demo here

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