Automate Stages

Adam petley
Adam petley Member Posts: 2 VERIFIED MEMBER
First Anniversary First Comment
in Sales CRM #1

Hi Guys,

It would be great if we could automate stages, so, if we send a quote out to customer (stage) after 3 days, if nothing heard back from customer and stage has not been moved, then it moves to another stage (3 day after quote stage) and then be able to automate an email when stage moves to this?

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  • Adam petley
    Adam petley Member Posts: 2 VERIFIED MEMBER
    First Anniversary First Comment
    #2

    Alternatively, be able to automate an email that after 3 days, if nothing moved on the customers stage, then an email gets automatically sent out to that customer :)

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,614 VERIFIED MEMBER
    Fifth Anniversary 1000 Comments 250 Likes 25 Answers
    #3

    Can use a combination of delay and conditions in Pipedrive to do this.

    You can also do this using Zapier or Make.

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