Automate Stages

Adam petley
Adam petley Member Posts: 2
First Anniversary First Comment

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?

Comments

  • Adam petley
    Adam petley Member Posts: 2
    First Anniversary First Comment

    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: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT

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

    You can also do this using Zapier or Make.