Send email reminders once booked onto meeting
Tehsin Khan Posts: 1
I am finally trying to make full use of PipeDrive.
I have created a meeting via Scheduler. The downside is, once someone books a meeting I can't seem to send them email reminders (24 hours and 1 hour) before the meeting.
Is there a workaround for this?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,238
You can do this using Make/Integromat.
Trigger: New Activity Created
Condition: Activity of type X or subject Y (depends on your scheduler configuration)
- Calculate time until meeting
- Delay for each time period before the meeting.
- Send email reminders.
If you have any other questions or need further help, please don't hesitate to reach out.
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