Send email reminders once booked onto meeting

Tehsin Khan

Hey

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?

Thanks

TK

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

You can do this using Make/Integromat.

Trigger: New Activity Created

Condition: Activity of type X or subject Y (depends on your scheduler configuration)

Actions:

1. Calculate time until meeting
2. Delay for each time period before the meeting.
3. Send email reminders.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

Resources: 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples

Contact: Book a Call | WhatsApp | Email | Website

PS: Did my post help answer your query? Help the community by marking it as a solution.