Send email reminders once booked onto meeting

Tehsin Khan
Tehsin Khan Member Posts: 2
Second Anniversary Photogenic
in Workflow Automation #1

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

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,353
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #2

    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.

  • Pascal_13251
    Pascal_13251 Member Posts: 6
    Second Anniversary First Comment Photogenic
    #3

    This might be a good idea, but unfortunately I always get the wrong time deliverd to Make.

    Steps to recreate this problem:

    Follow the actions described above but instead of sending an email, enter the information to a google spreadsheet. When I extract the due date, I always get on day before the actual due date.

    How to fix this?

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