Send email reminders once booked onto meeting
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
Answers
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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:
- 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.
Best,
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PS: Did my post help answer your query? Help the community by marking it as a solution.
1 -
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?
0
