Automating a DRAFT email using email template in Workflow automation

Graham Cox
Graham Cox Member Posts: 154 VERIFIED MEMBER
100 Comments Second Anniversary 25 Likes 5 Up Votes
edited June 2023 in Ideas and Product Feedback #1

I'd like the functionality of setting up a workflow automation for the creation of draft emails from email templates please. The use case is contacting my mortgage clients where I'm following up with them in two or three years time when they need to refinance their current deal. I may want to add something to the email to make it more personal before clicking send etc. Then I can add an activity in PD to let the mortgage advisor know they have an email draft to review before sending etc. Hope that makes sense, thanks.

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  • Vadim
    Vadim Member Posts: 1 VERIFIED MEMBER
    Photogenic First Comment
    #2

    I think it would be very helpful if there was an option to create email drafts in Pipedrive through automation. It would be a great time-saver and make things more efficient.

  • shawnem
    shawnem Member Posts: 2 VERIFIED MEMBER
    First Comment
    #3

    Has there been any progress on this? I think the capability to personalise a section of an email template is crucial in this AI generated world of correspondence

  • M_Hafez
    M_Hafez Member Posts: 2 NEW MEMBER
    First Comment
    #4

    This would be really valuable.

    My only workaround for this so far is to simply create a to do: "Create an Email using Template XYZ" so it's 3 clicks extra

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