Automating a DRAFT email using email template in Workflow automation

Graham Cox
Graham Cox Member Posts: 141
100 Comments 25 Likes 5 Up Votes Name Dropper

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.

Tagged:
3
3 votes

Active · Last Updated

Comments

  • Vadim
    Vadim Member Posts: 1
    Photogenic First Comment

    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.