New: Automate email & activity sequences with a new Wait for condition step!

Nuno Oliveira
Nuno Oliveira Posts: 90 VERIFIED MEMBER
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edited May 2023 in What's New #1

Hey, Pipedrive Community! 👋 

We are currently improving the ability to automate email & activity sequences, by adding a new Wait for condition step.

🚀 What is Wait for condition step? 

Enables you to set up automations that wait for something to happen, and continue a sequence after that is true. If not, and the maximum checking time has expired, the automation stops.

Examples of use cases:

  • Deal created > create activity > as soon as the activity is marked as done within 5 days > create activity
  • Deal moved to stage X > send email > as soon as the email is replied within 5 days > send email


🚀 Who has access? 

The Wait for condition step is now available to all customers in Advanced above plans. 

Learn more

Comments

  • BaptisteBLC
    BaptisteBLC Member Posts: 247 VERIFIED MEMBER
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    ✋✋✋✋✋✋✋✋✋✋✋✋✋

  • Martin Miersch
    Martin Miersch Member Posts: 18 VERIFIED MEMBER
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    edited April 2023 #3

    👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻👋🏻

    We would love to try it out and test it for our kapio-clients.

  • Paul von Kessel
    Paul von Kessel Member Posts: 9 VERIFIED MEMBER
    Second Anniversary First Comment Name Dropper

    Would like to test it!

  • Nicki Kane
    Nicki Kane Member Posts: 45 VERIFIED MEMBER
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    Yes please- this would be super helpful!!!

  • Graham Cox
    Graham Cox Member Posts: 158 VERIFIED MEMBER
    Second Anniversary 100 Comments 5 Up Votes 25 Likes

    Would love to test this too, thank you.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic

    Hi @Nuno Oliveira

    I would like to have access too. I will PM you the email ID of the account.

  • Damir Sabani
    Damir Sabani Member Posts: 5 VERIFIED MEMBER
    First Anniversary Photogenic First Comment

    Yes please, sign me up!

  • Jay Roberts
    Jay Roberts Member Posts: 9 VERIFIED MEMBER
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    This was a great addition.

  • Marketing_86194
    Marketing_86194 Member Posts: 5 VERIFIED MEMBER
    Second Anniversary First Comment First Answer

    Would love to start working with it!

  • Mimi Morada
    Mimi Morada Member Posts: 9 VERIFIED MEMBER
    First Comment Name Dropper First Anniversary 5 Likes

    🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️🙋🏻‍♀️

  • Emma Melling
    Emma Melling Member Posts: 23 VERIFIED MEMBER
    Second Anniversary 5 Likes Name Dropper 10 Comments

    Yes please! This would be great to our organisation - we currently have to use zapier for some automations but once this is live we will be able to use this! Thanks

  • Jörgen Sjöstrand_231
    Jörgen Sjöstrand_231 Member Posts: 80 VERIFIED MEMBER
    Fourth Anniversary Solution Provider Photogenic First Comment

    Yes, beta please :)

  • Career Launch
    Career Launch Member Posts: 1 VERIFIED MEMBER
    First Anniversary First Comment

    Yes, I'd like to join the beta!

  • Kai Xiang Chiew
    Kai Xiang Chiew Member Posts: 7 VERIFIED MEMBER
    Photogenic First Comment First Anniversary 5 Likes

    Yes, beta please :) Interested.

  • Nuno Oliveira
    Nuno Oliveira Posts: 90 VERIFIED MEMBER
    25 Likes Third Anniversary Pipedrive Team Photogenic

    Hey everyone! The Wait for condition step is now available to all customers! 🚀

    Learn more

  • Emma Melling
    Emma Melling Member Posts: 23 VERIFIED MEMBER
    Second Anniversary 5 Likes Name Dropper 10 Comments

    @Nuno Oliveira I've just tried this out. I've created an automation with the trigger 'Renewal date updated' - this is when an organisation level custom field (date field) is updated. What I wanted to do was then add a 'wait for' step to be 'wait for the renewal date' or 'wait for 60 days before the renewal date' to perform the action 'create deal' for the renewal. But it's telling me I need to create an action before I can use the wait for step - is this right?

  • Nuno Oliveira
    Nuno Oliveira Posts: 90 VERIFIED MEMBER
    25 Likes Third Anniversary Pipedrive Team Photogenic

    Hi @Emma Melling! That is correct. For the scenario you mention the Wait for condition step is not a good fit. We plan to work on this need to trigger actions based on date fields later this year. I'll be updating our progress here in the community.

This discussion has been closed.