Reminding your team to contact client for contract prolongation
O.Kyrychenko Posts: 2
We decided to automate reminders for contracts that soon to hit an exparation date. While Automations in Pipedrive made it possible to create an activity and push it to GCal, there`s one thing that can`t be solved at this point: when we take into account the actual contract expiry date, there`s no way to set up a reminder way before that date.
There`s an option to do that one day before, you I think everyone who ever followed up on a contract continuation, will agree that this won`t help.
Currently we need to set exparation date one month before the actual one to make sure our sales reps wont miss this negotiations.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,310
You could set this up using Make/Integromat.0