Has anyone worked out a way to send automated meeting reminders to the sales team?

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I want to make sure the sales team don't miss any meetings. Obviously they shouldn't be! But is there a workaround to send a meeting reminder to the sales person e.g. the day before a meeting?

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  • inacyakup
    inacyakup Member Posts: 179
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    Hi Kate,


    First of all, create a collective email address for your team.

    Create an activity --> add a delay --> You can send an email to your team.


    Example:

    The meeting was scheduled for 20.06.2023 16.30. After creating a meeting event from the Events section and saying wait 3 days, you can send an email on 19.06.2023 16.30.

    After sending an extra mail, you can send an email again before the last 1 hour to remind you. 

    You can implement it this way using automation. I hope this helps you.


    Good Works.

    yakup@medproper.com

  • Kate_44532
    Kate_44532 Member Posts: 4
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    Hi. Thanks for your reply. However, I can only add in a specified time delay from when the meeting is put in the diary rather than a reminder based on the day/time of the meeting doing it this way I think?

  • inacyakup
    inacyakup Member Posts: 179
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    Hi Kate,


    Add Activity-->Delay-->Action-->Delay --> Action


    This is how the automation you want works.


    Good Works,

    yakup@medproper.com

  • pergatto
    pergatto Member Posts: 6
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    edited January 18 #5
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    inacyakup your suggestion is absolutely useless!

  • pergatto
    pergatto Member Posts: 6
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    inacyakup your suggestion is absolutely useless!

    As Kate has already explained, you need a timer that calculates the time remaining to the event, so that it is set by default.

    The solution you suggest would imply having to create an automation for each single event created, calculating the necessary timing each time. Is absurd!

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211
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    Hi @pergatto -

    The easiest way to accomplish this would be a third-party tool like Zapier. Take a look at this video for an example https://youtu.be/o7W3ME7cLmg

    Please feel free to reach out if you would like additional support.

    - Liz

    Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations

  • pergatto
    pergatto Member Posts: 6
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    edited February 11 #8
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    pago fin troppi soldi a voi di PD per non avere una funzionalità così basilare!

    se avete un calendario che già invia un'email di conferma dell'appuntamento così ci vuole ad aggiungere dei promemoria?? è assurdo che mi suggerite di usare zapier per una cosa così banale

  • Joel Marks
    Joel Marks Member Posts: 16
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