Multi Touch Email Sequence
Hi Product team, is there any functionality in the roadmap in which pipedrive users will be able to create multi touch email sequences? I think this would be a great addition to your platform as it will allow to execute sales/business development representatives to work inside Pipedrive... what happens currently is they use another software like SalesHandy, Yesware, among many others to execute personalized email secuences.
Best Answer
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Hi @Alan Chapa -
This is something that could be done via Pipedrive Workflow Automations. Take a look at this video for an example of sending emails automatically based on Stage changes - https://youtu.be/PjYPbncuDsk
Alternatively, you could have an automated Activity sequence. Take a look at this video for an example - https://youtu.be/UzKisCoFGeI
Please feel free to reach out if you would like additional support.
- Liz
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