Help sending a manual email and if not responded to sending a follow up template?

Rob Smoliak
Rob Smoliak Member Posts: 1 VERIFIED MEMBER
in Ideas and Product Feedback #1

I'm new to PD and can't seem to figure if this is possible or not.

I want to have a call with a customer, send a email based on the call (so can't be a template email), and then if they don't respond, then send a follow up email.

Is that possible?

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 212 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Answers 25 Likes
    #2

    Hi @Rob Smoliak - There’s not a way to do this natively in Pipedrive, though it could be accomplished if you’re using a 3rd party tool like Zapier. Your next best option with Pipedrive’s WF Automation only would be using activities. You could do something like:

    • Have an “Intro Call” activity w/ instructions for you to send the follow up email
    • Then, X # of days after the “Intro Call” activity is marked as done, if, for example, the deal stage is still “Intro Call” then create the activity “Intro Call Follow Up” for you to send the email.

    Take a look at this video for an example of how the automation could work - https://youtu.be/UzKisCoFGeI

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

    - Liz

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

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