Use date as a trigger for automations
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Should be doable using Make/Integromat or Zapier.
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Hi there,
I was hoping to setup an Automation trigger that is based on the relativity to a Date field.
Example: I have a Deal with an Expected Close Date in 2 months, I would like to create a new Activity, assigned to Deal owner, to do something given that timing.
Use case: We use Deals to process renewals for our customers (annually, etc.) and would like to alert the team when a Renewal is approaching!
Thank you!
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@evan_aidi , within the Pipedrive automation tool, this is not possible. However, with the help of Zapier it is.
You will create a zap that will fire when a "deal matches a filter," and then, you can run whatever steps you need in Zapier. i.e create an activity and so on. I have used this to create a renewal process 30 days before the client's expiration date and it was beneficial.
Let me know if you have any questions.
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Hello @evan_aidi .
I happen to be a Pipedrive Partner.
Believe or not... this is a capability upon which we have been waiting for several years.
There is good news, however! Pipedrive have a technical team working to add this feature to automations in the coming months. Last I heard: "maybe in Jan 2024".
For anyone selling subscriptions, or another service (like mortgages) that require renewal, this capability is essential. I look forward to being able to "send email-template X, on the date that is Y-days prior to the expiration date"
I hope that provides some comfort. Let me know if you need any help with Pipedrive.
Joseph Valenti (joe @PipedriveExperts.com )
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Could you please consider to support time-type custom fields in automations as conditions. This is currently not the case. As an event company the starting time of an event is crucial. I would like to use changing the time of an event as a trigger. This is currently not possible.
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@EGartner I have found a way to make this work without having to wait.
For example, you can create a date field on the contact/deal for the Expiration/Renewal date. Then, you can run an automation based on a filter match.
So, if the date is in the next three months, create a renewal deal and kick off the renewal process. The critical aspect is to set up the expiration date on the deal.
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Close, but not quite. Your solution would still require the manual intervention of creating a renewal deal. We are hoping to have an automation create an activity task based on a date, so no manual input in the process needed.
Basically an automated process of a task being assigned ahead of time to review an account and reach out prior to a renewal date.
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Just to add to this, we are beta testing this functionality right now, so I'd expect it to be available soon..
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@EGartner I believe it's still closed beta for now - but hoping it'll be rolled out promptly
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Hi, Dan!
We are working on this possibility, it will be available on Q2 this year, will keep you posted, when that happens!
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I would like an automation to highlight when we set up a new Deal for a new or returning customer when that customer hasn't worked with us for a set period of time (say 6 months).
Trigger = When a new Deal is created.
Condition = where the new Deal primary contact has no other Deals linked to them created within the last 6 months then
Action = Create an activity to call them
I could then automate our client success team to contact new or returning clients for a discovery or catch up call.
Pipedrive say that it currently cant be done.
Would this be valuable for anyone else?
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We're looking to do something similar, Leo, and the upcoming date-triggered automation condition would/will be the missing piece for us.
Our objective is to enable customer success and inside sales (B2B) to reduce churn. So we'd base the creation of follow-up actions on some custom date fields, including:
- X Months from end of their current contract
- X days before/after the end of the season or fiscal/year
It sounds like the Pipedrive team is very close to having this feature in Beta so we aren't going the Make/Zapier route
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Hi everyone, we’ll have more details about date-triggered automations very soon; stay tuned!
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