Automation for Stale Contacts?
I have certain contacts that I want to follow up with that will not have deals associated. I'd like to be able to automate the creation of an activity so that I am periodically tasked with following up with contacts. Can this automation be created?
If a specific example helps - I'm going to have contacts that have a Label (I think this is the best option?) of "Periodic Follow-up", and if that contact hasn't had any activity from me within 7 days then it automatically creates an activity for me to follow up with them.
Answers
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This can be completely automated using Make/Integromat, or partially automated using Pipedrive automation.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
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