Automations based on the Date a previous Deal was created
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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?
Answers
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Can attempt to solve this using Make/Integromat.
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Hi @Leo while that is not possible in the exact steps you described for the deal without using an external tool, how about something like a filter for contacts that shows people whose last activities were over six months ago? You can also combine that with a contacts timeline view to see their deal history
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Thanks Manuel, that may be a workaround. Just to confirm you are suggesting an automation which uses a filter as the condition
Trigger = When a new Deal is created.
Condition = where the "deal primary contact" is not showing on a specific Filter (Filter = all people with whom correspondence has happened within the last 6 months)
Action = Create an activity to call them.
Would this work?
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