Triggering an activity from a date field

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MBrown
MBrown Member Posts: 45
First Anniversary Photogenic 5 Likes First Comment
edited April 10 in Workflow Automation #1

Hi All,

Hoping someone may be able to help me with this. Is there a way to trigger an activity by a date field?

e.g I have a date field for contract expiry under an organisation, and I would like to automatically create an activity to contact the client primary contact 3 months before that date.

We use to able to do this in Hubspot but I cannot work out how to do it in PD

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 153 PIPEDRIVE TEAM
    First Answer First Comment 5 Likes First Anniversary
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    Hi @MBrown,

    Unfortunately, this is a limitation with Pipedrive automations. While you can have an automation create an activity on the date in that custom field, our automations do not have the ability to calculate 3 months before that date to schedule the activity. I would be happy to pass along this feedback internally! Additionally, feel free to share this in the ideas and product feedback section on the Community so other users can upvote your suggestion!