New: Automation date triggers ⏱️

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Manuel Oliveira
Manuel Oliveira Admin Posts: 1,136 COMMUNITY MANAGER
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edited 4:44PM in What's New #1

Happy Monday, Pipedrive community!

A new and highly expected feature is already being released: the ability to set up triggers based on specific dates.

What: You can automate tasks such as sending emails on your clients’ birthdays (the example shown above), sending email reminders for your upcoming meetings or scheduling a call a week before the expected close date of a deal.

For whom: Now rolling out to all companies on Advanced and higher plans.

You can learn all about setting up date-triggered automations from our knowledge base article here.

Comments

  • PipedriveExperts.com
    PipedriveExperts.com Member Posts: 16
    5 Likes First Comment Name Dropper Photogenic
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    Great news. Very welcome! Thank you!

  • BaptisteBCA
    BaptisteBCA Member Posts: 10
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    Wow, elle fait plaisir celle là

  • MBrown
    MBrown Member Posts: 48
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    edited June 4 #4
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    Oh come on guys, seriously!!!

    180 days maximum??

    We need to be able to set a trigger for months and years, so that we can set up reminders for product refreshes.

    Why do you tease us?

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 51
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    Hey @MBrown can you please elaborate? There might be a way to get this done.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,559
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    @MBrown - the date-based triggers may solve this problem for you.

  • CMB
    CMB Member Posts: 6
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    This is great! How would you repeat this to send every year on their birthday?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,136 COMMUNITY MANAGER
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    Hi @CMB you can refer to step 5 of the example shown above. In that example, the automation sends out a notification and will also update the ‘next birthday’ field to the same date the following year. This will ensure the automation runs again in one year for that contact.