How to add an email reminding me to do an activity

Rafael Vianna
Rafael Vianna Member Posts: 6 VERIFIED MEMBER
First Comment
edited June 20 in Sales CRM #1

Hello everyone. Is there a way for pipedrive to e-mail you automatically when you have a task that is due?

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Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #2

    Hi @Rafael Vianna,

    Absolutely, Pipedrive offers automated email functionality! You can set up automations with date triggers, allowing you to send emails before specific dates or a set number of days before an assigned date. This is a great way to send timely reminders.

    Let me know if you'd like to explore how to set up automations in Pipedrive, or if you have any other questions.

    Best regards,

    Oka Lesmana | www.astersense.com

  • Rafael Vianna
    Rafael Vianna Member Posts: 6 VERIFIED MEMBER
    First Comment
    #3

    I was asking if, for example, a task that you created is due (ex: I was supposed to email a person today), there is a way so that I receieve an email saying "hey, you need to do this today"

  • Oka Lesmana
    Oka Lesmana Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #4

    @Rafael Vianna Yes, Pipedrive allows you to set up a workflow with a trigger based on the due date. You can configure it to trigger 1 day after, or at any interval you prefer, and add an additional condition that the task status is open. Then, you can set the action to send you an email.

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