Needs Native Birthday or Date Reminder

The system needs a native and easy to use birthday or date reminder tool. Sales management is as much about relationships of which a happy birthday goes a long way.  Also sales isn't only new sales but upsell opportunity and a b-day is an annual key touchpoint. We are inputting b-days into the system however we dont have a way to run birthday reports or get notifications without complicated work arounds.  

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  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited June 26 #2

    Hi @Sean D. Emory 

    Our Workflow Automation team hopes to deliver date based triggers later in the year. In this case a custom date fields can be used to trigger for example an email template being send out to the customer. So unfortunately it's not there yet (Zapier could be a solution now) but we hope to deliver it later in the year.

  • Jean-Philippe Auclair
    edited February 24 #3

    Hi @Mike van der Valk ! Did the Workflow Automation team had the chance to release the date based triggers ?

    Thanks !

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited October 2020 #4

    Hi @Mike van der Valk ! Did the Workflow Automation team had the chance to release the date based triggers ?

    Thanks !

    Not yet unfortunately @Jean-Philippe Auclair it's still in the plans but we're first working on workflow for our leads in Pipedrive.

  • Jean-Philippe Auclair
    edited June 26 #5

    Hi @Sean D. Emory 

    Our Workflow Automation team hopes to deliver date based triggers later in the year. In this case a custom date fields can be used to trigger for example an email template being send out to the customer. So unfortunately it's not there yet (Zapier could be a solution now) but we hope to deliver it later in the year.

    Hey @Mike van der Valk  ! Do you have any news for this topic ? Thanks

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited March 3 #6

    Hi @Sean D. Emory 

    Our Workflow Automation team hopes to deliver date based triggers later in the year. In this case a custom date fields can be used to trigger for example an email template being send out to the customer. So unfortunately it's not there yet (Zapier could be a solution now) but we hope to deliver it later in the year.

    Hi @Jean-Philippe Auclair 

    I'm very sorry to say the same thing again..
    It looks like some work got postponed or took longer than we originally scoped :( 

    So work is in progress to make this possible during this year. No exact ETA that I could get from the team though unfortunately.. but good news is that it's in the plans! 

  • Luke Szkudlarek
    Luke Szkudlarek Posts: 1
    edited January 28 #7

    Hi @Sean D. Emory 

    Our Workflow Automation team hopes to deliver date based triggers later in the year. In this case a custom date fields can be used to trigger for example an email template being send out to the customer. So unfortunately it's not there yet (Zapier could be a solution now) but we hope to deliver it later in the year.

    I also need this feature

  • Antonio_64149
    Antonio_64149 Posts: 3
    edited March 19 #8

    Hi @Sean D. Emory 

    Our Workflow Automation team hopes to deliver date based triggers later in the year. In this case a custom date fields can be used to trigger for example an email template being send out to the customer. So unfortunately it's not there yet (Zapier could be a solution now) but we hope to deliver it later in the year.

    this feature is FOUNDAMENTAL for a CRM c'mon!

  • Greg Selters
    Greg Selters Posts: 2
    edited April 27 #9

    Hi @Sean D. Emory 

    Our Workflow Automation team hopes to deliver date based triggers later in the year. In this case a custom date fields can be used to trigger for example an email template being send out to the customer. So unfortunately it's not there yet (Zapier could be a solution now) but we hope to deliver it later in the year.

    @Mike van der Valk any update on this feature?  I'm surprised this isn't a priority as birthdays, client anniversaries, and other reoccurring dates are huge hole in PD.

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited April 28 #10

    Hi @Sean D. Emory 

    Our Workflow Automation team hopes to deliver date based triggers later in the year. In this case a custom date fields can be used to trigger for example an email template being send out to the customer. So unfortunately it's not there yet (Zapier could be a solution now) but we hope to deliver it later in the year.

    Hi @Greg Selters no update yet unfortunately :( recurring activities is something we're currently working on so that might help you already. I will pass this specific request also to that team who's working on that to be sure.

  • Adam Springer_79509
    edited May 4 #11

    Yeah, this seems like such a basic thing that would be a made a priority.  Im in my trial currently, and this minor thing will likely prevent us from switching over.  Wouldnt it be as easy to make a "x days prior" as the deadline field on an automated workflow?

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 24 #12

    I built a birthday flow using Make/Integromat. 

    It requires two date fields: Date of Birth and Next Birthday.

    It requires 2 filters: 1 to update Next Birthday; 1 to see upcoming birthdays. 

    image
    Birthday flow in Make/Integromat

     

    If you have any other questions about this flow, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Pipedrive Consulting | WhatsApp | Email | Community

  • Sasha Bastani
    Sasha Bastani Posts: 4
    edited June 26 #13

    How can such an advanced CRM don't have recurring reminder solution...

  • Is there an update on this feature?

  • This should hopefully be addressed by the recurring activities feature with some developments in the Pipedrive Automation capabilities.