Be able to send automatization emails to the guests of an activity meeting you created. For example

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  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Michele Van Daele 

    It is already possible to send activity invites: https://support.pipedrive.com/hc/en-us/articles/115005286065-Activity-Invites

    You can also use our workflow automation to automatically send some emails when you create an activity or update one for example. 

    Unfortunately this doesn't include multiple automated emails leading up to a meeting but you can create those one off triggered emails.

  • Joseph Valenti
    Joseph Valenti Posts: 76
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    edited February 24 #3

    Hi @Michele Van Daele . I am a humble Pipedrive partner, not a member of the Development team... but I can say with some confidence that Pipedrive is working on "date based triggers". Sometime in 2020, we hope, you'll be able to create an automation that looks at the date of an activity and which sends one/several emails (or other action) both before and after that activity. I am also really looking forward to it!

  • Michele Van Daele
    edited July 2020 #4

    Hi @Michele Van Daele 

    It is already possible to send activity invites: https://support.pipedrive.com/hc/en-us/articles/115005286065-Activity-Invites

    You can also use our workflow automation to automatically send some emails when you create an activity or update one for example. 

    Unfortunately this doesn't include multiple automated emails leading up to a meeting but you can create those one off triggered emails.

    Hi Mike!

    Thank you this is indeed possible but it would be nice to be able to send reminders as well since apparently a lot of people do forget their meetings :D.

    How do you create those off triggered emails for that to the guests?

  • Michele Van Daele
    edited July 2020 #5

    Hi @Michele Van Daele . I am a humble Pipedrive partner, not a member of the Development team... but I can say with some confidence that Pipedrive is working on "date based triggers". Sometime in 2020, we hope, you'll be able to create an automation that looks at the date of an activity and which sends one/several emails (or other action) both before and after that activity. I am also really looking forward to it!

    Hi Joseph,

    Thanks for this information! I am looking forward to this :D

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2020 #6

    Hi @Michele Van Daele 

    It is already possible to send activity invites: https://support.pipedrive.com/hc/en-us/articles/115005286065-Activity-Invites

    You can also use our workflow automation to automatically send some emails when you create an activity or update one for example. 

    Unfortunately this doesn't include multiple automated emails leading up to a meeting but you can create those one off triggered emails.

    Unfortunately that's not possible right now but as @Joseph Valenti mentioned below something is cooking! 

  • Michael Hollander
    edited June 2021 #7

    Hi @Michele Van Daele . I am a humble Pipedrive partner, not a member of the Development team... but I can say with some confidence that Pipedrive is working on "date based triggers". Sometime in 2020, we hope, you'll be able to create an automation that looks at the date of an activity and which sends one/several emails (or other action) both before and after that activity. I am also really looking forward to it!

    Has this been created yet?