I am setting up a workflow where when you add a contact, an activity is created for the next day to update a contact label to then send an email via template out automatically. It works perfectly. The only thing I would ask for is automated email sending based on time and day integrated in the workflow, but I understand this is being released VERY shortly. Is there an ETA on that?
Here's my request. Right now there are 32 options for Activity Creation Due Dates including in 1 day, 2 days, 3 days, 1 week and so on. I need to create workflows that go beyond 7 days but give me the ability to control day by day granular. 1 week, 2 weeks won't help. I need 12 days, 18 days, 42 days. In a perfect world I need up to 90 days to create my entire workflow with a single automation.
The way it works now, I can't space out touches to my prospects more than 7 days because if I choose 7 days, 1 week or 2 weeks, it's the same day each week for the touch. Maybe that person is busy on Tuesdays. Maybe every Wednesday they leave early. It kills the randomness of my touches which I need. In addition is would be great if you had a rule that only allowed for certain activity types like emails on Tuesday - Thursday only since Friday is really a dead day for opens.
Thanks for reading, eagerly awaiting your feedback. BTW, PipeDrive is GREAT!
Shivam Singh Posts: 6edited July 2020 #2
Sounds like a perfect example of a recurring event,
I would like to recommend Zapier or Integromat (whatever you prefer) and with that Google Calendar.
We solved several recurring related problems before
Let's discuss in detail: https://saaszone.co/0
Mike van der Valk Posts: 4,052edited July 2020 #3
Thanks for sharing your detailed input @Michael Bottone I've added a tag to your posts which passes on your suggestion to our team. Regarding date/time triggers, we are indeed working on it, but it's a complex update. There's no exact eta, but I wouldn't say VERY soon, but the aim is definitely in the next few months to roll it out.
Regarding your other input, I've made the team aware thanks again for sharing.0
Elise Brown Posts: 11edited February 2022 #4
We are able to pin a note to the top of a customer record in the desktop view, but that pinned note does not appear in the mobile app view. Why not? If a note needs to be at the top of a record, this should carry over to other viewing platforms. Are you able to incorporate the pinning feature in mobile app? Thanks0
Mike van der Valk Posts: 4,052edited August 2020 #5Elise Brown said:
We are able to pin a note to the top of a customer record in the desktop view, but that pinned note does not appear in the mobile app view. Why not? If a note needs to be at the top of a record, this should carry over to other viewing platforms. Are you able to incorporate the pinning feature in mobile app? Thanks
@Elise Brown I just checked with our mobile team, they are aware of it but there are no immediate plans. Hopefully this nudge will help them prioritise this, thanks for sharing.0