Feature Request

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!

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  • Shivam Singh
    Shivam Singh Posts: 6
    edited July 2020 #2

    Hi

    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/

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited 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.

  • Elise Brown
    Elise Brown Posts: 8
    Second Anniversary First Comment Photogenic
    edited February 24 #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? Thanks

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited August 2020 #5

    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.