Hallo, kann ich in Pipedrive Termine eintragen, an denen automatisch Briefe erstellt werden, die Kun

Hallo, kann ich in Pipedrive Termine eintragen, an denen automatisch Briefe erstellt werden, die Kunden erhalten, wenn Ihre Immobilie zbsp. Jahrestag hat?

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 21 #2

    Hi @Maik Sterling !

    If I understood your question correctly, you'd like to send an automatic email to your customers when a certain anniversary happens, is that correct?

    You can use Automations to create actions for the future, but if what you're looking for is sending an automatic "Happy Birthday" email I suggest using an integration from our marketplace, like Zapier or Automate.io, for example. See your options here. 🚀