Email Automation

Mike Lamoreaux

I have the Pipedrive Automations Feature. Any ideas how I would create an automation as follows:

Deal has been sitting (or is recognized by the automation as sitting) without an activity assigned for one day, send an Email that asks if they want to assign an activity.

 

Tomi Suomela

Hey @Mike Lamoreaux ,

I couldn't find a way to do this directly using workflow automation.  

However, here's a workaround using Zapier (or Integromat or some other integration tool):
1. Create a deal filter for the deals you described. I used these criteria:
 

2. Create a Zap that sends an email to the user, when a deal matches this specified filter:
 

 

Does this make sense? I can help you further if you need more details.
Alternatively, you could use deal rotting to identify any inactive deals. Let me know if this helps!

Tomi

Amit Sarda - Pipedrive Consultant - AmitSarda.xyz

Tomi Suomela said:

Hey @Mike Lamoreaux ,

I couldn't find a way to do this directly using workflow automation.  

However, here's a workaround using Zapier (or Integromat or some other integration tool):
1. Create a deal filter for the deals you described. I used these criteria:
 

2. Create a Zap that sends an email to the user, when a deal matches this specified filter:
 

 

Does this make sense? I can help you further if you need more details.
Alternatively, you could use deal rotting to identify any inactive deals. Let me know if this helps!

Tomi

This is a beautiful solution, Tomi.

Carla_741

Love it!