Adding a follow-up reminder option to have pipedrive automatically remind you if a contact has not r
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response.
Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually create a task to remind myself to send a follow up email if this person does not get back to me by X time.
Close.io has a built in function where on the email itself you can toggle a button to send you a reminder if the person does not respond by a certain timeframe.
This would be a fantastic option on Pipedrive. Perhaps you guys could go beyond what Close does by having the ability to set the reminder as a default for all of your outgoing emails across your pipeline or within certain stages.
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This is a great suggestion. Copper has a similar feature, where the dashboard gives you notifications that point out that you sent an email 4 days ago from Gmail that has not been responded to. I would love to see this in PD. Specifically, would like to see it work even if emails are sent from Gmail or O365, not only only within PD.
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Hi @Carlos Ramirez and @Christian Ayala , thank you for your feedback and for sharing the workarounds you're currently using.
At the moment using integrations with external tools from our Marketplace is the best way to go, but keep your eyes peeled for news about our native Workflow Automation feature in the future. 😉 Regardless, I've still made sure your suggestions reached our team for consideration in future developments.
Check out these tips to stay on top of what’s coming down the line:
- Follow What's Planned to know what we're working on currently and what’s to come.
- Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features. 🚀
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Brand new customer here. Coming from Close (and previously Copper) this would be hugely helpful.
@Inês Batata I'm wondering if you could point me to a suggested workflow for this in the Marketplace? I wasn't able to figure something out that replicates Close.io functionality.
Thanks all!
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Marshall Moutenot said:
Brand new customer here. Coming from Close (and previously Copper) this would be hugely helpful.
@Inês Batata I'm wondering if you could point me to a suggested workflow for this in the Marketplace? I wasn't able to figure something out that replicates Close.io functionality.
Thanks all!
Hi @Marshall Moutenot , we're happy to have you aboard and here in the Community!
My suggestion would be to take a look at the integration platforms available in our marketplace, as they allow you to operate outside the scope of our own native features. Off the top of my head I would try out Zapier or Integromat first, but take a look around and see what fits your needs the best.
And since you're new here, here are some pro Community tips:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
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Marshall Moutenot said:
Brand new customer here. Coming from Close (and previously Copper) this would be hugely helpful.
@Inês Batata I'm wondering if you could point me to a suggested workflow for this in the Marketplace? I wasn't able to figure something out that replicates Close.io functionality.
Thanks all!
Additionally, if you're looking to use these reminders for email campaigns I recommend you take a look at our sister product, Mailigen: it's a powerful email marketing and automation solution that allows you to create email sequences, drip campaigns, email marketing, SMS campaigns, among others.
With a native integration that syncs your contacts from Pipedrive, this is a powerful set of tools that bring Sales and Marketing teams together.
I can also tell you that in the coming months there might be interesting new features coming up in our Workflow Automations, so stay tuned. 😉
Sign up for a free trial here and learn more about it in the Support Knowledge Base.
https://pipedrive.hubs.vidyard.com/watch/SLgFmNi4R3GVEXiSQE4KMx0 -
+1 we need this feature
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