Time-based email automation

Richard Hoffmann
Richard Hoffmann Member Posts: 5
5 Up Votes First Comment
edited July 2022 in Apps and Integrations #1

Hi Team, 

Hope you're all safe. 

 

I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2.

 

Is this already working and I just don't know how? Is this in dev? or only on the roadmap?

 

Thanks for sharing your thoughts as usual :)

Richard

Comments

  • Richard Hoffmann
    Richard Hoffmann Member Posts: 5
    5 Up Votes First Comment
    edited February 2022 #2

    @Inês Batata  Thanks for your thoughts on this!

     

    Best,
    Richard

  • Paolo Puppoli
    Paolo Puppoli Member Posts: 1
    edited October 2020 #3

    Hi Richard,  same for me. Did you get a response?

  • Marcelo Silva
    Marcelo Silva Member Posts: 243
    First Anniversary First Comment Photogenic
    edited December 2020 #4

    Ainda não funciona assim.

    Eu recomendo que você utilize o Lemlist integrado ao Pipedrive ou o Mailigem.

    Eu fiz algumas automações usando Zapier e os filtros do Pipedrive mas é muito inconstante. 

  • Inês Batata
    Inês Batata Posts: 2,077 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited November 2020 #5

    @Inês Batata  Thanks for your thoughts on this!

     

    Best,
    Richard

    Hi @Richard Hoffmann and @Paolo Puppoli !

    Apologies for the delay in my response, somehow the notification slipped by.

    At the moment our Automations don't do that type of time-dependent triggering, but we've just released triggering with date fields, check it out here.

    There may be more interesting additions to automations in the future, keep your eyes peeled. here’s how to stay on top of what’s coming down the line: