Post closing or post won work automation

Erica Vincelli
Erica Vincelli Member Posts: 3 PIPEDRIVE TEAM
edited July 2022 in Workflow Automation #1

In my line of work, I continue communication with the client after the closing date. Is there a way to automate tasks once the file has been won or after the close date ?

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT
    edited February 2022 #2

    Yes, this is easily doable via Pipedrive Automation Workflows.

    Trigger: Deal is Updated.

    Condition: Deal Status has changed, Deal Status is Won.

    Action: Create Activities.

  • Bert Calatz
    Bert Calatz Member Posts: 60
    First Comment
    PIPEDRIVE TEAM
    edited April 2022 #3

    Agree with Amit but I'm also curious

    If the purpose of the communication is to follow the project then make a filter of won projects and from there an do what you have te do. Like it's a project management tool.

    If the purpose of the communcation is to retarget te client for new sales I suggest then to create a new deal  and from there an do what you have te do.

  • Erica Vincelli
    Erica Vincelli Member Posts: 3 PIPEDRIVE TEAM
    edited April 2020 #4

    Yes, this is easily doable via Pipedrive Automation Workflows.

    Trigger: Deal is Updated.

    Condition: Deal Status has changed, Deal Status is Won.

    Action: Create Activities.

    This is very helpful - thank you.

     

  • Shannon Harness
    Shannon Harness Member Posts: 2
    First Anniversary
    PIPEDRIVE TEAM
    edited August 2020 #5

    With the automation tool you can also schedule an email to go out at a specific time after the deal has been won.  We also use the stages to automate specific emails throughout the project.