I am looking for an automation option to send email sequences. I want several delayed email messages to be sent at a particular time in future, for example, several follow-ups to be made after a week, two weeks, month.
I'd recommend using a dedicated email program like Mailshake to setup the email sequences and then pull these into PD when a prospect replies.
Hi Dan, thanks for the reply and giving a possible solution. But I don't want to set up prospecting automation, the feature I'm looking for is more like delay sending in outlook: https://support.microsoft.com/en-us/office/delay-or-schedule-sending-email-messages-026af69f-c287-490a-a72f-6c65793744ba
This does not currently exist in Pipedrive directly.
Alternatively, you can use an external third party tool and integrate it with Pipedrive.
this is something we are interested in as well. We have some collateral we want to send to new accounts, think of them as onboarding documents. The only time we can "send" it seems is when we "win" the account. Would like to be able to send an email based off of "order date" or another custom item.
Any updates on this feature. I too am keen to send a sequence of emails in a drip feed to potential clients that have downloaded an e-book from my website.
Let me know!