How to create a to do at 365 days minus 7 of a deal close date?

Patrick Allmond
Patrick Allmond Posts: 7
edited May 29 in Sales CRM #1

Is it possible to have a to do auto generate based on X number of days before a date? Like if you close a deal and you want to set a to do a year in the future (minus 7 days) so you can reach out to them right before their close anniversary date?

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited January 2021 #2

    Not that I can figure out. here is an automation to create an activity 1 year out. I then tried to make a seperate automation that would send an email X days prior off an activity due date and that did not appear to be an option. Within pipedrive at least. There may be a 3rd party add on. 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited January 2021 #3

    Hi @Patrick Allmond 

    I'll pass this on to our team. Right now you'd need to use Zapier or other automation tools to set this up in one automation.

    One workaround I can think of is to have an automation create a follow up activity in 11 months which is an option in Pipedrive. Then create a second workflow that will be triggered based on that new activity and then set to "edit" the new activity and add another 3 weeks to the activity date... could work :)