workflow automation should send an email in 11 months

Davey S
Davey S Posts: 3

@Inês Batata 

Does anyone have know how to setup a automation when a deal is won a email should be sent out the deal contact in 11 months to follow up?

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 2021 #2

    You wouldn't be able to delay the email for 11 months with Pipedrive Automation.

     

    You can try setting this up in Zapier with a delay

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 25 #3

    Hi @Davey Seidenfeld !

    We're indeed working on that improvement, so what you are describing should be possible once that's live. Stay tuned and thanks for sharing and your patience. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • 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.

    If you're looking for a more complete email automation solution, our sister Mailigen is 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. 

    Sign up for a free trial here and learn more about it in the Support Knowledge Base.

    https://pipedrive.hubs.vidyard.com/watch/SLgFmNi4R3GVEXiSQE4KMx


     

  • Lea Weyermann
    Lea Weyermann Posts: 4
    edited October 2021 #4

    Hi @Inês Batata 

    Do you already have any updates here? We would also like to set automation where emails get sent out automatically 2 weeks after a specific activity is completed. Or would there be any workaround for this?

    Thank you in advance.

  • Janis Rozenblats
    Janis Rozenblats Posts: 197 PIPEDRIVE PRODUCT MANAGER
    100 Comments Second Anniversary Name Dropper Photogenic
    edited January 4 #5

    Hi @Davey Seidenfeld !

    We're indeed working on that improvement, so what you are describing should be possible once that's live. Stay tuned and thanks for sharing and your patience. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • 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.

    If you're looking for a more complete email automation solution, our sister Mailigen is 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. 

    Sign up for a free trial here and learn more about it in the Support Knowledge Base.

    https://pipedrive.hubs.vidyard.com/watch/SLgFmNi4R3GVEXiSQE4KMx


     

    Mailigen is closing down

    These past 12 years have been an amazing ride, for which I’m incredibly grateful. I started Mailigen with a vision to offer streamlined, no-fuss marketing automation software to businesses that increasingly relied on communication to reach new audiences.

    Following our merger of Mailigen with Pipedrive, established thanks to a shared vision, we started working on a native email marketing solution, Campaigns by Pipedrive. Our goal is to bring sales and marketing teams together under one roof for aligned business communication and improved revenue potential.

    It is now time for our team to focus on this new solution, which we believe our customers will find incredibly helpful.

    You can sign up for the Campaigns waitlist here. 

    As Campaigns is sharing the same data that you already have in Pipedrive, there is no need for syncing and the platform will be much easier to use going forward.

    Date-based automation with 11-month delays is not yet possible, but this functionality is on Campaigns roadmap.