Need Help Setting up An Activity Workflow

Beth DeVries
Beth DeVries Posts: 6

I am needing help.

 

I want to create a workflow that sets up an activity each time I am adding a new person to my database. I tried to see if this was already answered in the help center but didn't find it. I have one workflow already set up that sends a welcome email to all ne contacts. But I can not get my activity one to trigger the scheduling of an activity. Can I get someone to show me how they would set up a workflow like this? 

 

Thanks! 

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #2

    Did you try the templates?

    image
  • Beth DeVries
    Beth DeVries Posts: 6
    edited February 25 #3

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

  • Beth DeVries
    Beth DeVries Posts: 6
    edited February 2021 #4

    Did you try the templates?

    image

    Perfection! Thank you! I seriously only have like 100 contacts in here so far. So really trying to make this my go to place for my business. Appreciate the reply with the screenshot. 

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 2021 #5

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

    Yep, You should be able to add the condition of being a certain label. 

  • Beth DeVries
    Beth DeVries Posts: 6
    edited February 2021 #6

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

    Yeah I found it! Now I want to figure out if I can do an automation that if I set up someone's bday to say 1/20 then it triggers an event to remind me on 1/13 to send a bday card. If you know if that is possible I am all ears for learning! 

     

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 2021 #7

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

    Not sure that ones possible from a custom person details field. 

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 2021 #8

    The best you can do is schedule an activity for the birthday.

    Else, you can use Zapier to schedule an activity that is one week before the birthday.

  • Armando Bruck
    Armando Bruck Posts: 15
    edited March 2021 #9

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

    In no fields, you are able to put formulas or calculations, the way I found was to export to excel make the calculation that I need, and import back.

  • Armando Bruck
    Armando Bruck Posts: 15
    edited March 2021 #10

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

    In no fields, you are able to put formulas or calculations, the way I found was to export to excel make the calculation that I need, and import back.

  • Armando Bruck
    Armando Bruck Posts: 15
    edited March 2021 #11

    The best you can do is schedule an activity for the birthday.

    Else, you can use Zapier to schedule an activity that is one week before the birthday.

    In no fields, you are able to put formulas or calculations, the way I found was to export to excel make the calculation that I need, and import back.

  • Armando Bruck
    Armando Bruck Posts: 15
    edited March 2021 #12

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

    In no fields, you are able to put formulas or calculations, the way I found was to export to excel make the calculation that I need, and import back.

  • Armando Bruck
    Armando Bruck Posts: 15
    edited March 2021 #13

    I did see that but I only want it to be people that I have labeled a certain label. I will try to go in there though to see if that is a field I can edit. Thank you. 

    In no fields, you are able to put formulas or calculations, the way I found was to export to excel make the calculation that I need, and import back.