Automatic email cadence before meeting start (timed workflow)

Emil Chichioi
Emil Chichioi Member Posts: 3
edited July 2022 in Workflow Automation #1

We are struggling to install an automatic process for achieving the following:

Meetings are agreed and created, synced into google calendar.

We need to send an email reminder 24h and 1h before the meeting from within Pipedrive, since our external automation tool (integrately) does not support calendar event timing.

I know Pipedrive already tracks time internally, is there a way to create filters/activities based on "how much time is left until the meeting activity" ?

How can we achieve this? 

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Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited June 2022 #2

    Hi @Emil Chichioi!
    I understand you would like to send reminder emails to your clients from Pipedrive. Unfortunately we do not have the option for this at the moment. But this is good feedback and will be forwarded to the Product team for future improvements. Thank you for bringing this up!

  • Damyan Nikolov
    Damyan Nikolov Member Posts: 2
    First Comment Photogenic
    edited June 2022 #3
    Kreete K said:

    Hi @Emil Chichioi!
    I understand you would like to send reminder emails to your clients from Pipedrive. Unfortunately we do not have the option for this at the moment. But this is good feedback and will be forwarded to the Product team for future improvements. Thank you for bringing this up!

    What happened when you forwarded it to the product team? The feature is still not available?

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