Automating Emails to go out at a future date

Cricky
Cricky Member Posts: 1 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Hello fellow Pipedrive users!

I am looking for a way to automate emails to be sent on a specific date in the future.  I will set an activity reminder to send out an email on Monday for example.  I will also include the text that I want to go out in that reminder.  I want to find a way to have this automatically sent out rather than just reminding me to email the client.

Does anyone have any ideas on how I can make this happen?

Any suggestions would be greatly appreciated.

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,306 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    edited July 2021 #2

    Hi @Cricky , that is not yet available I'm afraid but our team is already looking into making something like that possible in Pipedrive  :)

    In the meantime I recommend:

    • Following What's Planned to learn about what we're currently working on 🔎
    • Following What’s New for new release announcements and updates 📢

    🛠Feel free to join Research and Beta Testing for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠

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