Workflow automation Deal status closed and won
Laurens Kuiper
Member Posts: 1
Hi!
We have a long production time after we have won a deal. So I would like to add a mail automation when a deal is closed and won.
What I would like to do is sent out an automatic mail after 45 days when the deal status is set to WON. This is a final "you can still change something to your order mail". I only see the option to send out a mail directly after the deal status is changed.
Is this possible? Or maybe do you have any other tips/tricks?
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Comments
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Use Delay step in Zapier.
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You can also request access to the delay option in Pipedrive automation. It's in beta.
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