Workflow automation Deal status closed and won
Laurens Kuiper Posts: 1
edited July 2022 in Workflow Automation #1
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?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228edited August 2021 #2
Use Delay step in Zapier.0
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228edited January 2022 #3
You can also request access to the delay option in Pipedrive automation. It's in beta.0