Workflow automation Deal status closed and won
Laurens Kuiper
Member Posts: 1 VERIFIED MEMBER
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?
Tagged:
0
Comments
-
Use Delay step in Zapier.
0 -
You can also request access to the delay option in Pipedrive automation. It's in beta.
0
This discussion has been closed.