Workflow automation

Pierre Donvez
Pierre Donvez Posts: 3
edited July 18 in Workflow Automation #1

Looking for the functionality that'd allow emailing a deal contact automatically as the deal moves to a different stage of the funnel. Each stage would need a different email template.

I am also looking to automate deals to move-on to the next stage if the deal has been sitting in its current stage for more than a defined number of days. 

Your help is much appreciated!

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited February 25 #2

    First one is doable using Pipedrive automation.

    The second one would need Zapier.

  • Pierre Donvez
    Pierre Donvez Posts: 3
    edited February 9 #3

    First one is doable using Pipedrive automation.

    The second one would need Zapier.

    Many thanks, Amit, for your reply. 

    This would be an effective workaround but rather inefficient, considering that I could do both using dedicated tools such as Lemlist or Klenty. Although I see those as a massive overkill for my rather simple needs.

    However, using these tools rather than PD workflow automation + zapier would allow me to downgrade to PD basic subscription and save Zapier.

    I'm interested to see if I can find a solution using PD only.

  • Arthur_70084
    Arthur_70084 Posts: 74
    edited February 10 #4

    Hey @Pierre Donvez 

    I'm used to playing with Pipedrive automation, but I'm also an Integromat specialist. Integromat help to automate my business. 

    I would love to help you :) 

    If you want you email me at : [email protected]

    Have a great day,

    Arthur