Workflow automation

Pierre Donvez
Pierre Donvez Member Posts: 3 VERIFIED MEMBER
edited April 24 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!

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited February 2022 #2

    First one is doable using Pipedrive automation.

    The second one would need Zapier.

  • Pierre Donvez
    Pierre Donvez Member Posts: 3 VERIFIED MEMBER
    edited February 2022 #3
    Amit Sarda said:

    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 Member Posts: 72 VERIFIED MEMBER
    10 Comments
    edited February 2022 #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 : Soustellepro@gmail.com

    Have a great day,

    Arthur

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