Email rotten deals

Paul_72692
Paul_72692 Member Posts: 3
edited July 2022 in Workflow Automation #1

Is there a way to set up an automated email to send the customer chasing it up. For example, a deal hits 14 days and becomes rotten an email through Pipedrive or a plugin then email the customers asking if this deal is still active or for an update.

 

 

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  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited March 2022 #2

    Hi Paul! 

    If you are using our Rotting feature, then it is possible with Zapier. Zapier is able to be triggered by a filter from Pipedrive, so you can use the Rotten Deals filter and trigger sending out an email. However this also means that the deal can't have any other changes to it (activities added, data changes etc). 

  • Arthur_70084
    Arthur_70084 Member Posts: 72
    First Comment
    edited March 2022 #3

    Hey @Paul 

    Personally I would recommend you to use Integromat which better and less expensive than Zapier.

    By the way I'm a French automation specialist and integromat expert so if you need some help to set up a workflow feel free to contact me :)

    You can reach me there : https://calendly.com/soustellepro/free-30-minute-audit-and-consultation?month=2022-03

    Arthur

  • Paul_72692
    Paul_72692 Member Posts: 3
    edited March 2022 #4
    Arthur said:

    Hey @Paul 

    Personally I would recommend you to use Integromat which better and less expensive than Zapier.

    By the way I'm a French automation specialist and integromat expert so if you need some help to set up a workflow feel free to contact me :)

    You can reach me there : https://calendly.com/soustellepro/free-30-minute-audit-and-consultation?month=2022-03

    Arthur

    Thank Arthur, I'll give it a look

  • Paul_72692
    Paul_72692 Member Posts: 3
    edited March 2022 #5
    Kreete K said:

    Hi Paul! 

    If you are using our Rotting feature, then it is possible with Zapier. Zapier is able to be triggered by a filter from Pipedrive, so you can use the Rotten Deals filter and trigger sending out an email. However this also means that the deal can't have any other changes to it (activities added, data changes etc). 

    Thanks Kreete

  • themetz
    themetz Member Posts: 3
    Combo Breaker First Comment Photogenic First Anniversary
    #6

    Zapier's service has gone way down in quality, much like Pipedrive's, in the last 3 years. Definitely encourage Make.com.

  • Jacob Bank
    Jacob Bank Member Posts: 17
    First Comment Name Dropper Photogenic
    #7

    You can definitely set this up in Relay.app (an alternative to Zapier and Make) with this as a starting point: https://www.relay.app/apps/pipedrive/integrations/gmail. You would start with a trigger of when a deal stage is reached, add a "wait" step for 14 days, add a "get data" step to see if any activity has happened, then send an email if it hasn't.

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