Email rotten deals

Paul_72692
Paul_72692 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.

 

 

Comments

  • Kreete K
    Kreete K Moderator Posts: 294
    100 Comments 5 Answers Second Anniversary 5 Likes
    CUSTOMER SUPPORT
    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 Posts: 74
    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 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 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