Automation: No Activity created in the last 3 months by Deal - send email to Deal Owner

Marcelina Drozd
Marcelina Drozd Member Posts: 30 VERIFIED MEMBER
10 Comments 5 Likes First Anniversary Name Dropper
edited July 2022 in Ideas and Product Feedback #1

How can I set up an automation like in the title? Is there any workaround?

So in a Deal there has been no Activity created for some time and I want to be reminded to check on a Customer.

Would be also amazing if there was a trigger like that: "no activity in the last xx months/weeks/days (also no emails connected to the deal in the last months arrived) 

Thanks!

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  • Edie Mew
    Edie Mew Member Posts: 169 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    edited April 2022 #2

    Hey @Marcelina Drozd  this is a great idea for keeping on top of Deals. Sadly there would need to be a trigger of some sort for an Automation to be executed. 

    My first thought was to create an Activity Filter (see image below) then use this filter as a Condition in the Automation workflow. 

    image
    Activity Filter
  • Edie Mew
    Edie Mew Member Posts: 169 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    edited April 2022 #3
    Edie Mew said:

    Hey @Marcelina Drozd  this is a great idea for keeping on top of Deals. Sadly there would need to be a trigger of some sort for an Automation to be executed. 

    My first thought was to create an Activity Filter (see image below) then use this filter as a Condition in the Automation workflow. 

    image
    Activity Filter

    You may find this filter works for now, slightly more manual but at least if theres a long list to manage - you can bulk edit & add activity to review the Deal etc

  • Marcelina Drozd
    Marcelina Drozd Member Posts: 30 VERIFIED MEMBER
    10 Comments 5 Likes First Anniversary Name Dropper
    edited April 2022 #4
    Edie Mew said:

    Hey @Marcelina Drozd  this is a great idea for keeping on top of Deals. Sadly there would need to be a trigger of some sort for an Automation to be executed. 

    My first thought was to create an Activity Filter (see image below) then use this filter as a Condition in the Automation workflow. 

    image
    Activity Filter

    Thanks Edie! I just created that filter + trigger and will test it if that works for us :))

  • Marcelo Silva
    Marcelo Silva Member Posts: 223 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Photogenic
    edited April 2022 #5
    Edie Mew said:

    Hey @Marcelina Drozd  this is a great idea for keeping on top of Deals. Sadly there would need to be a trigger of some sort for an Automation to be executed. 

    My first thought was to create an Activity Filter (see image below) then use this filter as a Condition in the Automation workflow. 

    image
    Activity Filter

     

    Use this filter in Integromat/Make

     

    Watch Deal trigger, use the filter on it.

     

    And let it run every day in the morning.

     

    At the other end, you can send an email, a notification in slack, create a task for the manager in Pipedrive.

     

    More Low Code filters, it's simple to use and powerful too

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