Automated email once deal has been won (though there needs to be a delay)
I'm looking to set up an automation which will send a follow up email to users for a feedback call after say 30 days of the deal being marked as won on Pipedrive.
I can't find a way to add a time delay with the Workflow automations, can anyone let me know if this is possible?
Thanks
Comments
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There is a beta feature that Pipedrive is testing to achieve the delay.
Check out -- https://support.pipedrive.com/en/article/workflow-automations-delay-feature
Alternatively, you can achieve this with Zapier.
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The way we've done this is to create a zap using the zapier time delay + campaignmonitor (our email platform) that triggers an automated email that's time delayed ontrigger dealwon or deal moved to closed pipedrive stage.
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Boris Tsibelman said:
There is a beta feature that Pipedrive is testing to achieve the delay.
Check out -- https://support.pipedrive.com/en/article/workflow-automations-delay-feature
Alternatively, you can achieve this with Zapier.
You can also try Make/Integromat!
Sign up using the above link to get 10x the amount of free resources (10,000 free operations as compared to 1,000 free operations per month).
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