Weekly Reports with Zappier

Matias Cousens
Matias Cousens Member Posts: 2
edited July 2022 in Apps and Integrations #1

Hi,

I wanted to know if it´s possible to make a Zap that sends a weekly report of the active deals in Pipedrive.

It would take the deals in a specific stage, and send an email with all of their information.

Is this possible?

Thank you,

Matias.

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited June 2022 #2

    What information are you looking to see on the email? If your looking for statistics, its probably better to report on it through PD Insights. 

  • Matias Cousens
    Matias Cousens Member Posts: 2
    edited June 2022 #3
    Boris Tsibelman said:

    What information are you looking to see on the email? If your looking for statistics, its probably better to report on it through PD Insights. 

    Hi Boris, thank you for your answer.

    It would be just the basic information of the deal: name, client, description, etc.

    The goal is for the team to be aware of the active deals weekly.

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,365
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited June 2022 #4

    You can configure a filter in Pipedrive, probe for this filter in Make/Integromat, and configure the scenario to send an email with all the deals that match this filter.

     

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

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