Past Due Closing Date Notification

Manuel_71066
Manuel_71066 Member Posts: 3
First Comment Photogenic
edited July 2022 in Sales CRM #1

Is there a way to get an automatic notification either Teams or E-mail if an open deal is past due its stated closing date?

Comments

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

    Hi Manuel! 

    We do not have an automatic option for this occasion. I am thinking of a workaround with Zapier, where you create a filter for these deals (For example Deal expected closing day is yesterday + Deal status is Open) and use Zapier to trigger from this Deal filter and action as sending an email out.