automated an email

Can i organise an automatisation that send an email every year for a birthday? i explain, when i add a customer in my contact, i also add is birthday date. From that point when i add the date, is it possible to have an automatic email send for that precise date every year? 

Thanks

- Phil

Comments

  • Kreete K
    Kreete K Moderator Posts: 232 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited July 19 #2

    Hi Philippe! 

    In this case, Pipedrive Workflow Automations are only triggered by an action (an addition, update etc). However, Zapier.com can also use Pipedrive filters as triggers and can use a filter like the Birthday field is today and automate an email using that. 

  • Lucas MAGNE
    Lucas MAGNE Posts: 106 ELITE SOLUTION PROVIDER
    100 Comments 25 Likes First Anniversary 5 Up Votes
    edited July 19 #3

    Hi Philippe,

    As explained by Kreete, it's not possible with Pipedrive but with Zapier yes ! 
    Do not hesitate to send a message in order to do the automation together ! 
    Cheers 👋

  • Philippe limoges Ratté
    edited July 19 #4
    Kreete K said:

    Hi Philippe! 

    In this case, Pipedrive Workflow Automations are only triggered by an action (an addition, update etc). However, Zapier.com can also use Pipedrive filters as triggers and can use a filter like the Birthday field is today and automate an email using that. 

    Thanks for your help Kreete!

  • Philippe limoges Ratté
    edited July 19 #5

    Hi Philippe,

    As explained by Kreete, it's not possible with Pipedrive but with Zapier yes ! 
    Do not hesitate to send a message in order to do the automation together ! 
    Cheers 👋

    Thanks for taking the time Lucas! Have a great day.