automated an email

Philippe limoges Ratté
Philippe limoges Ratté Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Workflow Automation #1

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

Tagged:

Answers

  • Kreete K
    Kreete K Pipedrive Team Posts: 354 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    edited July 2022 #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 Member Posts: 159 VERIFIED MEMBER
    Third Anniversary 100 Comments 25 Up Votes 25 Likes
    edited July 2022 #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
    Philippe limoges Ratté Member Posts: 3 VERIFIED MEMBER
    edited July 2022 #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
    Philippe limoges Ratté Member Posts: 3 VERIFIED MEMBER
    edited July 2022 #5
    Lucas MAGNE said:

    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.

  • Andrew Wong
    Andrew Wong Member Posts: 3 VERIFIED MEMBER
    Third Anniversary Name Dropper First Comment
    #6

    Hi all, I am also interested in this but not sure what triggers you need on zapier does anyone know how to set it up?

Categories