Hi All! I'm trying to create an automated workflow where I send out an email after 2 days ONLY if th
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What is your Quote app?0
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You need to make sure you have a process where pipedrive updates the status of the prosed quote.
Once you have this - then you can create the automation in Pipedrive.
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Hey @Blayre Scorzetti! We are currently working to make this possible (currently it is not) in the next months.
In parallel, we are revamping the user interface too, so, if you are interested to test it out, join this channel and book a time: https://community.pipedrive.com/post/5e87682fe4adb466487d2032
If you have any trouble booking let me know ; )
https://community.pipedrive.com/user/blayre0 -
Hi Blayre @Blayre Scorzetti
Currently that task you want to automate is difficult just using Pipedrive. I would suggest you to use an email automation tool like Klenty with it.
Klenty lets you send automated follow-ups after certain days if your prospect or client hasn’t responded to your emails.
With Klenty+Pipedrive integration, you can completely automate reaching out to your Pipedrive contacts. Klenty automatically imports pipedrive contacts and runs email campaigns to them and you can also record the prospect email engagement data back in Pipedrive CRM automatically.
If you are interested to check Klenty, you can check it out on the Pipedrive marketplace : https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462
https://community.pipedrive.com/user/blayre0 -
@Blayre Scorzetti Were you able to solve your problem? If not.
Your scenario can easily be automate using Outplay. Just to give you a glimpse, all you have to do is push a button.
Automate email after not receiving a reply We are deeply integrated with Pipedrive and free to use for 14 days.
https://community.pipedrive.com/user/blayre 0
