Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful

Options
Martin_3329
Martin_3329 Member Posts: 4
First Comment
edited April 24 in Workflow Automation #1
Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful calls to a lead the lead is sent an email automatically saying "we've been trying to get in touch..." ? Thanks

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,532
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited March 2022 #2
    Options

    Pipedrive doesn't aggregate activities at a particular level, yet.

    As a workaround, you can create a new activity type, and at the 3rd failed attempt, create an activity with this new activity type.

    You can create an automation to send an email, and mark this activity as done, whenever this activity is created.

     

  • Bert Calatz
    Bert Calatz Member Posts: 60
    First Comment
    edited June 2022 #3
    Options

    Hi @Martin Pavion 

    Why wait? What we do is send an email immediately after an unanswered telephone call with the reason for calling and when we will call again. The conversion then flies up.

    https://community.pipedrive.com/user/martin_pavion
This discussion has been closed.