Hi @Ellias Appel
Unfortunately, the workflow automation can't yet schedule emails in the future. But perhaps you've seen that Pipedrive acquired Mailigen last March. @Gints Branks and @Janis Geranins can give you some information on how to trial Mailigen for free and set up campaigns with Pipedrive and Mailigen synced.
Hello @Ellias Appel
Mailigen's automation has a date trigger (email sent on birthday for example).
Step by step instruction on how to set it up is here.
You can sign up for a free 30 day trial account and fully test out the system here.
A full integration with Pipedrive is coming at the end of May. Current integration is in beta version and still has some minor bugs, but is usable.
Hope this helps, let me know if you have questions.
Hey @Ellias Appel ,
Have you considered using an email automation tool for this purpose? If so, I'd suggest you use Klenty. It is a complete email automation tool that can help sales teams send personalized emails and automated follow-ups at scale. It has tight integration with Pipedrive.
When you’re a Klenty+Pipedrive user, you should be able to auto import contacts to Klenty based on the filters set up in Pipedrive and start the email campaigns automatically. Using Klenty’s ‘Triggers and Actions’, you can easily sync your email engagement data like opens, clicks, and replies back to Pipedrive.
Do check out Klenty in the marketplace and read our user reviews:
https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462Hope this helps you