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Workflow AutomationContacts TimelineNotificationsActivitiesSales Assistant

Asked a question 2 years ago

How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?

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Contacts Timeline - We most often create a filter set to take advantage of contacting a group of people on regular ... to contact people in that group again?

is it possible to set an activity to be triggered x days before a date created in custom fields? an example would be I ... all purchases. this would be amazing!

I make handwritten meeting notes on my iPad, with my apple pencil. Is there anybody who found an easy way to add handwritten notes to a contacts timeline or a deal timeline?

I'm trying to set up a work flow that when a lead is created by one person, it will send out an email from a template, ... set the follow ups to the new owner}

Good morning everyone, I am getting to grips with the automation function in Pipedrive and have set up an auto email ... in advance for your help! Richard.

We have customers who buy products/services which are current for six month, one year etc. How to deal with follow up by ... a e-mail sent out three weeks before).

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