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Asked a question 2 months ago

How can I set up a birthday reminder ? I tried with Zapier, but still can't do it. The problem is mostly the year

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Is it possibile to create a "person" + "organization", link them togheter, from an elementor form? i'm trying to do it, ... limititation from pipedrive or zapier.

Who thinks that "Mark activity as Done if the client has responded" feature is useful. Please upvote. We tried to ... and many other CRMs have this feature.

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).

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!

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.

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}

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Asked a question 2 months ago

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