You can set this up using Integromat1.
https://www.integromat.com/en/help/date-time-functions1
Look for the setYear function.
Workflow Automation- Hit "Follow" to always stay posted. ↗️
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- Discuss Workflow Automation, its benefits, tips and tricks to make the most of automated actions in Pipedrive.
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Hola, new user here - how would I set up WFA for multiple pipelines? Are the WFAs pipeline-agnostic or can I set up automations to only operate in some pipelines and not others? I'm thinking of emails triggered when person/deal moved from one pipeline stage to another, but these would have different email templates depending on the pipeline (same stages used in each pipeline tho).
cheers
Anna
Survey/Poll
ZapierWorkflow AutomationAutomationAutopilot
Is anyone using the Gmail add-on?
I saw many folks got confused about installing it!
It's a Google Workplace Marketplace app (NOT an extension), so it shows under "apps" in your Gmail.
I've just recorded this quick video overview of the integration. Hope you enjoy it!
