The 5 Minute Pipedrive Email Automation Hack That Saves You Hours

Want a free 30-day Pipedrive Trial and free 1-hour working session? Sign up for a Pipedrive using this link: bit.ly/pdopsde...
By using that link you’ll get a 30-day Pipedrive extended trial and we’ll schedule a 1-hour consultation with you, all for FREE. Questions? Email us at [e-mail]
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --
Learning how to automate emails in Pipedrive is a game changer for your business.
In this video, I walk you through how to automatically send an email when a Deal is Won.
Once you’ve walked through this process, you’ll be able to adapt this tutorial to any email automation needs, for example:
when a Deal Stage changes
when a Deal Detail Field is updated
... and more!
What emails are you automating? Leave a comment below to share!
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- --
Need 1:1 help with Pipedrive?
Book a 30- or 60-minute session bit.ly/pipedri...
Book a comprehensive Strategy Session bit.ly/pd-work...
And don’t forget to click SUBSCRIBE to be notified as new content drops.
#Pipedrivepartner #Pipedrivetutorial #howtousePipedrive

[@ABU_BOKKUR]

Dear Peterson, I am analyzing your TH-cam channel and saw that your videos are great and very helpful. People are very fond of it. You have enough of the videos but your video is not getting views because of some problem with your Channel. If you want to I will help you to grow your channel. And I will share your channel issues report with you.

[@diegomartineztagle8652]

Thanks Liz.

[@opsdesigned]

You are so welcome!

[@jonathanfleming7981]

Great video. Great job

[@opsdesigned]

Glad you found it helpful, Jonathan!

[@diegomartineztagle8652]

Liz could you make a video how to link tables from zapier 2ways with pipedrive. I do not create content but I'm advanced user, I'd like to share with you a crazy automation.

[@opsdesigned]

Hi Diego - Zapier Tables works very similarly to a google sheet. I have a video about that here th-cam.com/video/zXaxAlyzKQ0/w-d-xo.html

[@dendog1231]

I have a question, What if I want to follow up every 90 days, pipedrive says 90 days is the max. Is that true?

[@opsdesigned]

Yes, Pipedrive has a max automation delay of 90-days. If it's "good enough," just select 88 or 89 days as the delay period. If you need delays that are longer, you can "hack" this by creating a couple of automations. For example: (1) Trigger -> 80 day delay -> Update Custom Detail Field to "Automation Trigger" (used only for automation purposes) (2) Custom Detail Field is updated to "Automation Trigger" -> 80 day delay -> send email