Sales automations
See the whole pipeline before the Monday meeting
Reads your Pipedrive deals every Monday and emails you a read on where the pipeline stands, by stage.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get the deals on the board
- 2Work out where the pipeline actually stands
- 3Email it before the meeting starts
When it runs
Every Monday at 8am. You can change the schedule in plain words after you start it.
What it needs
PipedriveGmailConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
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