All workflows
Friday email of quiet Pipedrive deals for each rep
Every Friday, emails each rep a table of their open Pipedrive deals nobody has touched in 14 days.
Every Friday at 09:002 apps2 steps
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1PipedriveList dealsFinds open deals idle for 14 days or more, with each owner's email.
For each
rep_deals- 2GmailSendEmails the rep.
- 2
How it works
What happens on each run, in plain English.
Deals go cold when nobody is looking. Every Friday this finds the open Pipedrive deals that haven't been touched in two weeks and emails each rep a table of theirs.
Reps with no quiet deals get no email.
pipedrivegmailweeklydeals
You may also be interested in
Thank customers after a customer callAfter a calendar event titled 'Customer call' ends, emails each guest from outside your company a thank-you.
Sort website form messages into sales, support and spamAn AI reads each form message: sales enquiries go to HubSpot and Slack, support requests to your support team, spam is ignored.
Set up a folder and tell customer success for each won dealWhen a HubSpot deal is closed won, creates a Drive folder for the customer and emails customer success.
Answer demo requests from ActiveCampaignWhen a contact is tagged 'Demo requested' in ActiveCampaign, alerts sales in Slack and emails them your booking link.Start from a workflow that already works.
Add "Friday email of quiet Pipedrive deals for each rep" to your workspace, connect its apps, and make it yours.
Free plan, no credit card