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Customer Workspace Ideas Portal
Status Needs review
Categories Integrations
Created by Guest
Created on May 12, 2024

deep integration with Pipedrive Automations like Asana

Right now setting up and controling a drip sequence with Zapier is very tedious and lead to a very complex setup. It hard to maintain and adjust. Also, Zapier can get expensive when trigger on every call or text message. This would save me money too.

In Pipedrive, there is an way to build visually build automation flows in the native Pipedrive. I'd like to do things like:

1) when an activity is complete, send a text message to a lead
2) when deal is moved into a certain stage, for example long term follow up, then I want to send out various text messages every 30 days for the next 4 years.
3) when a lead sends a message, move the lead to a new stage.

I noticed that Hubspot and JustCall has
an integration like that I'm talking about: https://justcall.io/updates/drip-sms-campaigns/

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