Pipedrive + Schedule by Zapier
Create Pipedrive activities every month
There are processes you do on a monthly basis that deserve tracking in your CRM. Maybe it's a catch-up meeting, or emailing out the department reports. Whatever it is, this Zap will save you effort. Set it up so that, every month, we'll automatically create the same activity on Pipedrive for you, handling your regular chores so you can stay efficient.
There are processes you do on a monthly basis that deserve tracking in your CRM. Maybe it's a catch-up meeting, or emailing out the department reports. Whatever it is, this Zap will save you effort. Set it up so that, every month, we'll automatically create the same activity on Pipedrive for you, handling your regular chores so you can stay efficient.
- When this happens...Every Month
Triggers every month, on the day(s) selected.
- automatically do this!Create Activity
Creates a new activity.
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