1.Monitor new chaser events
Integrate Google Calendar and scheduling tools to capture event start details and map event descriptions to a deal reference.
Create follow-up chaser activity and schedule next reminder
Automatically monitor new calendar events across Google Calendar. Create and update follow-up activities when chaser events start, deal references appear, or event descriptions include contextβso you can log CRM activities, send timely replies, and schedule next reminders without manual follow-up tracking.
How this automation creates follow-up activities and schedules reminders
When a chaser event is added to a calendar, delays can break deal momentum. This automation captures event details and finds the right deal and message, updates the prior activity, and creates the next activity and calendar reminderβso your team can keep the next action tied to every deal.
Google Calendaror swap with your favorite app
2.Find matching deal record
Integrate Pipedrive and CRM lookup tools to search by deal reference and map owner, contact email, and deal id.
Pipedriveor swap with your favorite app
3.Find matching message thread
Integrate Gmail and email threading tools to search by contact email and calendar thread identifiers.
Gmailor swap with your favorite app
4.Reply using the right template
Integrate Gmail and reply automation tools to send a conditional reply that matches the detected message thread.
5.Update prior chaser activity
Integrate Pipedrive and CRM activity tools to mark the prior chaser activity done after a reply is sent.
6.Create next chaser activity
Integrate Pipedrive and Google Calendar to create the next activity, then create a detailed event linked to the deal.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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