1.Detect new matching chaser events
Integrate Google Calendar and calendar scheduling tools to detect matching chaser events and start activity logging.
When a matching chaser event hits your calendar, tasks can stall and reps lose momentum. This automation finds the related deal, searches and replies in the prospect thread, then updates activities and creates the next calendar reminderβso your team can keep next steps on schedule.
Integrate Google Calendar and calendar scheduling tools to detect matching chaser events and start activity logging.
Integrate Pipedrive and CRM lookups to find the related deal and map deal and owner fields to the event.
Integrate Gmail and email threading tools to search for the prospect thread using the mapped contact email.
Integrate Gmail and email automation tools to send a templated reply that confirms availability or delivers the next offer.
Integrate Pipedrive and activity tracking tools to mark the chaser activity done and create the next due activity.
Integrate Google Calendar and calendar reminders to create a detailed event with the new activity subject and due time.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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