Can I specify which types of follow-ups should be created?

Absolutely, you can tailor the follow-ups based on criteria such as lead priority, sales stage, or client type. Simply describe your criteria to DryMerge and it will set it up.

Can I customize the time for task generation?

Yes, you can set the tasks to generate at any time that fits your schedule. Just specify your preferred time, and DryMerge will configure it accordingly.

Who benefits from this automation?

Sales professionals utilize this automation to maintain consistent communication with leads and clients, ensuring they remain engaged and move through the sales funnel effectively.

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Pipedrive + Schedule by DryMerge

Schedule Daily Follow-Up Tasks in Pipedrive

This automation creates follow-up tasks in Pipedrive at 9 AM every weekday, ensuring important follow-ups don't fall through the cracks. Perfect for busy sales professionals who need a routine reminder to check in with leads and clients.

Daily 9 AM

Triggers at 9 AM every weekday

Create Follow-Up Tasks

Generates follow-up tasks for leads and clients in Pipedrive

See more Pipedrive to Schedule by DryMerge integrations or use AI to customize your automation.

or pick a common variation below

Schedule Weekly Pipedrive Lead Scoring Analysis

Pipedrive + Schedule by DryMerge

Schedule Quarterly Pipedrive CRM Audits

Pipedrive + Schedule by DryMerge

Schedule Weekly Pipedrive Sales Reports

Pipedrive + Schedule by DryMerge

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Schedule daily follow-up tasks in Pipedrive"

Schedule daily follow-up tasks in Pipedrive

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Pipedrive + Schedule by DryMerge.

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

Add Follower to Deal

Adds a follower to a deal in Pipedrive

Remove Follower from Deal

Removes a follower from a deal in Pipedrive

Create Lead

Creates a new lead in Pipedrive

Update Lead

Updates an existing lead in Pipedrive

Delete Lead

Deletes a lead in Pipedrive

Create Note

Creates a new note in Pipedrive

App details

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Schedule by DryMerge

Schedule and automate repetitive tasks and complex processes. Set up recurring automations, define triggers, and run actions on a predefined schedule.

Related apps

HubSpot

CRM Platform

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Sales CRM

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Web Search

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Lead Enrichment

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