Every Friday, emails each rep a table of their open Pipedrive deals nobody has touched in 14 days.
Uses
Gmail
Pipedrive
Friday email of quiet Pipedrive deals for each rep
Run every Friday at 09:00.Run every Friday at 09:00.Deals nobody has touched in 14 daysList deals. Save it as quiet_deals.Pipedrive
Quiet deals for each repGroup the items in quiet_deals.deals by owner_email and save it as deals_by_rep.
For each repFor each rep_deals in deals_by_rep:
Table of the rep's dealsMake a table of rep_deals.items Save it as deal_table.Email the repSend an email to rep_deals.key. Save it as email.
Subject: Your deals that have gone quietdeal_table.htmlGmail