Question

Constant text and email reminders...


Thank you guys for your support! :)

I'm looking for a solution that constantly gives me text and email notification reminders until I finally check off that completed task.

Example:  Did you follow-up with this person Daniel?  If I select "yes", then the task would be completed (discarded) and the reminder notifications would stop.  And if "No", then I would keep getting reminded each day (or in a couple of hours, depending on the level of priority)... until it's finished.

I also want to do this via my CRM which is Pipedrive - with the same concept.  "Did you follow-up with this person"?  etc...

Thank you so very much guys! <3 :)


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3 replies

Userlevel 7
Badge +14

Hi @dlove93 

Check out this video about how to create a looping Zap:

 

Userlevel 7
Badge +14

Hi @dlove93 

Also check out Activity Reminder Emails in Pipedrive: https://support.pipedrive.com/en/article/activity-reminder-emails

Hi @dlove93 

Check out this video about how to create a looping Zap:

 

Thank you so very much @Troy Tessalone !!!