Pipedrive Automation Help Needed

Job ID: 36509170

Budget: $30 – $250 USD

I need a Pipedrive Automation specialist to help set up a system for us. We need deal stages to change based on time limits before the deal close date. ie. Stage changes 120 days before deal close date.

Also, mail templates with dynamic fields to be sent on pre-determined time goals ie. Mail 1 (180 days before deal close date), Mail 2 (90 days before deal close date), Mail 3 (30 days before deal close date). The content of the emails will be provided.
Related categories: Software Architecture CRM Automation Zapier