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Set delays in your automated workflows with the delay step feature

Workflow Automation Delay step feature

Users on the Advanced, Professional and Enterprise Pipedrive plans with access to Automations can now set delays in their workflows to separate steps over time.

When using automations, there are times when you’ll want to have an automated step performed at a later time or date, as opposed to being performed immediately.

You can set either custom or predetermined delay steps:

  • Custom delay steps enable you to set a delay for a number of minutes, hours days or weeks, up to a total of 30 days per workflow

  • Predetermined delay steps give you options live “1 day”, “8 hours” and “next Saturday”

You are also able to skip weekends with your custom delay steps.

For example, you may want a Slack notification to be sent to a team member a day after a new deal has been allocated to them, so that they don’t immediately contact the customer.

Alternatively, you may want to have scheduled activities, such as discovery calls, appear in your calendar on a specific day, if you find that it’s the best day to get in touch with your prospects.

Advanced users can add three delays to each of their workflows, while Professional and Enterprise users are able to add ten. All users can have delays of up to 30 days in each workflow – meaning they could have one of 30 days, or three of 10 days each, for example.

Advanced

3 delays per workflow

Professional

10 delays per workflow

Enterprise

10 delays per workflow


Find out more about the functionality of delay steps in our Knowledge Base article.


If you’re new to Pipedrive and you want to start creating automated workflows, you can try Pipedrive free for 14 days.

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