My company is relatively new to Pipedrive, coming from Salesforce. We were trying to make sure we keep in touch with key contacts on a regular basis, and are excited to use the Contacts Timeline feature. However, it doesn’t actually send you a notification when you need to contact someone…you need to manually visit the Contacts Timeline page.
I’m wondering if we could use the API to solve this somehow. Is there a way to see the “follow up” frequency set for each Person and compare that to the last activity, allowing us to send the user an email or another form of notification?