want get automate notification or reminder about last follow up or last conversation with the customers

Hi @wigop, thanks for posting! I just want to make sure I understand your ask. It sounds like there are two parts:

1. Getting notified when another user communicates with a certain contact, and
2. Getting notified when a pipeline opportunity is inactive for a certain number of days

Can you confirm if I got that right?

For #1, we don’t currently have a feature that alerts you if someone has emailed or had a calendar event with a contact. But if you follow a contact, you’ll get notified is someone manually logs a Note, Phone call, or another activity type for that contact.

You can follow a contact by clicking the start icon beside their name.

I don’t have a solution for getting notified about new emails, so if that’s something you’re looking for I recommend posting it as an Idea.

For #2, you can use workflow automation to automatically create a task when something hits a certain number of inactive days. This feature is available on the Professional and Business plans. To set it up, you would go to Settings > Automation > Workflow Automation > Add Workflow.

Here’s what the trigger and action might look like:

This trigger says: every day, check if there are any Opps in the Sales Pipeline, that are also in the Pitch & Demo stage of that Pipeline, and have 10 inactive days. If an Opp meets all those criteria, do the Action:

The Action says: create a task for the Opportunity owner.

Let me know if that helps!