Good morning everyone, I am getting to grips with the automation function in Pipedrive and have se

Richard_7919
Richard_7919 Posts: 3
edited July 24 in Workflow Automation #1
Good morning everyone,

I am getting to grips with the automation function in Pipedrive and have set up an auto email based on a template I created which automatically inserts the first name of the clients into the email.

My question is whether there is a function to allow the details of the appointment to be input into the email automatically too based on the Activities section?

Thanks in advance for your help!

Richard.

Answers