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

Richard_7919
Richard_7919 Member Posts: 3 VERIFIED MEMBER
edited April 2024 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.
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