Good morning everyone, I am getting to grips with the automation function in Pipedrive and have se
Richard_7919
Member Posts: 3 VERIFIED MEMBER
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.
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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Answers
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try calendly
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