Workflow Automation | Create Activities when Product is added to a Deal

Tom Crosswell
Tom Crosswell Member Posts: 1
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When a product is added to a deal currently there is no way to create an activity or do any automation.


When products are added this can be a critical step and needs to allow automation of the workflow to happen.

For example Product XX is added we need to create an activity for an employee. Product YY is added then an email needs to be sent etc...

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