I wanna send a form after closing deal and when project has been made.
Softwareshaker
Member Posts: 2 VERIFIED MEMBER
Hi.
Sending mails to clients with a form which needs to be filled and automatically added to fields in Pipedrive. Is that possible soon?
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Answers
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You could already set up a web form in Pipedrive. Then add the link to an email template. Then you can use workflow automation to auto send it out in certain situations. You can find more info on all these features on our Knowledge Base: https://support.pipedrive.com/en
Hope it helps :)
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