I wanna send a form after closing deal and when project has been made.

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Softwareshaker
Softwareshaker Member Posts: 2
Photogenic First Comment
edited July 2023 in Sales CRM #1

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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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
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    Hi @Softwareshaker

    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 :)