Integrate Notes field to automated e-mail

Hi! Is there a way to include the notes field in an automated email? We use Jotform to create a deal in Pipedrive and most of the information arrives in the notes field of a deal. I hope you guys can help me! Thanks in advance, Sebastian

Answers

  • Pipedrive Gurus
    Pipedrive Gurus Member Posts: 33
    5 Up Votes First Anniversary 5 Likes First Comment

    Hi there,

    its a really good question and the answer is no.

    But there is a much better way. Set up the note as a deal, organisation or contact field and then you can choose this field in the mail.

    If you have questions about this, then just contact me or book an appointment on my website: https://calendly.com/trustedservices/beratung