Integrate Notes field to automated e-mail
below0_Sebastian Posts: 1
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
Pipedrive Gurus Posts: 11
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/beratung0