Sending follow-up email templates / CAMPAIGNS using workflows?
Rodrigo Rojas
Member Posts: 55 VERIFIED MEMBER
Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?:
- Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage
- Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage
- Start a cadence of emails based on CAMPAIGNS from the owner of the deal after the deal reaches a certain stage
- Send 1 follow-up email from some other users participating in the deal after the deal reaches a certain stage, for example when that users change a certain custom field (to active the original follow up I asked you first)
If not, will be very needed to make Pipedrive better.
If not, any workaround to do it?
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