Sending follow-up email templates / CAMPAIGNS using workflows?

Rodrigo Rojas
Rodrigo Rojas Member Posts: 54 PIPEDRIVE TEAM
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Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?:

  1. Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage
  2. Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage
  3. Start a cadence of emails based on CAMPAIGNS from the owner of the deal after the deal reaches a certain stage
  4. 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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