Immediate notification when an Activity is assigned

RSS_PD_Engineering
RSS_PD_Engineering Member Posts: 5
First Comment
edited March 1 in Sales CRM #1

Hi all,

Is there a way to get immediate email notification for each time a new activity is assigned?

I can get the Email summaries once a day, but I want an email for each activity assigned to me and I'd like it to arrive right away instead of waiting for the scheduled daily scheduled email time.

Is this possible?


Thank you

Best Answer

  • inacyakup
    inacyakup Member Posts: 179
    5 Likes First Answer First Comment Name Dropper
    #2 Answer ✓

    Hi @RSS_PD_Engineering

    You can do it like this.


    Create automation--> Activity created --> (Action) Send Mail --> To(Your mail)


    Best Regards

Answers

  • RSS_PD_Engineering
    RSS_PD_Engineering Member Posts: 5
    First Comment

    Thanks, I managed to get this working. Although I had one extra step of syncing my email to the pipedrive account.