Notification emails to external people

Matthew_6172
Matthew_6172 Posts: 2
edited July 27 in Workflow Automation #1

Hey,

Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won!

I can only see how to send it to people who have pipedrive login accounts - am I missing something?

 

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #2

    Hi @Matthew !

    I can think of a couple of ways you can do this. 🚀

    You can use our Slack integration to send those notifications to a Slack channel where all the interested parties are. This can also be achieved with more nuance using our automations.

    Or you can create an automation that sends out an email to those people whenever X happens in Pipedrive.

  • Matthew_6172
    Matthew_6172 Posts: 2
    edited February 24 #3

    Hi @Inês Batata 

    Thanks for this, sadly we don't use slack - is there a teams equivalent?

    I only seem to be able to send emails to people in the opportunity team in pipedrive and not the wider, external company - i.e. Hey team, we've won a deal!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #4
    Matthew said:

    Hi @Inês Batata 

    Thanks for this, sadly we don't use slack - is there a teams equivalent?

    I only seem to be able to send emails to people in the opportunity team in pipedrive and not the wider, external company - i.e. Hey team, we've won a deal!

    @Matthew I did a quick search and found this integration between PIpedrive and Microsoft Teams that you can use, check it out.

    As for sending out emails, you can manually include the email addresses of recipients who are not Pipedrive users right alongside the email addresses of those who are, be it when you email manually or when you created an automation that sends out an email.