Notification emails to external people
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?
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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.
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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!
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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.
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