Automating Add Note to Deal, Can we tag the deal owner?

ma_wove

I tried to tag the deal owner in an automation that adds a note to a deal, but I couldn't figure out how.

So, my questions are:

1. Is it possible to tag a deal owner when setting up an automation that adds notes to a deal?
2. If it isn't possible, are there any workarounds? Or does the deal owner get an update when a note is added to a deal?

Thank you so much!

M

Tony Xavier

Hello @ma_wove,

Currently, it is not possible to automatically add mention to notes that are created through automation, and the best workaround would be to use the built-in notification settings to let the user know about the new note.

Each user will have the option to customise the notification they receive and one of which is the possibility to get an hourly email on all updates occurring in items (deal, person, organisation) etc, on an hourly basis which will include the new note added, in addition to the Sales Assistant section in Pipedrive. This settings have to be enabled by each user from the Manage notification section within the Sales Assistant:

The hourly email would look like this:

ma_wove

@Tony Xavier Thank you so much for the clear and detailed answer. This is very helpful and exactly what I needed!