Activity notiification
I have a scenario where I would like to notify another user about the activities assigned to him/her preferably via email (but Slack would do as well) and this notification to contain a link directly to that deal/person/organization. Dealbot doesn't seem to provide this functionality, neither do Pipedrive inbuilt automations. Any ideas on how to achieve this? Would this be possible to do with Zapier?
Comments
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Can you try creating automation with Trigger: Activity Created and Action: Send Email/Slack?
In theory, this should work.
Let me know where you're stuck.
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Amit Sarda said:
Can you try creating automation with Trigger: Activity Created and Action: Send Email/Slack?
In theory, this should work.
Let me know where you're stuck.
By Trigger do you mean Pipedrive's internal automation tool? In that case I'm not sure how would I insert a link to the item...
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Amit Sarda said:
Can you try creating automation with Trigger: Activity Created and Action: Send Email/Slack?
In theory, this should work.
Let me know where you're stuck.
Your subdomain/deal/dealID.
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