FEATURE WANTED for sales automation: How can I use the note in a Pipedrive workflow? Ex: if a person

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  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited December 2020 #2

    Hi @Shippr Admin 

    Probably your best option is to set up an automation with Pipedrive either via marketplace apps or Zapier where you have for example the reading of an email update a custom field in Pipedrive.

    This can then trigger the automation in Pipedrive where updated deals trigger a new email for example.