Workflow automation: Put products in an email template
Within my organization, we use the "products" within the deal, where we can add deal value.
We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are included in an email template.
At this time, we are unable to add the products to a Pipedrive email template. Via the chat, this is requested to be posted online in the community in order to create more capacity to solve this problem from the development perspective.
Who also runs into this and is looking for a solution?
Together we can ensure that this relatively minor adjustment is implemented.
With best regards,
0031-6 14 62 65 23