Include Activity Note field in automation

Joel Friedman
Joel Friedman Posts: 1

I enjoy much the Pipedrive automation that users within my company get an 'automated email' when an activity has been assigned to them, it is a very useful feature. 

If you can only add the 'Activity Note' field as an available field to add to an automation, would really help out.

See the picture below, I can include only Client name, and Deal details. But if the user can see already the Activity Note (In other words: the task assigned), would be amazing.


What do you think?

0 votes

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  • Rock Stevens
    Rock Stevens Posts: 25
    edited June 2021 #2

    Automating activity notes would be extremely helpful for us too!