custom fields in email template
Ed Gornall Posts: 3
How do you add custom fields in a new email template? i.e. I want to setup an automated email "thank you" to the client when they place an order and follow the steps in "deals", once the deal is WON, I want to add an automated email thank you to go out. Thanks in advance for the help.
Mike van der Valk Posts: 4,052edited April 2022 #2
Hi @Ed Gornall this video here in our Academy explains you how to trigger an email being send from a template in Pipedrive. Hope it helps