custom fields in email template

Ed Gornall

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

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  

https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up/chapters/workflow-automation-send-emails-automatically