Send selected Contact(s) an email when New Note added with Note Details
Keith Gereghty Posts: 57
edited July 2022 in Workflow Automation #1
My coordinator works in a different CRM from Pipedrive. Her CRM is closed to any API or integrations.
I am wanting to send my coordinator an email from Pipedrive when I add a New Note or when I add IN the note "@name". Have not had much luck this morning with the workflow. Has anyone created a workflow for this type of situation?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited May 2022 #2
This is not possible with Pipedrive automation.
You can set this up using Make/Integromat though.0