Send selected Contact(s) an email when New Note added with Note Details

Keith Gereghty
Keith Gereghty Member Posts: 58 VERIFIED MEMBER
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edited April 24 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?


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