Configurable buttons to trigger automations
Jörgen Sjöstrand_231 Posts: 81
edited July 2022 in Ideas and Product Feedback #1
Would be great if there were configurable buttons that can trigger Automations (like send out Offer, update deal stage, and so on) from different places. Also to insert text/templates into notes/activities since a lot is standardized in sales process and now has to be copied/pasted from other docs. So a general configurable button. It could also be done from the context menu that now has features like "export to XLS".
Akhil_Supermeet.ai Posts: 62edited June 2022 #2
This would be nice to see happening. Pipedrive has the documentation to develop such capabilities using app panels. You can hire a developer to get it done.0