Configurable buttons to trigger automations

Jörgen Sjöstrand_231
Jörgen Sjöstrand_231 Member Posts: 79
Name Dropper 5 Likes 5 Up Votes First Anniversary

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".


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  • Member Posts: 67
    First Anniversary Name Dropper First Comment Photogenic
    edited 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.