Configurable buttons to trigger automations

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Jörgen Sjöstrand_231
Jörgen Sjöstrand_231 Member Posts: 80
First Anniversary Name Dropper 5 Likes 5 Up Votes

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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  • Akhil_Supermeet.ai
    Akhil_Supermeet.ai Member Posts: 67
    First Anniversary Name Dropper First Comment Photogenic
    edited June 2022 #2
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    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.