Configurable buttons to trigger automations
Jörgen Sjöstrand_231
Member Posts: 72




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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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.
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