Hi, we have a 6 stage follow up process when a quotation is issued, which starts within 1 day of the quotation date and runs for a month, involving a mix of phone calls and emails at different stages. 

I'm wondering if this whole process can/should be built into one automation, or whether we should create an automation for each stage (assuming the deal hasn't marked as won at the previous stage).

Thank you

I am interested in Helpdesk/Service apps that have a good integration with Pipedrive.

I want to have a 360 view of customers.

What Helpdesk/Service software have you tried? 

What is your experience?

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