Is it possible to set up an automated workflow based on particular email template so that when I send the email it automatically creates a follow up activity for 3 days later (phone call). I want to set up a process whereby I send a cold email using my Cold Email Template in the Mail screen of PipeDrive. Then I want pipe drive, knowing that email template was used for that person, to create an action for three day later, to contact that person by phone.
Automated workflow based on email
Automated workflow based on email
To see the answers/comment from our community members, please login/sign up for free to this Sales community.