Seeking for your advice.
Wondering if there is opportunity to inform my colleagues with email when DEAL STAGE or DEAL STATUS is changed to a specific one.
- They are not connected to Pipedrive, so I need to use automation, I believe.
- I want it to be proceed through name of a DEAL, that will be sent via FIELD of the DEAL in the TEMPLATE.
- I want to let PERSON in the DEAL - original one, not adding my colleagues to all DEALs I create.
How may I manage to send TEMPLATE email to specific addresses? (regular 3 email boxes)
Adding automation preset: