Does Pipedrive have any “if this then that” type of logic built in? I’m digging into the automations more and can’t find exactly what I’m looking for.
What I’d like to happen:
-prospect fills out webform
-prospect is sent scheduler
-if prospect schedules, move stage
-if prospect does not schedule, reminder activity to follow up
-after the appt, reminder activity to send proposal
I know that I could include the scheduler link in an email, but then it creates a duplicate record and the scheduled appt isn’t recorded in the deal.