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LeadsWorkflow AutomationPB

Asked a question 2 years ago

Hi guys, can I automate sending an email to people in the new 'leads' feature?

Liked by Mike van der Valk and 1 other

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Does the email template feature in the advanced plan work with the new leads feature?

Hi everyone! I schedule an email activity and then I send that lead an email, but I need to "mark as done" the email ... soon as the email is sent to that lead?

Is there any way I can use automation to send emails when ... ?

I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?

Would you find the branching possibility in the workflow automation usefull ? For example, have the possibility to setup ... an activity, else send an email".

Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful calls to a lead the ... trying to get in touch..." ? Thanks

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Asked a question 2 years ago

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