In my line of work, I continue communication with the client after the closing date. Is there a way to automate tasks once the file has been won or after the close date ?
Workflow automationDiscuss workflow automation and its benefits
67 Followers6 Questions98 Posts
Discuss workflow automation and its benefits
67 Followers
6 Questions
98 Posts
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Hello Pipedrivers, I want to send a notification email when a deal is created in a specific pipeline and only that pipeline. Ideas?
Hi Chariz @Chariz Abucejo1
Yes, the task you want to automate is possible if you are a Klenty+Pipedrive user.
If you are using Klenty to send personalized emails to automated follow-ups then it is possible to create contacts, also move... (More)
Yes, but you need an automation tool like Zapier. They have an email parser - the field values you collect can be used to create automation - like creating a new person in PD. I suspect you do need some... (More)
