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 ?
Discuss workflow automation and its benefits67 Followers6 Questions98 Posts
Discuss workflow automation and its benefits
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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?
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)