Create proactive template messages in Rasayel for every new deal matching filter in Pipedrive
Stay on top of business opportunities with this workflow. Whenever a deal meets specific criteria in Pipedrive, this will instantly trigger a proactive template message to be created in Rasayel. Not only does this save you time, but it also ensures no opportunities are missed. Ideal for businesses striving for efficiency and seamless communication in their sales process.
Stay on top of business opportunities with this workflow. Whenever a deal meets specific criteria in Pipedrive, this will instantly trigger a proactive template message to be created in Rasayel. Not only does this save you time, but it also ensures no opportunities are missed. Ideal for businesses striving for efficiency and seamless communication in their sales process.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- automatically do this!Create a Proactive Template Message
Creates a proactive message using a pre-approved template
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