Create SimplyNoted custom cards from new Pipedrive activities
Effortlessly enhance your client engagement process with this automation. When new activities are created in Pipedrive, a personalized greeting card will be sent using SimplyNoted. This workflow ensures consistent communication and strengthens your business relationships while saving time on manual tasks.
Effortlessly enhance your client engagement process with this automation. When new activities are created in Pipedrive, a personalized greeting card will be sent using SimplyNoted. This workflow ensures consistent communication and strengthens your business relationships while saving time on manual tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send Custom Card
Sends a custom card to a new recipient.
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