Notify new merchant via SMS and email with onboarding details using Pipedrive, Twilio, and SendGrid
Notify new merchant via SMS and email with onboarding details using Pipedrive, Twilio, and SendGrid
Notify new merchants about their onboarding by sending an SMS via Twilio and an email through SendGrid, triggered by a deal match in Pipedrive. This ensures they receive essential contact information and support resources promptly.
Workflow preview:
Zap details:
Overview
Notify new merchants about their onboarding by sending an SMS via Twilio and an email through SendGrid, triggered by a deal match in Pipedrive. This ensures they receive essential contact information and support resources promptly.