Notify business owner when client views proposal, log event in Pipedrive, and email team member
Notify business owner when client views proposal, log event in Pipedrive, and email team member
Notify your team when a client views a proposal in Roofr, log the event in Pipedrive by creating a note, and send an email update to relevant team members. This keeps everyone informed and enhances communication.
Workflow preview:
Zap details:
Overview
Notify your team when a client views a proposal in Roofr, log the event in Pipedrive by creating a note, and send an email update to relevant team members. This keeps everyone informed and enhances communication.