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Create email activity and checklist note in Pipedrive when deal matches criteria

Create email activity and checklist note in Pipedrive when deal matches criteria

Create timely follow-ups on financial documentation by triggering a new email activity and checklist note in Pipedrive when a deal matches specific criteria. Ensure no opportunity is missed with organized tracking.

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Create timely follow-ups on financial documentation by triggering a new email activity and checklist note in Pipedrive when a deal matches specific criteria. Ensure no opportunity is missed with organized tracking.

Create email activity and checklist note in Pipedrive when deal matches criteria

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