Notify stakeholders when installation enquiry review is completed in Cognito Forms and Pipedrive
Notify stakeholders when installation enquiry review is completed in Cognito Forms and Pipedrive
Notify relevant stakeholders when a new installation enquiry is reviewed by capturing form entries from Cognito Forms, finding the corresponding deal in Pipedrive, and creating a detailed note for better communication and follow-up.
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Overview
Notify relevant stakeholders when a new installation enquiry is reviewed by capturing form entries from Cognito Forms, finding the corresponding deal in Pipedrive, and creating a detailed note for better communication and follow-up.