Create follow up task and send onboarding email in Pipedrive when activity is marked complete
Create follow up task and send onboarding email in Pipedrive when activity is marked complete
Create follow-up tasks and send onboarding emails when maintenance plan activities are marked complete in Pipedrive. This boosts your team's efficiency and ensures timely communication with clients.
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Overview
Create follow-up tasks and send onboarding emails when maintenance plan activities are marked complete in Pipedrive. This boosts your team's efficiency and ensures timely communication with clients.