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.

Create follow up task and send onboarding email in Pipedrive when activity is marked complete