Mayank Agarwal
Author: Mayank Agarwal  |  

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A Quick Guide To Creating A SendX Automation With PipeDrive.

SendX allows you to use several third party products (which are integrated with SendX) as Triggers and Actions.
This short guide will help you out with creating a SendX automation with PipeDrive as its Action.

  • Make sure you have integrated SendX with PipeDrive.
  • Create a new automation or edit an already existing one.
  • Under Trigger, select a suitable Trigger according to your needs.
SendX automation page
  • Under Action, open the first drop-down on the left and select PipeDrive. Select the available Action rule in the drop-down menu on the right.
Submit Automation page
  • Click Submit Automation to save the automation.

And that's it! That's all you need to do to setup an automation with PipeDrive in SendX.