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A Quick Guide To Creating A SendX Automation page 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.
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.
Click Submit Automation Page to save the automation.
That is it. You have set up an automation with Pipedrive in SendX.
