New to FlowXO and need some help!

(Belinda Wilson) #1

The good folks at Pipedrive suggested I use FLOWXO to set up triggers in my Pipeline.
I’ve taken a look at FlowXO and tried to set up a trigger when one of Deals moves to a particular stage. However, I’ve only got as far as setting up the filters - as I’m unsure of what I’m meant to do?
Basically I want to create an Activity to send an email to a colleague as soon as the deal is moved to a particular Stage. So any assistance would be helpful.
Many thanks
Belinda

(John Jackson) #2

Thanks for trying us out!

So you have a trigger, Pipedrive deal stage changed. Now you need an action. For email, the popular choices are Gmail or SMTP.

If you don’t use Gmail, most other email providers support sending through SMTP. You’ll need to Google your email providers settings.

So click the plus icon underneath the trigger to add an action, choose Gmail or SMTP, and you should be able to get things working from there.

Good luck.