Hi Workload Team!
I need help building a workflow that integrates Pipedrive and Zapier. A few idea I have is when a deal moves through stages, I’d like to send a Slack message to the team responsible for that deal.
Another key workflow we need is that when a deal reaches the closed/won stage, we need to be able to draft and create an invoice to send to the customer in our QuickBooks account. Can you help with this?
Thank you!