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 to save the automation. 

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

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