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.
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Make sure you have integrated SendX with PipeDrive.
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Create a new automation or edit an already existing one.
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Under Trigger, select a suitable Trigger according to your needs.
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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.
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Click Submit Automation to save the automation.
And that's it! That's all you need to do to set up an automation with PipeDrive in SendX.
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