Send an email in Postmark when a deal moves to a stage in Pipedrive

What each client fills in

Postmark: From

For example Northside Plumbing <hello@northside.example>

Who it goes to (Postmark)

The address that gets it: yours, or the client’s team.

Pipedrive: Stage ID

In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

• 

  Postmark → the client’s server → API Tokens → copy the Server API token. The From address must be a confirmed sender signature or on a verified domain.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Pipedrive, for “A deal moves to a stage”
2. Connect the client’s Postmark, for “Send an email”
3. Fill in Pipedrive: Stage ID (In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link)
4. Fill in Postmark: From (For example Northside Plumbing <hello@northside.example>)
5. Fill in Who it goes to (Postmark) (The address that gets it: yours, or the client’s team)