Adding products of a deal to automated e-mail

Hi all,

Whenever our sales team creates a deal in pipedrive they have to select the products/amounts they have sold. Once the deal is won we have an automated workflow in which there is a mail sent to our distribution center. Currently, the sales team has to write down the products they have sold in a customized field called "order" in the details section of the deal. This customized field is then taken into the automated e-mail.

I would like to skip this part and get the products chosen for the order in the emails automatically. However, I cannot select "Products" as an input field in the automated e-mails. Is there anyone that has an idea how to do this?


  • Leonardo Zimmermann
    Leonardo Zimmermann Moderator Posts: 46 CUSTOMER SUPPORT
    10 Comments Name Dropper First Answer First Anniversary

    Hey there!

    Product placeholders cannot be used in automated emails or in email templates at the moment, but can be used in inside a product table when creating a document via Smart Docs. The issue here is that these documents cannot be automatically sent out via automation, which leave us with not many options for a better workaround.

    I would say the workaround you have in place at the moment seems like a good one, and while skipping this bit is not a possibility, I will make sure to forward your suggestion to our Product Team.

    Thank you.