Is there a way to send Email via automation from a custom field ?
Kevin_5208
Member Posts: 1 VERIFIED MEMBER
I saw this image on https://community.pipedrive.com/discussion/12616/is-there-a-way-to-send-email-via-automation-from-a-custom-field but I don't know how to get 11 items like this to show.
I can only see 5 on mine. All my custom fields do not show, only these standard ones show on mine. How can I get my custom email fields to show in here?
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Answers
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Hi @Kevin_5208!
In order to get your custom fields to show up as options for your email in the automation, they will need to be "person" type custom fields, like this-
https://sharing.pipedrive.com/i/SGJUAO
Hopefully, this helps! If you have any doubts you can always reach out to in-app support via chat or via email- support@pipedrive.com.
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