Emailing third parties using an automation

Barcelona Golf
Barcelona Golf Member Posts: 1 VERIFIED MEMBER
edited April 24 in Workflow Automation #1


How can I set up an automation that emails a third party to request a quote ? I want the email to be within the deal so all the information is contained within the deal and pipeline.

All I can see to do it to set up a task by automation, set up the template, but the recipient has to be manually inputted and then send the email.

Is there anyway of automating this?


  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    First Anniversary 5 Likes First Answer First Comment

    Hi @Barcelona Golf

    By attracting the customers you want to send mail to a stage, you can do it in the form of "automatically send mail to people who have reached this stage". I hope this helps you.

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