Limited # of Fields available in Automations?
I am trying to create a workflow automation that produces an email to notify our administrative team to enter the lead's primary information, contact information and organizational information into our primary business management system when the deal passes a certain stage in our pipeline. This can't be accomplished via an API quite yet. So the automated email needs to contain a number of standard and custom fields for deal, contact and property.
Unfortunately, I'm getting stuck with only a limited set of standard and custom fields being visible to add to the email template. For instance, I can get the contact's name, phone and email but can't include custom fields for primary and secondary addresses, etc.
For organization, I can get the organization name and address but not other fields including some custom ones that we created.
What am I doing wrong here?
See example of what I'm trying to do below. Ideally I'd add more fields but I'm only seeing a limited set in the dialogue box (see image further below)
The following Pipedrive Deal needs to be entered into Aspire
Deal ID: 1 Deal ID
Deal Owner Name: 1 Deal owner name
Deal Name: 1 Deal title
Property Name: 1 Deal organization name
Contact Name: 1 Deal contact person name
1 Proposal Templates Required
1 Deal contact person name
1 Deal contact person email
1 Deal contact person phone
1 Deal organization address