Email template deal (Required)

pleiter
pleiter Member Posts: 2 NEW MEMBER
Photogenic
edited January 9 in Workflow Automation #1
Screenshot 2025-01-08 at 11.01.22.png

Hi all,

I'm setting up an email automation based on a label that has been changed to "XXX." However, every time Pipedrive asks me for the "Email Template Deal" (Required), it appears empty. Any thoughts on how to override this?

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Answers

  • Helio
    Helio Pipedrive Team Posts: 100 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @pleiter,

    I hope you are doing well today!

    This issue typically occurs when there are no email templates set up, but your automation is configured to send an email template as an action.

    To resolve this, you can create email templates following the steps in this article: Email Templates Guide. Once your templates are set up, you can select them in the section shown in your screenshot.

    If you run into any difficulties, don’t hesitate to reach out to our support team for assistance: Pipedrive Support.

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