How do I send an email to a standard emailaddress within my company when a deal is Won

Bas van der Peet
Bas van der Peet Member Posts: 4 VERIFIED MEMBER
Photogenic First Comment
edited February 20 in Workflow Automation #1

When a Deal is Won, I want to send an email to an internal email address.
When I look at automations the only option I have is to email to the email address that is connected to the Deal.

KR Bas

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  • Franki_SaaShop
    Franki_SaaShop Member Posts: 16 VERIFIED MEMBER
    Third Anniversary 10 Comments First Answer 5 Likes
    #2 Answer ✓

    If the email address you're sending to is always the same, you can enter any email address in the "To" field when setting up the email action of an automation.

    Trigger: Deal updated > Deal status has changed to > 'Won'

    add any necessary conditions

    Action: Email > 'Send Email' (you can either enter the content of the email body right in the automation) or 'Send email using template' (first create an email template in Pipedrive and choose the template in the automation) > 'To' = desired email address (enter email in text box and hit enter)

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