Send a Separate Email for Each Deal Transfer

Romanus
Romanus Member Posts: 3 VERIFIED MEMBER
First Comment First Anniversary
edited March 10 in Workflow Automation #1

Please implement a feature that sends a separate email notification each time a user is assigned a deal. This should work similarly to the existing functionality where a user receives a separate email for every comment on a note they own or have commented on.

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 229 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2

    Hello @Romanus,

    Thank you for your valuable feedback. Currently, we can suggest a possible workaround with Workflow Automations. You can set up an automation that is triggered when the deal owner is changed to send an email to the new deal owner. See an example setup below:

    Screenshot 2025-03-10 at 10.45.17.png

    In the email body, you can even add a link to the deal by pasting https://app.pipedrive.com/deal/ and the deal ID merge field without any space between them, as shown in the image. We hope this helps!

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