Send a Separate Email for Each Deal Transfer
Romanus
Member Posts: 3 VERIFIED MEMBER


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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Answers
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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:
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!0