Email Template Automation Fail

Renjun7
Renjun7 Member Posts: 2 NEW MEMBER
edited March 6 in Workflow Automation #1

I set up an email automation workflow but after the conditions are being passed, it failed to send the email. How can I know what went wrong? I removed the insert fields in the email template so this is just a purely text email but still failed. Where else do I need to check?

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  • Sophie
    Sophie Pipedrive Team Posts: 209 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @Renjun7,

    When you check your automation history in your Pipedrive account, you should be able to click on the step that failed and get some more information on why the automation stopped.

    I added an example below-

    In this case, the person to whom I intended to send the email did not have a valid email address linked to their contact in my account so it failed-

    Annotation on 2025-03-07 at 14-59-22.png

    While this may not be the exact reason your automation failed, I would recommend taking a look to see what data appears on your end. If it is not clear, you can reach out to our support team so we can take a closer look into this specific automation execution with you!

    I hope this helps!

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