How may I set the automation workflow to send an email to third party involved in the deal? (I only

How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section)

for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.

Comments

  • Adam_11902
    Adam_11902 Posts: 1
    edited September 2020 #2

    This is just a guess, but you can add a custom Person field that you link to the deal. You should then be able to grab the email of that person from within the workflow.

    I hope it helps/work, otherwise, I'm sure someone else will come along shortly with a better solution.

  • Adam_14393
    Adam_14393 Posts: 2
    edited September 2020 #3

    This is my question too!

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #4

    Hi @Ahmed Jadallah  and @Adam ! I would go with @Adam 's suggestion. 🙂

  • Colin de Vries
    Colin de Vries Posts: 8
    edited February 25 #5

    Hi Innês,

    Could you please add a step-by-step how to? As i don't get adams suggestion to work.

    Thank you.

     

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited January 2021 #6

    Hi Innês,

    Could you please add a step-by-step how to? As i don't get adams suggestion to work.

    Thank you.

     

     @Adam will you help a fellow user and show Colin how you'd set it up? 🙂

    @Colin de Vries if Adam doesn't respond and you're still struggling, please reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication. 🚀