Autogenerate an email to somebody other than deal owner or deal contact.

Adam_14393
Adam_14393 Member Posts: 2 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

I am trying to auto generate an email to a co-worker (support staff) when an activity is complete.  I have only seen how to send an email to the deal owner or the deal contact.  How do I email a "third party"?

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  • Mamoun Hefni
    Mamoun Hefni Member Posts: 4 VERIFIED MEMBER
    First Comment
    edited September 2020 #2
    image

    Hi @adam, 
    I did this automation to send notification email for finance team once the deal went live for example. So when you reach the action section in the automation workflow, don't use the dropdown list to choose from, just go ahead and type the email address (support@example.com) and you're good to go!

    I really hope that will help..

    Peace!  

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