Is there a way to create internal email using Worklow Automation?
Michelle Cornick Posts: 3
edited July 2022 in Workflow Automation #1
We often require different teams to perform tasks depending upon the point in the timeline. For instance, when a new deal is added, I require our technical team to perform qualification before the deal can progress. In our other CRM we would have a rule where an email & activity would auto generate for said activity and email them. The reason for the email is due to them spending very little time in the CRM. From what I can tell, only the email owner, creator or deal contact can be emailed. Any ideas?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited October 2020 #2
You can add any email to the 'To' field in the automation.
Simply type the list of emails in the To field, separated by commas.0
Michelle Cornick Posts: 3edited October 2020 #3
Thanks so much Amit. Didn't realise it was that simple.0