Accounts Contact Person

Dear Pipedrivers,

my question/suggestion today is related to post approval workflow and general communications with finance departments (for example: LPO/VAT certificates/Payment Follow ups etc.). 

Is there a way to link another person (the finance guy) to the deal and automate emails to that person?

Such automation could save tons of time. Please share your ideas!

THX

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 24 #2

    Yes, this is possible.

    You can create a custom field, looking up to a person [the fiance guy]

    Once you have that in place, you can set up automation to specifically email that person.

  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited October 2020 #3

    Yes, this is possible.

    You can create a custom field, looking up to a person [the fiance guy]

    Once you have that in place, you can set up automation to specifically email that person.

    Thanks @Boris Tsibelman ,

    let me look into it. I guess I need to make this field mandatory otherwise automation will run into a dead end if not filled. 

    Custom field for organization = DONE.

    However I cannot address this field during automation.

    For example:

    • Trigger: Deal updated
    • Deal has changed
    • Deal is specific stage
    • Email to ? <= does not offer option to access custom field

    is there a workaround, another way to do that.

    Appreciate your help.

    Greetings

     

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited February 24 #4

    @Martin Pfeiffer 

    Hey hey! Thank you for reaching out here:)

    Vladimir from Pipedrive management team is here to help.

    You are right - there is no way to fill TO: field with a custom field value (email address contained in a custom field).

    But as far as I understand - the person you would like to add to automated emails is always the same person.

    Then you can type in his email address on "email" stage in your automation as well as select the second recipient email address this way: https://sharing.pipedrive.com/vpbH6F

    But please, make sure that email address of finance rep you send a copy of automated emails to, is not used in Pipedrive and is not linked to a Pipedrive account.

    Hopefully that helps,

    Kind regards,

    Vladimir

  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited November 2020 #5

    @Martin Pfeiffer 

    Hey hey! Thank you for reaching out here:)

    Vladimir from Pipedrive management team is here to help.

    You are right - there is no way to fill TO: field with a custom field value (email address contained in a custom field).

    But as far as I understand - the person you would like to add to automated emails is always the same person.

    Then you can type in his email address on "email" stage in your automation as well as select the second recipient email address this way: https://sharing.pipedrive.com/vpbH6F

    But please, make sure that email address of finance rep you send a copy of automated emails to, is not used in Pipedrive and is not linked to a Pipedrive account.

    Hopefully that helps,

    Kind regards,

    Vladimir

    Thanks @Vladimir Dubakin ,

    for responding.

    Unfortunately the finance guy is different for every deal even sometimes if the deal is from the same company! Hence my thought was going via a custom Deal field route => of which I can not pull the data/email address from during creating an automation.

    Large Companies have strict paperwork rules and we are not supposed to share financial related documents with our Business Devs / Marcom contacts outside the procurement process / participants.

    In other words I have more than one contact person relevant to the deal.

    Suggestion here => what would be awesome would be Participant Categories ( Sales / Mktg / Finance...) and if they could be addressed via an automation = TOP NOTCH