Allow additional email recipients from custom fields in workflow automation

Tim Milazzo
Tim Milazzo Member Posts: 2 VERIFIED MEMBER
First Comment
edited July 2022 in Ideas and Product Feedback #1

I couldn't find this anywhere after a search.

Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address:

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What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow references to users on the deal level.

In our setup, we can mark "deal assistant"s who help the Deal Owner, and I would like to include them in the email alerts we trigger.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited January 2021 #2

    Hi @Tim Milazzo great suggestion! I'll pass it on to our team :) 

  • Info Montreal Casting
    Info Montreal Casting Member Posts: 1 VERIFIED MEMBER
    edited August 2021 #3

    Need this feature too!  it is now available? Available soon? 

    I try with second email on contact, with added participant in deal or task or with Organisation related, no one look like available to add as CC in email workflow.  Any other way to do it? 

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