Workflow Automation Question?

Gregg Williams

Hi,

I'm trying to set up an automatic email to customer when there set up as a deal. Process seems easy but when putting email together it doesn't come up with templates or any where to write the email. Can someone help with this.

Mike van der Valk

Hi @Gregg Williams 

You need to first create the template: https://support.pipedrive.com/hc/en-us/articles/115004479825-Email-Templates

You can use fields for that, that change depending on the person it gets send to. Then when creating the workflow in the action select the email template you created and set it to send to the contact person email address.