Workflow automating a deal-specific email...

I have a template email I need to send each time a deal is moved to a specific stage.  The email needs to provide the names, phone numbers and email addresses for the other participants in the deal.  Is there some way to have each deal participant's name, phone number and email address automatically pulled from the existing contact details and added to the email?  

I suppose another option (if possible) would be to create custom-fields under the details of my deals.  Is there a way I could fill in the name of an existing contact and have custom phone and email  fields automatically filled with the existing phone number and email address in that person's contact details?

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 708 COMMUNITY MANAGER
    100 Comments Second Anniversary 25 Likes 5 Answers
    edited June 2021 #2

    Hello @Corby Hicks  , thank you for your feedback! I have added the topic Feedback & Suggestions , so your request is automatically forwarded internally to our developers as a note for consideration in a future update to email templates 📝

    In the meantime I recommend:

    • Following What's Planned to learn about what we're currently working on 🔎
    • Following What’s New for new release announcements and updates 📢

    🛠Feel free to join   Research and Beta Testing  for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠