Notify referral partners/participants on a deal

Adrian Schulz
Adrian Schulz Member Posts: 3
edited July 2022 in Workflow Automation #1

I need to notify deal participants on deal stage change - does anyone know how to trigger an email automatically if they are not the deal contact but simply a custom field "person" or deal participant? Ideally in Pipe without Zapier. 

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 851 PIPEDRIVE TEAM
    5 Likes Premier Solution Provider First Anniversary First Answer
    edited May 2021 #2

    Maybe if [custom field] is not null - send email