Insert products fields in emails with worklow automation.

Bastien CHAMPIER Member Posts: 4
First Anniversary First Comment Photogenic

Hi !

It would be great to have the possibility to insert the products fields attached to an offer into an email generated in a workflow automation.

For exemple, when a deal is won, automatically send an email to a businness manager with alle the information of the deal (products, and all other prepared fields associated).

The launch of projects in production will therefore be done with a single click, the "won" button of the deal.

0 votes

· Last Updated -


  • Mike Wiener
    Mike Wiener Member Posts: 12
    First Anniversary First Comment
    edited September 2021 #2

    This seems like a great addition, adding the "products" to the "autofill fields" in emails would be a welcome part of this