Insert products fields in emails with worklow automation.
Bastien CHAMPIER Posts: 2
edited July 2022 in Ideas and Product Feedback #1
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.
Mike Wiener Posts: 12edited September 2021 #2
This seems like a great addition, adding the "products" to the "autofill fields" in emails would be a welcome part of this0