Insert products fields in emails with worklow automation.

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.

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  • Mike Wiener
    Mike Wiener Posts: 11
    First Comment First Anniversary
    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