Deal Workflows - No pre populated first name option available

Andrii Chernitskyi
Andrii Chernitskyi Member Posts: 1
edited April 24 in Workflow Automation #1

i build workflows that are triggered by deal changes. First name, as autogenerated field, is only available if  you work with person's details but not a deal. The same story when you build integrations thru Zapier: thru deal details only deal contact full name is available. Doesn't look personalized when your email contains  Dear Michael Jordan, .... instead of Dear Michael. Any solutions to this ?


  • Amit Sarda (
    Amit Sarda ( Member Posts: 1,547
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited November 2021 #2

    You can add a dummy action step in your workflow to fetch the person record.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited November 2021 #3

    Create an automation that takes the full name [michael jordan] and splits it into 2 fields [fname & lname]

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