Send out internal email when deal is won

Bjørn-Henning Opheim
Bjørn-Henning Opheim Posts: 55
10 Comments Second Anniversary Name Dropper 5 Up Votes
edited July 2022 in Sales CRM #1

I have created a workflow that sends out an email to all my colleges when a deal is won, like a modern bell :)  The problem I am having is that the email gets attached to the deal, and therefor also my colleges. I would like an option for the email to NOT be attached to the deal. Just a system email that gets sent out. Is this possible? 

Tagged:

Comments

  • Andrés_64295
    Andrés_64295 Posts: 8
    edited January 2022 #2

    Hi Bjorn, this can be achieved with Zapier, or even faster within your email with email forwarders.

    Let me know if you need help setting it up.  Cheers!

Categories