Attach documents when deal is won

Dave_68080
Dave_68080 Member Posts: 10 VERIFIED MEMBER
Name Dropper First Comment Photogenic
edited July 2022 in Sales CRM #1

Hi! When a deal is won we send an email directly to our accounting department with the signed offer attached. Now I want to automate this task.

I tried a workflow but I can´t attach documents into the automated mail :-( is this even possible? Maybe a workaround?

Thanks!

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited February 2022 #2

    You can create a new field called "Document URL"

    Populate this field with a link to the document

    Then when sending the automatic email, include that field as a merge field to pass it through to accounting.

  • Dave_68080
    Dave_68080 Member Posts: 10 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    edited February 2022 #3
    Boris Tsibelman said:

    You can create a new field called "Document URL"

    Populate this field with a link to the document

    Then when sending the automatic email, include that field as a merge field to pass it through to accounting.

    ok that is a nice workaround, thanks! 

  • Arthur_70084
    Arthur_70084 Member Posts: 72 VERIFIED MEMBER
    10 Comments
    edited February 2022 #4

    Hey @Dave 

    You can also use Integromat to make it easier. It allows you to create a lot of workflows, personally I'm a big fan and also a certified expert of Integromat.

    If you want further informations, you can reach me at : soustellepro@gmail.com

    Best

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