Send Email from Template when Organization is Created or Updated and Primary Contact is created or u
All I want to do is import my spreadsheet of leads.
Then have an email sent to the designated Admin Email from the import.
The conditions could be Organization Created or Organization Updated with Booth Number being the field
Also it could be Contact Created or Contact Updated with the field being Admin Email for the contact.
This seems to be very difficult to accomplish. I have been working off a hack where I would import my contacts and then create a deal while designating a contact as primary contact to use for the email to be sent. This seems to be the only way I can automate an email to go out.
I would like to be able it just import and not have to go through the deal creation process for all the leads I just imported.
I would like for a deal to be created and place in the designated pipe
I would like an email to be sent to the designated contact using an email template.
I would like this to happen when a Contact is Created or Contact is Update with the field being Admin Email for the contact.
This has been an on going struggle for me with this software. If anyone has solutions for this please let me know. Thanks!!