Hi, I am looking to automate email with attachments when a lead is received

Cynthia Karigawai
Cynthia Karigawai Member Posts: 3
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  • Arthur_70084
    Arthur_70084 Member Posts: 74
    edited March 2022 #2

    Hey @Cynthia Karigawai,

    I'm Arthur, a French automation specialist and Make / Integromat expert partner.

    I would love to speak with you about this project. Furthermore, I've already done this kind of automations for myself and clients :) 

    If you are interested, you can book a call with their : https://calendly.com/soustellepro/free-30-minute-audit-and-consultation?month=2022-03

    Or, if you prefer, you can reach me here : https://tally.so/r/m6z8om

    Have a great day !

    Arthur

  • Edie Mew
    Edie Mew Member Posts: 161
    5 Up Votes 5 Likes First Anniversary First Answer
    PIPEDRIVE USER
    edited March 2022 #3

    Hi @Cynthia Karigawai  a great query! 

    You can solve this by editing the email template you wish to send via Automation, by adding the attachment you'd like to include. Be mindful if the attachments need to be edited prior to sending, you can't make any changes when an email is sent via Automation - it will send as is (with any data merge fields populated).

    I hope this helps answer your question

    Thank you,

    Edie

  • Cynthia Karigawai
    Cynthia Karigawai Member Posts: 3
    edited March 2022 #4
    Edie Mew said:

    Hi @Cynthia Karigawai  a great query! 

    You can solve this by editing the email template you wish to send via Automation, by adding the attachment you'd like to include. Be mindful if the attachments need to be edited prior to sending, you can't make any changes when an email is sent via Automation - it will send as is (with any data merge fields populated).

    I hope this helps answer your question

    Thank you,

    Edie

    Thanks a lot