Automated email - multiple email addresses needed

Mark Fulton
Mark Fulton Member Posts: 2 PIPEDRIVE USER
edited July 2022 in Workflow Automation #1

Hi All, 

I'm trying to setup a workflow that will automatically send an email template out when a deal stage is changed. Problem is it appears I can only select from a few options. There are multiple emails that I need to be CC'ed on and I'm hoping it can automatically pull from certain fields. 

I'm in the mortgage business so there are emails that need to go the the buyer, the buyer's agent, listing agent, etc. but I'm not sure how to automate that. Is there a way to accomplish this?

TIA!

Mark

Comments

  • Edie Mew
    Edie Mew Member Posts: 161
    5 Up Votes 5 Likes First Anniversary First Answer
    PIPEDRIVE USER
    edited April 2022 #2

    Hi @Mark Fulton it sounds like you may need a few workflow automations to accomplish all email templates to go out. Thinking about the recipient, how are you storing these contacts on Pipedrive?