Workflow Automation-- Sending an email from the current thread. Asking for advice.

Laura Martin

We would like to set up an automation that causes an email template to be sent to the Deal Contact Person once a deal reaches a certain stage. It is important that the email be sent within the thread reflected in the deal.

How can we make this happen? If there is not a native integration, would love other ideas for implementation.

Thanks!

Andre Vill - DominateSales.io

Hi Laura!

You will have to put really specific Conditions in place for the automation to work perfectly. I suggest adding things in and then testing it out. 

I created an automation that checks the Pipeline, Owner, and Activates when the Deal has changed to a specific stage. Then send out the email template to the client. Picture below

 

Best regards,

Andre