Workflow Automation-- Sending an email from the current thread. Asking for advice.
Laura Martin Posts: 10
edited July 2022 in Workflow Automation #1
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.
Andre Vill Posts: 138edited May 2022 #2
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