Automated Workflow Email by Deal Owner

Ric Starost
Ric Starost Member Posts: 2 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

As a Pipedrive Admin, I would like to set up automated emails, using templates, based on when a deal is moved to a new stage by a sales rep. I understand how to set up the workflow. My question is, since I set it up, will the emails come from me or will they be sent from the owner who moved their deal to the new stage? We each have our outlook synced with Pipedrive to send emails. I want it to look like the email came from the deal owner. 

Comments

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 148 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 5 Likes
    edited May 2022 #2

    Hi Ric!

    Currently, the workflow automation creator's email will be used to send the template. If you want to send the template using the deal owner, you will have to create the same workflow automation on every person's account and set the triggering as "Trigged by me only"

  • EmmanuelvdM
    EmmanuelvdM Member Posts: 3 VERIFIED MEMBER
    First Comment
    #3

    Email Templates are extremely useful.

    Automations are extremely useful.

    However, my observation is, they don't play together efficiently.

    The Lead/ Deal owner email should be inserted automatically.

    Emmanuel

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