Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage.
I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to check in on the project as to who was awarded. Once I know who has been awarded I can remove everyone else from that deal and focus on that one contractor.
Boris Tsibelman Posts: 998edited May 2022 #2
Try using a third-party platform like Zapier or Make to set this up to send the email to multiple parties at once.0
Juho Koski Posts: 40edited June 2022 #3
Please give me a call. I am 100 % sure Zimple can help you. I have been working with Pipedrive in the Finnish construction industry for 5 years and I know some struggle you may be facing. Anyway, I am also referring to message from Boris that this cannot be achieved without a third-party tool.
BR, Juho Koski, Zimple
+358 400 277 049