Email Workflow that works with Multiple Contacts per deal

Zach Garrison
Zach Garrison Posts: 13
Second Anniversary Photogenic
edited June 5 in Workflow Automation #1

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. 

 

Any suggestions?

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited May 31 #2

    Try using a third-party platform like Zapier or Make to set this up to send the email to multiple parties at once. 

  • Juho Koski
    Juho Koski Posts: 40
    10 Comments Second Anniversary Photogenic Elite + Premier Solution Provider
    edited June 2 #3

    Hello Zach,

    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
    [email protected]