Email Workflow that works with Multiple Contacts per deal

Zach Garrison
Zach Garrison Posts: 14
Third Anniversary First Comment Photogenic
edited July 2022 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?

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Comments

  • Boris Tsibelman
    Boris Tsibelman Posts: 946
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited 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. 

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