Email Workflow that works with Multiple Contacts per deal
Zach Garrison Posts: 14
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.
Boris Tsibelman Posts: 946edited 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