Email Workflow that works with Multiple Contacts per deal

Zach Garrison
Zach Garrison Posts: 13
Second Anniversary Photogenic
edited July 18 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?


  • 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.