Help configuring From address in automated email workflow

John Kalinowsky
John Kalinowsky Member Posts: 1
edited July 2022 in Workflow Automation #1

I've set up an automated workflow to send an email to the deal contact email when the deal is moved to a specific stage. The workflow is triggered by any user, but the email is always sent from my email address. 

 

 They all have their email sync configured to their own emails. How can I configure the automation so that the email is sent from the deal owner's email address?

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,483 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited June 2022 #2

    Hi @John Kalinowsky - The only workable solution is to ask everyone to set up this automation using their own account, and trigger it for them only.

    If you have any other questions or need further help, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Book a Call | Pipedrive Consulting | WhatsApp | Email

  • Matthew Baran
    Matthew Baran Member Posts: 25
    5 Up Votes First Anniversary 5 Likes First Comment

    I had the same question. I would like to request an RFE to add the "From" variable to the action items in setting up an email automation.

  • EmmanuelvdM
    EmmanuelvdM Member Posts: 3
    First Comment

    Email Templates are extremely useful.

    Automations are extremely useful.

    However, my observation is, they don't play together efficiently.

    The Lead/ Deal owner email should be inserted automatically.

    Emmanuel