Email Automation - email to be sent from user email

StartSteps - Sales
StartSteps - Sales Member Posts: 4
First Comment First Anniversary
edited July 2022 in Workflow Automation #1

Hi there,

We would like to create a Sales Team Email Automation that;

- if the team members moves a deal in the pipeline
- it sends an email from that users email 

At the moment, we can only do these two things;

- Create a worklow in admin that triggers for all users, but comes from admin email
or
- Create these same workflows across all sales team accounts (lots of work & hassle)

How can we solve this?
One workflow for all users, but sending the email for their email accounts.



 

Comments

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary Elite + Premier Solution Provider First Comment 5 Likes
    edited July 2022 #2

    Hi 👋,

    It's a good question and the answer is no ... 
    You cannot send emails for other users.

    This is to block you because you do not have the right to communicate in place of the user himself. So you can't send emails instead in automations.

    I hope this explanation answers your question! 

    Do not hesitate to come back to me if necessary.

    Have a great day ! 👋

  • StartSteps - Sales
    StartSteps - Sales Member Posts: 4
    First Comment First Anniversary
    edited July 2022 #3

    Hi 👋,

    It's a good question and the answer is no ... 
    You cannot send emails for other users.

    This is to block you because you do not have the right to communicate in place of the user himself. So you can't send emails instead in automations.

    I hope this explanation answers your question! 

    Do not hesitate to come back to me if necessary.

    Have a great day ! 👋

    Could the user not have the option to select admin created workflows that are already made, and give their permission to use and email with.

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary Elite + Premier Solution Provider First Comment 5 Likes
    edited July 2022 #4

    Hi 👋,

    It's a good question and the answer is no ... 
    You cannot send emails for other users.

    This is to block you because you do not have the right to communicate in place of the user himself. So you can't send emails instead in automations.

    I hope this explanation answers your question! 

    Do not hesitate to come back to me if necessary.

    Have a great day ! 👋

    Actually no ...
    He has to do the all workflow on his account.
    To do that, you need to use Zapier or Integromat.