I'd like to know whether such an automation can apply to an email activity as well. Right now, I have to mark each email activity as done one-by-one, which is rather tedious and cumbersome.
Email Automation0 followers2 questions12 posts
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I want to save time and limit the risk of error when I won a deal.
Let’s say that I have a deal and there are products attached to it.
When I click the deal is “won”, is it possible to send an automatic email to a colleague and include this information :
- Company name + info
- Contact name + info
- All products ordered in the deal
This would be a “purchase order” from the customers that doesn’t use PO.
Thanks for your help!
Hope you're all safe.
I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2.
Is this already working and I just don't know how? Is this in dev? or only on the roadmap?
Thanks for sharing your thoughts as usual :)