Answered

Automated emails to opportunities at a certain stage of the pipeline.

Is it possible to set an automated email to my opportunity contact at the beginning of a stage in a pipeline?  I am setting up the criteria to be 1. pipline, equals, (name of pipline) and 2. stage, equals, (name of stage). Then when I am trying to setup the action, I choose send an email. The problem is when I try to select the person I am sending it to, it only allows me to select users.  

0

Comments

3 comments
  • Hi Santiago,

    It's not currently possible to email a linked lead or contact from an opportunity Workflow Automation.  Opportunity records also do not have an email address field, natively, that you can use to send the email.

    One option you could use as a workaround would be to have the workflow generate a notification to your user with the information from the opportunity, letting them know that they need to send an email to the client.  You could also create a separate workflow for leads or contacts that creates the email you want to send based on the status of a custom field, and use the opportunity workflow as a way to notify the record owner that they need to select that option.

    0
    Comment actions Permalink
  • Hi.  I think I have done the above,  but would like to check I've done it correctly.   My client wants automated emails to be sent to clients after a quote has been sent - to remind them to accept etc, so once there is an Opportunity.   I've done this by setting up a workflow on the contact which works then a particular custom field is selected in that contact and that happens when the lead is converted and the opportunity and contact are created. 

    I['m thinking now it would have been better to create the workflow off the lead rather than the contact so we don't have the issue that emails will only go to the first lead attached to a contact. 

    Does that sounds right?   Presumably if I set up the workflow off the lead it will work just the same, automatically. 

    0
    Comment actions Permalink
  • Hello Helen,

    Yes, you are correct in the way you set up your workflow automation and I agree with creating the same workflow but for Leads rather than Opportunities. 

    Thanks! 

    0
    Comment actions Permalink

Please sign in to leave a comment.