topic Automated email in Workflow based on Deal owner in Tips, Tricks & Best Practices

Automated email in Workflow based on Deal owner

ah2x — Mon, 18 Nov 2024 02:59:23 GMT

Hi there,

I want to create a series of automated follow up emails from our sales reps once a new customer enters our onboarding pipeline.

Is there a way that I can add these email templates to the existing workflow and have it so that the email is sent from the Deal owner to the Contact?

i.e sales rep A sells to customer A, sales rep B sells to customer B. both customers enter our onboarding pipeline, but customer A only gets a follow up email from sales rep A and customer B only gets a follow up email from sales rep B.

Re: Automated email in Workflow based on Deal owner

karstenkoehler — Mon, 18 Nov 2024 05:13:43 GMT

Hi @ah2x,

Yes, to do so you would follow these steps:

Open automated email
Navigate to Settings tab
Click into From address dropdown
Click Add personalization token
Select Type Deal
Select Token Deal owner > Email

Make sure to test this before unleashing it on actual records in your CRM.

Best regards!

Re: Automated email in Workflow based on Deal owner

ah2x — Mon, 18 Nov 2024 05:12:50 GMT

Hi Karsten,

Thanks a lot! Can I confirm step 5 is actually Contact and not Deal?

Re: Automated email in Workflow based on Deal owner

karstenkoehler — Mon, 18 Nov 2024 05:14:31 GMT

@ah2x I took the wrong screenshot there, you're of course right. Type Deal, Token Deal owner > Email. Just updated my previous reply. Have a great day!