I am trying to set up automated deal alert notifications via workflow that trigger when a deal is moved to Closed Won it sends an email notification to the relevant members of our team that then need to go and action accordingly.
The email would be sent to our Operations, Marketing and Finance teams so Operations can execute the deal, Marketing can market their involvement, and Finance can then go and send an invoice.
Within our notification we then include what products they purchased, and who from the company needs to be contacted for finance, for marketing, for operations.
I have created Company association labels for the contacts to be assigned to, but am unable to insert these data fields into the workflow email
I am also unable to insert the Products on the deal into the email either.
It would be great if workflows could support this functionality in the future
Hi @SMorgan1 ,
while not ideal, I sometimes use a little workaround for these kind of internal emails. Unfortunately the internal marketing emails action is only available in contact based workflows, so using emails and deal tokens in those emails can be tricky. My workaround is, to create a contact based workflow and trigger it on associated deals (deal stage of the most recently updated deal). In that workflow I copy the deal properties that I need as tokens for the email to corresponding contact properties, send the internal marketing email, and clear the properties again. This of course only works if you have matching properties set up for contacts and deals and if the contact / deal association is clear. I’m not sure if this would work with products.
I agree, that using deal tokens in emails could be easier and more straight forward. Having internal marketing emails in deal based workflows would also be benefitial.
Best
Colin