Automated email in Workflow based on Deal owner

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

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.

2

Hi @ah2x,

Yes, to do so you would follow these steps:

  1. Open automated email
  2. Navigate to Settings tab
  3. Click into From address dropdown
  4. Click Add personalization token
  5. Select Type Deal
  6. Select Token Deal owner > Email

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

Best regards!

3

Hi Karsten,

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

4

@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!