Hi all,
When we move a deal to close, we’d like HubSpot to send an email that contains information from the deal (and it’s associated individuals)--student name, parent name, service to be provided, etc.--to a bookkeeper at an outside company who takes care of our billing. Is this possible? If so, I’d appreciate help building the workflow.
Thanks from a HubSpot Newb,
Geoff
Hi @Geoff_CATES
You would need to set up a workflow based on a deal enrollment trigger of when the deal goes into the Closed deal stage like the screenshot below:
The next action on the workflow can then be to send an external email and you will be able to add all the associated contacts to recevie this email.
Within the email itself, you can use personalised tokens to add in the deal information itself by clicking on the personalise button in the toolbar of the email editor:
And then choosing the type from Primary Company to deal and choosing the deal information to add in.
Hope that helps! Have a great day 
What tier(s) of HubSpot’s hubs have you purchased? Sales Starter, Pro, Enterprise?
