Automatic email when deal enters a stage?SOLVE
Sep 19, 2019 3:20 AM
We have a 3rd party form that automatically adds a new deal to one of two stages when submitted. If the deal is added to Stage A, all is good. If it is added to Stage B, we'd like to automatically send an email (based on a standard template) when the deal is added.
Is this a possibility, and what services/plans would I need to make this happen?
Thanks in advance.
Solved! Go to Solution.
Sep 19, 2019 4:51 AM
You can defintely do this very easily with the help of Sales Hub Professional Plan as its one of that allows automation based on Deals. You can create Deal based workflows like this way: