Options
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
Creating Email trigger when document is uploaded to deal
New Member
a week ago
Hi everyone,
Here's what I'm wanting to do:
Trigger: Our accounting team uploads an executed contract into a deal, showing that it's closed and won.
Need: an automated email to go to the account owner letting them know the contract was uploaded
Seems very simple to me, but I'm not sure if it's possible.
Sales Hub Starter and Marketing Professional
Thanks,
Joey
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Email to a Friend
- Report Inappropriate Content