Push notifications from new Deals only with the primary contact associated and not all

[Monica_LL]

Hello, 

We have a workflow that everytime a new deal is created sends via slack to a sales channel the information of the contact associated to the deal.

But when deals have multiple contacts associated then it sends all the contacts. Is there a way to send only the primary contact? I tried giving associated labels but there is nothing in workflows that filter that.

[Lucila-Andimol · Accepted solution]

Hey @Monica_LL 

here is how to use association labels in workflows

Hope this helps

[karstenkoehler · Accepted solution]

Hi @Monica_LL,

Could you share a screenshot of your workflow? Here's how this would have to be approached:

1. Create deal-based workflow
2. Set up a notification as a workflow action
3. Use personalization tokens for the associated contact

Once the data source is added, you can pull in the personalization tokens for that primary contact.

Best regards!

[Lucila-Andimol · Accepted solution]

Hey @Monica_LL 

here is how to use association labels in workflows

Hope this helps