In emails you can add fields from Contacts and Companies, but not from Deals yet. Adding deal information is critical to setting up internal notifications.
This capability is absolutely integral to our email marketing plan. Please enable this features asap. Thank you.
This would be great!
Yes, please add this feature!
Hi everyone, wanted to share that this is now possible for automated emails built for deal-based workflows inside of HubSpot.
Now, when an email is saved for automation, the next time you open the personalisation token window, there will be Deal (and Ticket) tokens available under the Type dropdown inside the pop up window. (might require a refresh of the email editor to get them to show up, an issue we're working on). See image here.
These tokens are currently available within automated emails, which should solve almost every use case mentioned here. Unfortunately it is not possible to use these tokens inside bulk emails (i.e. non-automated emails) or Contact-based workflows as we are unable to be sure of the specific deal that should be referenced to populate the tokens, a limitation mentioned in one of the workarounds above. We hope that this solution sovles for every case, if there are use cases that are not solved we'd encourage a new idea to be posted with the use case described and we'll do our best to find a solution. Thanks again for your feedback everyone.
A step in the right direction, still not the full functionliaty we need.
Thanks - today I'm gonna seem like a wizard to the sales people.
I'm still unclear how I can send this as an internal notification?
There are two email options in a deal based workflow.
So where can I build a real internal email notifcation of a closed won deal? I can't use Deal tokens in Contact based workflows and I can't use a template to send to my internal people...so can someone help here as I am clearly failing to see where a big use case was addressed with this new functionality?
Hi @spogue, looping in @bellawu who works with the Workflows app itself to clarify what the plan is here to enable fully templated emails for internal notifications, unfortunately I don't know to the answer to that myself.
Thanks @Shay. Looking forward to hearing from you @bellawu. Even a workaround work be nice for this as announcing wins via email is surprisingly hard.
Agreed. We sync to SalesForce, so my customer appointment date and time are coming from the Opportunities, and flowing into HubSpot Deals. I can't send the customer a "here is your appointment time" email as it currently sits.
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