Allow transactional email sends using a certain template to trigger workflow actions
Often a sales process includes sending an email with followup information, which the prospect clicks on to move forward with the sale. That represents a deal stage. It would be great if sending the email from within the deal record, using a specific email template, would move the deal to the next pipeline stage. This could be done by adding automation filters based on sending a sales email using a particular email template. So I'd love to see this as a feature!
My Story: We use deals to track rebate/special pricing agreements we send at the end of the year. As certain templates are used/sent, it would be great to set up automation to update the deal stage. If we use the template saying "here's your signed copy" it would update the stage to Closed Won. I have added a workflow that updates the stage if a meeting is schedule, it would be great to have templates do the same. One less click! 🙂
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