Deal Properties in Sales Email Templates

The sales email templates only allow the use of Contact & Company properties but a lot of contextual data is captured in the Deal. It would be great if we could use Deal properties in the email templates – we could make the emails way more relevant and avoid a whole lot of copy pasting we're having to do right now.

HubSpot updates
18 Replies
VagaeNatus
Advisor

A big+1 for this idea. Our lead form information is going into both contact and deal. The information saved on the deal is updated and enriched across the life of the deal. With the current CRM, users have 2 options and none of them is good:

1/ Save Deals' data on Deal object. => can't use that data in emails.

2/ Save Deals' data on Contact object. => well, that is the guaranty to get a very dirty CRM soon, that no one will understand and will want to use. It also creates challenges when a contact has more than one deal.

 

==> We need to be able to save Deals' data on Deal and to use it later on.

 

Thx, 

Adrien

ksellers
New Member

 I agree this would be a  great addition! To be honest I assumed that it was a possibility until I was creating a template and attempted to insert the deal properties I had created.  

vanessa
New Contributor

I agree. Our company could use this especially to personalize the emails to better close our Deals. 

breandax
New Contributor

+1 on this. There are many deal stages where an email blast can be used for follow ups or reconnecting with the deal contact(s)!

rentyn
New Contributor

+1 Please!!!!

VagaeNatus
Advisor

We need this urgently as 90% of our email tokens are in deals.

Rasmus
New Contributor

Agree - need this also!

Eumari
Regular Contributor

Agree! +1...This is essential as most follow ups and emails are sent to Deals being this the record with most updated info. We don't want to be going back and forth into the contact record, that will be a big discouragement for users. 

open_to_ideas
New Contributor

This should already be functional - its so straight forward and this has been on the forum since March without a response from HS HQ.

Beyerz
Visitor

This is an extremely useful feature and sorely needed.

 

We would like to automate certain parts of our deal with templated emails.

 

Firstly after agreeing to initial deal pricing, we would like to send our clients a summary of the deal with the deal price and certain custom properties.

 

After the deal has been completed, we would like to send our client a finalization email again with properties of the deal.

 

I hope this feature will be available soon. (even if the templates are defined to only be used within deals)