I was trying to build a new deal-centered workflow. Whenever the deal is moved to closed lost / won, we want to send an internal notification to the commercial team members.
Currently, it is only possible to send an external marketing email.
I suggest adding 'send internal marketing email' task to deal centered workflows.
Thank you for adding the Internal Email option in Deal based workflows - very handy!
However, there doesn't seem to be a way to add contact or company details in the notification. This is fine if we've included company details as part of the Deal name or Deal description, but if not it can be confusing know which company the deal relates to.
Would also be really useful if one of the Deal tokens available was the Deal URL so that we could easily click through to the Deal in HubSpot, right from the internal notification.
I was so excited for this new functionality and wanted to draft the new notification, but couldn't add any contact or company tokens. Would be great to include it.
Thanks for the additional feedback! If there are multiple contacts associated with a deal, which contact's info would you want to the token to pull in?
We use a property called "role" on contact, so we would use that to know who to send the email to. Challenge with that is that we can't enforce a deal to have no more than one "role = ABC" contact, so it's error-prone.
If there are multiple contacts on a deal (which is quite often the case) I'd want to include all of the contact details in the internal email.
Our email subject would ideally be:
Company | Deal name | Deal ammount
Our email description would be just about every other property:
Deal name (again)
Deal description
Deal amount (again)
Deal company (again)
Deal contacts (probably a comma separated list of the contact names)
Deal owner
Deal closed won reason
Deal URL
In terms of priorities between company and contact details, I think the company associated with the Deal is the most useful. Having the contact details is a nice to have.
