Hola! ¡Tenemos nuestra Comunidad en Español!

Send email to a deal/contact property using deal-based workflow

As a marketing/sales user I want the deal-based workflow step of 'send internal email' to allow sending emails to a property that stores an email address.

 

This functionality exists in a Contact-based workflow in the 'Send internal email' workflow step - however it is needed in deal-based workflows.

 

Currently in deal-based workflows you can only send internal emails to Hubspot Users. Alternatively you can send email to all contacts associated with the deal. However, there is no way to automate associations. Our Deals are created in Salesforce and synced into Hubspot, so there's no way for us to control the associations.

 

Ultimately, this is needed to allow email campaigns triggered by deal-based properties, such as a Welcome/Onboarding email campaign, or an End of Deal email campaign.

1 Reply
HubSpot Product Team
HubSpot Product Team

@simonh321 thanks for sharing this feedback! To clarify, it sounds like you'd like to send emails to contacts associated to deals, for example when a deal moves to closed won, send a welcome email to the contacts associated to the deal - is that correct? Can you describe the issues you're encountering with the associations not carrying over in the Salesforce sync?