HubSpot Ideas

kurtw14

Set primary contact on deal based workflows for emails

In deal based workflows, if you trigger an email it goes to every contact on that deal. This is not ideal and sends the same email to several people at the same company. It would be extremely helpful if you could set one primary contact (default to the first person added to the deal) so that they are the only one that gets an email when a deal enters a specific stage.

1 Reply
Mike_Eastwood
Key Advisor | Gold Partner

Hi @kurtw14 

 

Did you solve this challenge?

 

We've just created a Primary Contact HubSpot Integration that may work for you?

 

Please let me know if you want to try it.

Mike