I need to create a deal-based workflow to send emails to specific contacts associated with a deal. Rather than just all associated contacts, I need to send it to only the associated contacts that have a certain value in a certain contact property. To illustrate, we have a SaaS app in which users can have different roles/permissions, including a checkbox for "Send admin emails." We import this into HubSpot as a contact property for User Role, with "send admin emails" as one of the values. We want to use HubSpot to send some of those admin emails only to the contacts who have the value "send admin emails" in their User Role property. "Why can't you just use a contact-based workflow?" you ask. Great question! Because, within the emails, we need to include deal properties (particularly deal name), because the admin emails in question are deal-specific.
... Mehr anzeigen