Jan 4, 2020 3:33 PM
We are setting up a new pipeline for a product that has "two sides" to the deal. We are currently planning on having a single deal with multiple contacts.
In testing workflow automation I am trying to understand how to send different communications to the two contacts about the deal. But it doesn't seem possible:
-A deal enrollment workflow seems to send to all contacts
-A contact enrollment workflow would not have deal properties available
Am I missing something?
Is there any thoughts on a workaround other than "create two separate deals?" (and if that is the best plan; is there a natural way of linking them? )
Jan 6, 2020 9:17 AM - edited Jan 6, 2020 9:18 AM
Thanks for the idea!
I haven't directly tested, but, the description and display suggests that it will match "all deals" where "any contact has a property". Then when I added the "send email" action it suggested it would send to "all contacts on the deal".
I may just run that automation in a test site to double check.
Jan 12, 2020 4:01 PM
Ah, yeah - I see what you mean.
The other thing you may be able to try is making a workflow to sync each of the deal properties you need to the contacts, so that you could use them in a normal contact workflow. (I think that'd work with a deal - we use it in a few instances for company properties synced to contacts).