Use opportunity custom fields in email builder
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Drew Loewen
It would be great to utilize custom fields we create that are attached to opportunities in the email builder. Right now, I can do this w/ custom fields attached to contacts, but since many contacts might have multiple opportunities, being able to use fields linked to a specific opportunity would allow more automation for us.
My use case:
- Client books video project.
- We edit project.
- Ideally: add link to download to a custom field for the OPPORTUNITY
- Automate email template to pull this link from the custom opportunity field & send.
I'm using this w/ a contact-linked custom field, but if a client has multiple opps, I can only send one link (or other value) at a time.
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J
Joey Foley
I agree, there are multiple scenarios where pulling from opportunity fields is necessary. I currently can't use the GHL AI to answer calls from customers because it cannot read or write from opportunity fields. If the customer has >1 product or project, essentially the bot is rendered useless or ineffective. I'm hoping there's a plan to resolve this and allow the customization to use opportunity fields instead of contact fields.
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Josh Hanson
This seems like a no brainer. Contacts have multiple opportunities in order to give different sets of data. Why would we not be able to send emails with opportunity fields? Right now we're having to copy things from the contact to opportunity and back and forth. It's frustrating.
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Gargi Jaiswal
Merged in a post:
Ability to Use Opportunity Custom Fields Inside of Email Templates
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Mariah | FG Funnels Support Team
We have users who would like to populate the "Opportunity" custom fields inside of emails that they send to their contacts. This is not possible in the email builder under Marketing > Emails - OR - in workflows at this time.