Ability to add opportunity name in emails like a custom field
S
Sam Jeacle
It would be great to have the ability to call out an opportunity name in an email in the same way you can add custom fields, names, etc.We want to use this feature in email automations that follow up with leads and specifically reference the opportunity in question, eg:Hey Sam!Are you still interested in proceeding with {{opportunity.name}} ?
HIGHLVL-I-6179
Log In
Activity Feed
Sort by
K
Keith Besherse
Yes, the ability to assign the Opportunity Name to a Custom Field for updating documents and reports.
K
Keith Besherse
I am trying to do two things. Both of which require a workflow initiated by the inbound email trigger to initiate action on the contact record of a person referenced in the email. The inbound email would be system generated (so we know the from email address). It would either be TO the account dedicated sending domain (DSD) with the contact ID &/o email in the body or TO the contact and cc to the DSD. I can get the workflow to recognize that the inbound email meets the criteria to be processed. But Find Contact doesn't find a different Contact, it thinks I am trying to confirm that the system email exists in the account.
Here are a couple features that I think are missing in automation for emails: