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Irrum Uddin
Currently, we can add multiple secondary contacts to a single opportunity (up to 10 per opportunity card), which works well from a CRM perspective. However, workflows still operate primarily using the primary contact’s details.
What we need is the ability to reference and pull in the associated secondary contact(s) within a workflow. This would allow us to either:
  • Pass the secondary contact’s information via webhook to another workflow
  • Use their details directly within email/SMS bodies (e.g. name, email, phone number).
At the moment, that limitation is restricting how we can automate communications and handoffs when multiple contacts are tied to the same opportunity.