Need an action to send contacts that match opportunity field or tag an email.
complete
B
Brennan Sutey
Need to have an automation triggered by a opportunity pipeline change followed by an action that looks up all contacts based on certain criteria (like all contacts that have a contact custom field that matches an opportunity custom field) and send all those contacts an email and/or sms.
Log In
Activity Feed
Sort by
P
Prasoon Dadhich
complete
P
Prasoon Dadhich
Merged in a post:
Add Action to look up contacts by custom contact fields=custom opportunity fields then email the matches
B
Brennan Sutey
Need to have an automation that is triggered by an opportunity stage change and then have an action that looks up contacts based on one of their custom fields being equal to a custom opportunity field. Then it take the matching contacts and sends them a email template.
T
Tayla Cameron
You can use the contacts page, filter by tag and then mass select all of them, then send an email.
B
Brennan Sutey
Tayla Cameron thanks! But I need to be able to have an automation do this and remove the need to manually filter and send email.