Opportunity Custom values in email body
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vikrant malik
Currently, we are only able to use contact object custom fields in the email to populate values, but when we try to use the opportunity object in email it is not working as of now, it would be nice if we can use them in the email body so we can send notifications and emails to user and customers from opportunity
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Michael Orr
Please see comment from Rob Hole below. After I changed the trigger to a change in opportunity stage instead of a contact tag, I was able to include opportunity custom fields in emails.
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Cory Hogan
Michael Orr How? Were you able to pull opportunity custom values into email body messages using snippets? I can create a wf trigger based on opportunity>custom opp field, but I cannot get that same customer opp field to populate in the email body of a snippet, be it generated from WF or manually inside Contacts>Email>More>Contact>Custom Fields etc.
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WebMyMoney Administrator
We need this urgently
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Rob Hole
You can already do this now, you just have to make sure the automation/workflow trigger is the opportunity itself so if you make it change stages/etc then anything in that workflow can use the opportunity custom fields. I use them currently in mine without any issues.
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Pallavi Kothari
Merged in a post:
✅ Ability to use opportunity fields in emails etc.
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Iver Aune
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Pallavi Kothari
Merged in a post:
Reference Opportunity Fields
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Jakin Harper
Make opportunity fields referenceable across the system
Currently, there is no way for Docs, emails, etc to reference any field starting with "{{opportunity."
This is huge for pipeline automation.
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Jakin Harper
Dead on! Unless these fields are usable across the system & in external comms, then it's a useless feature.
Daniel Tenney
Same thing happens for documents/contracts. I would like to put opportunity values in documents and contracts and not be limited to contact object custom fields.
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Juan Román Sáez
This is a very interesting topic. I would like to send email templates to the customers, including Opportunity data in them.