I am trying to create a work around for automated emails and I think Zapier can help. I want it so when I moved my deal in hubspot to another stage and it has a specific field then it will send a automated email? I have put this in the AI bot but I am having a few issues adding an extra field apart from the pipeline and deal stage. Also I am having an issue linking the email to the deals contact.
I just want to check is this possible and what is the path to do this?
How do I send an email template when a deal stage and dropdown selection changes in Hubspot?
Hi
In order to do that you will need to add a filter AFTER the trigger that has this other field as an argument. It will not be added in the trigger.
Hope this helps
So would it look like this with a filter inbetween?
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/42444224-fc91-4338-b03d-8476b6112295.png)
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/645662d2-c0e7-49c3-af91-3cef82cef272.png)
Click on Update Deal Stage (the trigger) and click continue, it will ask you to Test Trigger
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/7381d1bc-e340-4ce4-a2b7-4198cfc6181f.png)
You will probably need another step which is Find Contact which would then find the contact associated with this Deal so you can find their email address
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/ff6f561a-2a8a-4123-8537-517ca4ae6f0d.png)
Dont go to “Custom” , go to “First Search Property Name, you should do it with the ID (if its one of the properties)
![](https://uploads-us-west-2.insided.com/zapier-ca/attachment/d0b4b27e-e7eb-44cc-a5e7-96ca5f8baa1c.png)
Hi
I’m jumping in to see if I can help!
Could you please send a screenshot of the error you’re running into after testing the action step?
I'll be keeping an eye out for your response!
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