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Hi all! Does anyone know of a way to pull the email address for a contact associated with a deal? We are trying to automate the creation and subsequent emailing of file to contacts associated with a deal when it is moved to “Deal Won” in our Sales Pipeline.

 

Any and all insight is much appreciated! Thanks in advance.

Hi @jakevermillion 

You should be able to add a “Find Contact” step using one of the deal fields as the search key, and from that get the contact email address.

Hi @jakevermillion! Did the answer from @AndrewJDavison_Luhhu help you out, or did you end up solving this in some other way? Please let us know if you still needed help here :)

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