You can send automated notifications to deal owners when contacts complete a desired behavior or when a deal is added or updated in a pipeline.
Take note
If editing an "Active" automation, we recommend setting the automation to "Inactive" before making changes. When finished, set your automation back to "Active" so contacts can enter and proceed through your workflow. Learn how to make automations "Active" and "Inactive."
Add and configure the "Send a notification email" automation action
- Click Automations on the left menu to navigate to the Automations Overview page.
- Click "Edit" for the automation you want to update or create a new automation.
- Drag the "Send a notification email" action to your automation. This is located under "Sending Options."
- A modal window will appear where you can create your notification email:
- Subject line (Required)- Type your subject line into the field provided. Note that you can add an emoji and personalization by clicking the emoji and lightning bolt icons
- Send to - Click the "Send to" field, then click the email address of the user who should receive the notification. You can select up to five email addresses
- From - This field displays the name and email address of the user configuring the action. To change these fields, click "Edit." From here, you can edit the From name and email address. You can also click the lightning bolt to add personalization. When finished, click "Done"
- Write your message - Type the message you want the notification to send. You can add styling, bullet points, and personalization to your message
- Preview - Click the "Preview" option to see how the email will look to the receiver
- Click "Save" when finished