Question
Send email to a contact with a specific opportunity role on an opp at a specific stage
Is this possible? i.e. when an opportunity reaches a certain stage e.g. proposal, and a checkbox (on the opportunity) has been set to true, e.g. send email x, an email is sent to the contact which has a defined contact role on the opportunity e.g. decision maker.
My use case is in SFDC.
My work around is to create a campaign that individuals can be added to when an opp reaches a certain stage. Being added to the campaign would trigger the email send. Or potentially to create a check box on the contact record which by checking would simply fire the email. Any other alternatives if no solution?
My use case is in SFDC.
My work around is to create a campaign that individuals can be added to when an opp reaches a certain stage. Being added to the campaign would trigger the email send. Or potentially to create a check box on the contact record which by checking would simply fire the email. Any other alternatives if no solution?