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Carlos Tasayco Silva Flow to send an email for the contacts
Hello guys,
I am in a trouble. Right now we are trying to automate emails to the contacts from an acount in an opportunity when this is closed. To sum up, we want to send a little questionary about the satisfaction each time we sell.
What am Idoing is this:
1. I've created an email alert.
I don't even know if my settings are ok. Object Opportunity and receiver related contact
2. I constructed this process
As you can see when the opportunity is in the stage "Orden/.." (Spanish) but it means closed, each time this should send the email alert I constructed before.
3. But I am receiving this error
Please could show me the correct way to do this kind of process, or maybe avoid the error I am receiving.
I look forward hearing from you as soon as possible.
Warm regards,
I am in a trouble. Right now we are trying to automate emails to the contacts from an acount in an opportunity when this is closed. To sum up, we want to send a little questionary about the satisfaction each time we sell.
What am Idoing is this:
1. I've created an email alert.
I don't even know if my settings are ok. Object Opportunity and receiver related contact
2. I constructed this process
As you can see when the opportunity is in the stage "Orden/.." (Spanish) but it means closed, each time this should send the email alert I constructed before.
3. But I am receiving this error
Please could show me the correct way to do this kind of process, or maybe avoid the error I am receiving.
I look forward hearing from you as soon as possible.
Warm regards,
Realated contact user might be empty. If you have relationship between contact and opportunity then update the contact email field in opportunity.
In the email alert Recipient Type should be email field.
If this helps, Please mark it as best answer.
Thanks!!
I have tried what you have suggested to me:
But still I have the same mistake.
I think the opportunity is related to a contact
I hope you can help me.
Warm regards,