Hey Team,

I might have missed this but is there a way to automatically schedule a call when an email from the Deals module is opened.

I know we can schedule calls on mass mails. On the email workflow, there is no Deals module, only Leads and Contacts and you can only create a task not schedule a call.

Do I need to write a custom function for this?

If I choose Contact in the Email workflow, will the call be associated with the Deal or just the Contact? Or should I also put the deal name in the custom function?