Send an email template from Contact Module when a stage deal is closed won from the Deal Module
I have the following scenario: I need to send an email template from the Contacts Module when the stage of the Deal/Potential Module is Closed Won. I tried the following approach:
1. I created a workflow in the Deal/Potential Module that updates a checkbox field as true in the Contacts module when the Deal/Potential stage is Closed Won.
2. The second workflow is created in the Contacts module and triggers when the checkbox field is modified to true, which sends the email template from the Contacts module.
However, the checkbox field update from the first workflow is not detected by the second workflow unless it is manually updated.
I need the email template to come from the Contacts module since the email contains a form that has an advanced Zoho CRM checkbox associated with the Contacts module so that the client can update information without having to enter any identifier such as the email.
Any idea on how to achieve this?
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Topic Participants
Oscar López Ledesma_
Vigneshwaran K
Ishwarya SG
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