You can automatically send an email when a deal moves to and from stages in your sales pipeline.
- Click the gear icon, then click Configure automation on the stage that you wish to automate
- Choose whether you want to send the email when moving into or out of the stage.
- Choose the action to Send email
- Now, just configure your email. By default, the email will be sent from the owner of the contact record on the deal.
Pro-Tip! Don't forget to personalize the email message using merge fields!