Pipeline: Email Automation

Tags: Keap-Pro

This article applies to:

You can automatically send an email when a deal moves to and from stages in your sales pipeline.

  1. Click the gear icon, then click Configure automation on the stage that you wish to automate

  2. Choose whether you want to send the email when moving into or out of the stage.

  3. Choose the action to Send email

  4. 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!