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Add deal moved to scheduled stage to email campaign

Add deal moved to scheduled stage to email campaign

Your deals that move into the scheduled stage aren't added to your email campaign, leaving contacts out of time-sensitive nurture. Add and subscribe those contacts so campaign managers can begin messaging same day.

Add deal moved to scheduled stage to email campaign

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Overview

When a deal reaches the scheduled stage, the contact should already be in your nurture pipeline. This flow captures the linked person, creates or updates a subscriber, and adds them to the campaign immediately so campaign managers can begin messaging same day and avoid manual list work.

Add deal moved to scheduled stage to email campaign