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

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