Email Automation
I am looking to automate an email going out based on status change at project level. What I would like to do is send the email to a custom field that is filled out when the request is put in that creates the project. It appears that the automation rule only allows a static email address to be added to the automation rule. Please advise if I am overlooking something
Hi Ped Watt,
actually is not possible to achieve what you want.
You need to integrate Wrike with other 3rd party tools.
Pietro Poli, I was afraid of that, but wanted to confirm I wasn't missing a checkbox anywhere
Ped Watt, if you use Wrike Integrate you can achieve your goal.
Pietro Poli We are switching our CRM to Sales Force and integrating Wrike in Q2 or Q3 next year, and planning on doing it through that integration then, was hoping for a native function as a stop gap. Thank you for the suggestion