Add an Email Field to Opportunities that I can use to send an email to a Record Email in a Workflow

💬 General Discussion
1

Hello!

We have a custom integration with our website where an Opportunity is created when a user submits a form. We do not want to automatically create a Contact but record the submitted email against the Opportunity and then use it to send an email notification via a Workflow.

Could you please let me know if it is possible to add an Email Address field to Opportunities so that I can use Record Email to send an email via a Workflow when an Opportunity is created?

Thank you very much!

Vanessa

2

Not sure if I got the question, but you should be able to create an email field(TextField) on Opportunity and then refer it in WorkFlow.

3

Hi Asahu,

Thank you for responding - it was hard to explain!

In a Workflow for the Leads module, if you Select Action: Send Email the To drop-down is Email, Record Email, Related Field, User, Users where In a Workflow for the Leads module, if you Select Action: Send Email the To drop-down is Email, Related Field, User, Users - there is no Record Email option.

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At this point in our process, we do not have a Lead or Contact associated with the Opportunity as it is auto-created via a custom integration from our website.

Any help appreciated :slight_smile:

Thanks,
Vanessa

4

Any update on this? We have experienced a similar issue. Created an email (TextField) on the opportunity but when we click compose email from the opportunity the ‘To’ email is not prepopulated.

5

There should be the option “Field” on the dropdown, after the option “Users”. What is your SuiteCRM version?