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Communications / Workflow

Email Automations & Templates

Automation emails are sent to the client contact once your email domain is verified

2 active rules

Email library

Proposal sent

Your proposal for {{deal}}

Hi {{contact}}, Your proposal for {{deal}} is ready. Let us know if you have any questions.

Welcome aboard

Welcome, {{company}}!

Hi {{contact}}, Thank you for choosing us. We are excited to get started on {{deal}}.