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Infusionsoft Cookbook by Paul Sokol

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Merging custom opportunity fields into e-mails

It is possible to merge opportunity field information into an e-mail communication.

For the context of this recipe we are assuming a sales pipeline with a stage named Appointment Scheduled and we are going to send an e-mail with the opportunity's next action date and time when a prospect is moved into that stage.

Getting ready

We need to be logged into Infusionsoft, inside a specific account, and have the sales stage created.

How to do it...

  1. Hover over the main navigation and at the bottom of the CRM column, click on Settings:
    How to do it...
  2. In the Sales Settings menu on the left of the page, click on Pipeline Automation ...

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