In NetHunt it is possible to send emails to related records (contacts, for instance), however, the scenario will be different depending on how many related records you have and how many people have to receive your email. If you have only one related record, please follow the instructions in this guide in order to send an email.

But there might be cases when you have multiple related contacts and all of them need to receive an email from you. For example, you have one deal with five related contacts and upon a deal stage, all of them are about to receive a notification from you. We will explain step by step how you should build your workflow automation for this kind of scenario.

In order to achieve your goal, you will need 2 workflows: the first one will update your related contact stage after your initial deal stage change, and the second one will send an email to those contacts. Let's take a look at the first workflow:

Trigger - your deal Stage changes to Presentation, for instance:

Action - you update the Stage of all the related contacts into presentation as well. You do not need to tick Update primary value only, because in this case only the primary contact will be updated, and this is not something you need:

With this automation you update the Stage of the related contacts into the same that you have in your deal. In fact, you can update any other field in contacts, like adding a tag, checkbox etc.

Later on this field update will be used as a trigger for the second automation in order to send emails to those contacts. Let's take a closer look:

Trigger - contact Stage changes to Presentation:

Action - send emails to those contacts that were updated (or anything else you might need to complete here):

That's it, now you can easily send emails to all of your related contacts and notify them about the changes within the deal, meeting scheduled etc.

If you haven't checked out the basics yet, here's some more info on what Workflows in NetHunt is and Sending automated email sequences.

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