Opportunity Notification - Dynamic Recipient in Automations Based on Owner
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Petr Sobíšek
Currently, there are no opportunity notifications at all in the Business App/Partner Center. We would like to create Automation to notify user, when they are assigned to an opportunity, but Automations do not allow setting the notification recipient dynamically based on the Assigned User (Owner) field of an Opportunity (or similar CRM object). Instead, each notification action requires a manually selected user, which severely limits notification workflows for sales teams.
Proposed Enhancement:
Please enable the ability to use field variables (e.g., Assigned User) as the notification/email recipient in Automation actions. This would allow automations such as: "When a new Opportunity is created, automatically notify the person assigned to that opportunity." This capability would significantly improve workflow efficiency, especially for teams managing leads and opportunities with multiple salespeople.
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Gabriel Tsoi
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complete
Hey Petr Sobíšek, the Notify a user step in automation now support passing in variable (Including the opportunity owner) dynamically!
Sumi Uzir
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under review