Heap CRM Automation Comes to Related People

Heap CRM's ability to automate tasks simply by creating an event is one of its most powerful features. Using this ability, you can automatically send email, perform actions on prospect, setup future events and more. This ability is now available for related people.

Suppose you want to send an email. But you want to send it in a week, to a supplier, not to the main contact:

This works just like when you send to a prospect: you can execute email commands, use variables, use the content of the event itself. However, in this case it is sent to the related person and the person variables are replaced with the related person's data (other variables relating to the transaction stage, event, etc. are still replaced with the appropriate data).

More than just email …

Like events connected to the main contact of the transaction, you can also evaluate the the description box with any set of email commands on any schedule. Just create an event, fill the commands into the description and select "Execute description box".

Use event templates to create events

But you can do all of the above with event templates as well. From the prospect detail page, select to run a template and choose the person you want to use for contact data:

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