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Hey all, 

 

Got quite a beefy flow here. Currently, I'm checking for closed lost deals that are over 10 months old, then iterating through them in a loop to add a task for the account owner to see, then segmenting by industry and finally by lost reason so that I can send a sequence of 2 to 3 emails.  

 

I'm a bit stuck on how to gather each contact from the opportunity (I want to send the email to all contact roles) - is this something I'd need to use a Get Records component for, to then add into the Send Email action as an address list?  

 

I've added an image for clarity, but let me know if you need it in another format - thank you! 

Send email to all contacts roles in opportunity as part of schedule-triggered flow

 

 

 

#Flow

2 个回答
  1. 2025年2月26日 12:18

    great thank you @Matthew Sai

    - can I do that as part of the existing loop which is adding a task?  

    Would that text collection then be accessible using the send email action for individual opportunity IDs? 

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