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How to route workflow notifications to Deal Rooms

Jessica Sherwood avatar
Written by Jessica Sherwood
Updated over 2 years ago

Once you've set up a deal room trigger, you'll want to route certain notifications to an active deal room to keep team members informed of deal movement (or lack thereof, for that matter!).

Just a few easy steps allow you to route existing or new workflow notifications to deal rooms.

1. When selecting the recipients for the workflow notifications, click the "Select Salesforce channel field" link below the field.

2. When the modal pops up, ensure "Opportunity" is selected from the list of objects on the left (it should default to this automatically) and then begin typing the name of the deal room channel custom field.

3. Once you've selected the field, close out of the modal. Congrats! You've successfully added deal rooms as a recipient for a workflow!


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