It is possible to merge opportunity field information into an e-mail communication.
For the context of this recipe we are assuming a sales pipeline with a stage named Appointment Scheduled and we are going to send an e-mail with the opportunity's next action date and time when a prospect is moved into that stage.
We need to be logged into Infusionsoft, inside a specific account, and have the sales stage created.
Hover over the main navigation and at the bottom of the CRM column, click on Settings:
In the Sales Settings menu on the left of the page, click on Pipeline Automation:
Using the Choose Trigger Type dropdown at the top of the page, select When moving from one stage to another and click on the Add Trigger button; this will open a popup:
In the Set Trigger Criteria section, configure for when moving into the Appointment Scheduled stage:
Using the Add New Action dropdown, select Send an email, fax, etc.:
