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Customer experience | Sales, Customer Insights,...

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Send Email Using Template with Power Automate

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Posted on by nvrhughes

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Hello,

I am trying to send an email using a template with Power Automate. We currently use the traditional workflows to do so, but was hoping to update them.

The issue is with performing the unbound action. In our current workflows, we are sending the email to the parent contact of the lead.

Saying this, our templates live on the lead entity so we can retrieve information from the lead and include it in the body.

This is the part that I cant seem to accomplish in a flow.

Since our templates live on the lead entity, it wants the recipient object to be a record from the same entity.

For example, if I use a template on lead entity, the recipient can not be the parent contact of that lead.

I know this is the case because I created a test template on the contact entity and it works fine.

Is this a known limitation for flows?

Thanks!

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