How to send an email using the email newsletter template when a deal appears in Bitrix24?

Question

Bitrix24

Is it possible to send an email with a template from the CRM marketing section in Bitrix24 when a new deal appears?
I will clarify. You can send a regular letter, but we are talking about templates created in the email distribution section of the CRM marketing section. (How to do this using robots and business processes?)

Answer 1

You can make a new stage in the deal, for example, "send a letter", make the same letter template and set up robots to send a letter if the deal is in the "send a letter" stage