Workflows · 1 min read
Send Email Action in Company and Custom Object Workflows
What it does
Company and custom object workflows often involve several contacts linked to the same record. The Send Email action lets those workflows email the associated contacts directly, so you don't need a separate contact-based workflow for each case.
Turn the feature on
- Go to Settings → Labs.
- Find Email Action in Company & Custom Object Workflows and turn it on.
Set up the action
- Go to Automation → Workflows and open a workflow that uses a Company or Custom Object trigger.
- Click + and add the Send Email action.
- Under Recipients, choose which associated contacts get the email. For example, every contact on the company, or only contacts with a specific association label.
- Pick a template or write the email, then set the From name, From email and Subject.
- Save and publish the workflow.
Good to know
- Only contacts associated with the record are eligible to receive the email.
- Contacts who have unsubscribed or have DND on for email are skipped.
- Use custom values and record fields to personalize the message.
- Test the workflow on a sample record before you publish it.