Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that…

Hi @OBetzalel , It should be possible to have a workflow that allows you to send an email to all contacts associated with a …

Hi @OBetzalel , It should be possible to use a workflow to copy the value of that Status field to a Custom Deal Property, th…

Hi @OBetzalel , As I indicated, this will require a three step Zap in Zapier, like this: [2024-04-18 - 08_24_57 - Untitled…

Hi @OBetzalel Yes, you can just type the fixed email address into the notificaiton email when you configure that step of the…

Hi @RBonasoro0 and thanks for the tag @chighsmith , In your example, is the manufacturer’s rep a contact, or are we talking …

Hi @RBonasoro0 - I would use a sync property and a couple of workflows to share this value across all three records (Custome…

@trevordjones We have a custom object that is related to a Deal object (Not related here to anything with a contact). We wan…

@trevordjones Thanks for the quick reply! We have 15 fields we need to send from that custom object. We must use the custom…

Hi, I am trying to create a similar workflow. When a deal is created, we need to send it to the email on the associated objec…

Hi @RBonasoro0 , Thank you for posting to the Community! I’d like to tag in our Subject Expert, Trevor, since he was able to…

Hi Trevor, Thank you for responding. Yes, they are also a contact, but I am trying to send them a form field from another co…

Workflow - Send email to External email from custom object

Smart CRM & Sales Hub Tips, Tricks & Best Practices

OBetzalel April 18, 2024, 12:38pm 7

@trevordjones Thanks!, If we will create a dedicated email address with a user and then we will configure with the IT to forward this email, it will work right?

Thanks!

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Workflow - Send email to External email from custom object

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