Simple Internal Emails from Contact Workflow

KristaGruber
Participant

We need the ability to trigger simple internal emails from within a contact based workflow. We want to notify our sales team via email if they have a contact they haven't followed up with after a certain period of time. This function is available in company workflows, but we need it for contacts as well.

1 Reply 1
Nynke_HM
Top Contributor

Hi @KristaGruber ,

 

I think I understand your issue and might have a solution for it. We use a lot of those internal emails in contact based workflows for our clients. I think the internal email function (optionally combined with task creation) could help you out with this. For example:

 

Community - Workflow email reminder.png

 

In your case, you may want to include this functionality in one of your existing workflows, for example in an if/than branch.

 

Hope this helps you out!

 

Best,

 

Nynke

 

 

 

 

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