Introducing email action in company and custom object workflows

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We’re excited to announce that Email Actions are now available in Company and Custom Object Workflows.

Previously, workflow email actions were restricted to contact-type workflows. With this release, you can now send automated emails directly from workflows built on:

  • Company workflows
  • Any custom object workflows
  • Automate emails from Company and Custom Object workflows.
  • Reach associated contacts without needing to build additional workflow logic or trigger it manually.
  • Support multiple custom business processes and use cases.
  • Enable in Labs – Navigate to Settings > Labs and enable “Email Action in Company & Custom Object Workflows”.
  • Open a Company or Custom Object workflow.
  • Click ‘Add Action’ and search for ‘Send Email’. image
  • Select the association label(s) to identify the contacts who should receive the email.
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  • For Custom Object workflows, choose whether to send to the earliest associated contact, the most recently associated contact, or all associated contacts.
  • Add the email subject and content.
  • Save and publish your workflow.
  • Emails are sent using the domain configured for Bulk Email.
  • You can select up to 10 association labels for a single email action.
  • If a contact matches multiple selected association labels, they will receive only one email.