Is there a way to create internal email using Worklow Automation?

Michelle Cornick
Michelle Cornick Member Posts: 3
edited July 2022 in Workflow Automation #1

Hi all, 

We often require different teams to perform tasks depending upon the point in the timeline.  For instance, when a new deal is added, I require our technical team to perform qualification before the deal can progress.  In our other CRM we would have a rule where an email & activity would auto generate for said activity and email them.  The reason for the email is due to them spending very little time in the CRM.  From what I can tell, only the email owner, creator or deal contact can be emailed.  Any ideas?


  • Amit Sarda (
    Amit Sarda ( Member Posts: 1,451
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited October 2020 #2

    You can add any email to the 'To' field in the automation.

    Simply type the list of emails in the To field, separated by commas.

  • Michelle Cornick
    Michelle Cornick Member Posts: 3
    edited October 2020 #3

    Thanks so much Amit.  Didn't realise it was that simple.