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

Michelle Cornick

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 (AmitSarda.xyz)

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

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