Send Emails from Company and Custom Object Workflows

Workflows built around companies or custom objects can now email the contacts linked to those records, without a second Contact workflow. This is a Labs feature, so enable it before use.

Typical uses

• Welcome emails when a new company or record is created.
• Renewal reminders for policies or contracts nearing expiry.
• Property or listing updates for associated leads.
• Follow-up messages based on service history.

Set it up

1. Open Settings > Labs and enable the email action for company and custom object Workflows.
2. Create or open a company or custom object Workflow.
3. Click + Add, choose Send email under Communication, or search for it.
4. In Email Recipients, pick All associated contacts. In custom object Workflows you can also pick Most recently associated contact or Earliest associated contact.
5. Optionally choose one or more Association Label values to target certain relationship types (custom objects only).
6. Fill in From Name, From Email, Subject and any Cc or Bcc.
7. Write the email. You can use merge fields from the contact and from the company or object record.
8. Click Save action, then publish the Workflow.

How it behaves

• If name and address are blank, your account defaults are used.
• Contacts matching several labels receive only one email.
• If nobody matches, nothing is sent and the Workflow carries on.
• Emails use your bulk sending setup and your account time zone.

Good to know: Check that your bulk sending domain is set up properly before activating, since these emails depend on it.