Did You Know Workflows Can Now Send Emails Directly from Custom Object and Company Records?
Keep stakeholders updated with HighLevel custom object workflows
Communicating effectively with clients, contractors and team members just became significantly simpler. While traditional CRM automations focus purely on contact records, complex operational updates often revolve around specific projects, jobs or company assets. HighLevel custom object workflows allow you to automate cross-functional communication, ensuring everyone connected to an initiative stays informed automatically.
Reach every contact tied to a project using HighLevel email action
With the native email action inside HighLevel custom object workflows, you can automatically notify relevant contacts whenever a record is created or updated. Instead of sending manual updates or building intricate workaround sequences, your system delivers targeted emails directly to associated stakeholders based on real-time data changes.
1️⃣ Enable the email action feature in company and custom object workflows by navigating to settings and toggling it on under lab features.
2️⃣ Navigate to automation, click create workflow and select your target option, such as a company or a custom object like projects.
3️⃣ Configure your trigger based on your business process, such as project created or project changed, adding filters like budget thresholds or geographic locations if needed.
4️⃣ Click the plus icon to add the send email action to your workflow.
5️⃣ Choose your email recipients by selecting all associated contacts, the most recently associated contact or the earliest associated contact.
6️⃣ Refine your audience further using association labels to ensure only specific roles, such as clients or contractors, receive the message.
7️⃣ Personalize the email content by inserting custom object values like project budget, stage or timeline directly into the body text.
8️⃣ Save your action and publish the workflow to make your communication entirely hands-free.
Using HighLevel custom object workflows guarantees your entire team stays aligned, saves valuable administrative time and elevates the experience for every client you serve.
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