CRM Help

Workflow Alerts

Workflow Alerts are among the actions associated to a workflow rule. Alerts are nothing but emails that are sent to leads/contacts. When you associate a workflow alert to a workflow rule, the selected email is automatically sent to the chosen recipietns when the rule is triggered for records meeting the criteria specified in the rule.


Profile Permission Required: Users with Manage Workflow profile permission can access this feature.

To create a workflow alert

  1. Click Settings > Setup > Automation > Workflow Automation > Alerts.
  2. In the Workflow Alerts page, click Configure Alert.
  3. In the New Workflow Alert page, do the following:
    • Enter a Name for the alert.
    • Select the Module from the drop-down list.
    • Browse for and associate an existing email template from the module's template folder. If you don't have the template, you can Create Templates.
    • Next you have to enter the email addresses in the From and Reply to fields.
      Here you can choose one of these option in the drop-down list:
      • your account email address
      • organization email address
      • email address of the record owner
      • email address of the current user
      • other user's email address
    • Choose the recipients of the email. The Persons associated to the email are displayed.
      When you choose Roles/Groups/Territories/Sub-ordinates, the email will be sent to the users that are part of the selected category.
  • When the Email has to be sent to users in the organization, it is sent as a notification from the email address


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