Send Email 

Send Email action allows you to Send Emails automatically to recipients from CRM on various touchpoints

Set up a Workflow action to Send Mails:

  1. Go to Main Menu > CRM Settings > Automation > Workflow.
  2. Click on "New workflow".

  3. Create a Workflow 

    1. The New Workflow edit form will appear, provide the required details.
    2. "Workflow Name", provide the name of the Workflow. 
    3. "Description", provide the description of the Workflow. 
    4. Select the preferred Module from the "Target Module" drop-down. For example, we would be using the Contacts module. 
    5. "Status", specify the status of the Workflow Active or Inactive. the Workflow will be executed when the status is set to active.

  4. Workflow Trigger. 

    1. Select the Contact creation option under the Trigger Workflow block.

  5. Under the ‘Workflow Condition’ tab, Click on the Add Condition and provides the required conditions to execute the task.

  6. Under the ‘Workflow Actions’ click on the Add Action drop-down tab and click Send Mail.

  7. The Email composer form will popup provide the required details. 

    Field Name
    Action Title

    Provide Action Title of Email, this is just for internal reference.

    Send to Queue

    Select the "No" option from the Dropdown.

    Email Server
    Select Email server from which the email should be sent


    Select the email id from the dropdown from which you need to send the emails. 

    Reply To

    If the customer’s reply to the mail will be sent back to the user’s email ID mentioned in the Reply-To field.


    You can select various email fields from the drop-down that you intend to send emails to Customers


    Provide the preferred Subject for Mail

    Add Field

    You can add a field from the selected module field tokens in the mail composer

    General Fields
    You can add system provided general fields like Record URL, current date and time,etc.

    Email Templates

    You can add a Pre-configured Email Template related to the module.

  8. Click the Save button as you complete the process of creating the workflow.

  9. Click on the Save button to save the workflow. This will closes the window that opened in Step 3.

automateCRM gives you the flexibility to select field variables, which are displayed as field values when the email is sent. For example, the field variable $firstname will display the actual name entered in the First Name field of the record

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