How do I create a workflow rule for emails | CRM FAQs

How do I create a workflow rule for emails?

Workflow for email allows you to automate a set of actions based on incoming and outgoing emails. Based on status of the emails you can create tasks, discontinue email sequence, stop a drip campaign. 

To create a workflow rule for the emails:

    1. Go to Setup > Automation > Workflow Rules.

    2. Click Create Rule.

    3. In the Create New Rule page:

    • Select Email from the Module dropdown list.

    • Enter the Rule Name and Description.

    • Click Next.

    4. Select Incoming email or Outgoing email and the condition for When do you want to execute the rule?

    5. Click Next.

    6. In Condition:

    • Click Yes or No for Would you like to set conditions for email fields?

    • Specify the email fields if you chose Yes.

    • Select the module in Apply this rule to.

    • Select All for Which (module) you want to apply this rule to? or specify the conditions.

    • Click Next.

    7. Select an Instant Action.

    8. Click Save.

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