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How to setup workflows to send email notifications when a customer replies?

Modified on: Tue, 21 Apr, 2020 at 12:46 PM


The execution section should be “when the record is created or updated” and run “recurrently for same records” as this would be a repeated activity.

Add a condition for Lead /Contact /Deal if the last contacted mode is replied.

The action should be send email to owner, where we can create a custom template to notify the users about the reply email. 



The record should have an owner assigned for this to work.


Please refer to the screenshot below. 




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How to setup workflows to send email notifications when a customer replies?

Modified on: Tue, 21 Apr, 2020 at 12:46 PM


The execution section should be “when the record is created or updated” and run “recurrently for same records” as this would be a repeated activity.

Add a condition for Lead /Contact /Deal if the last contacted mode is replied.

The action should be send email to owner, where we can create a custom template to notify the users about the reply email. 



The record should have an owner assigned for this to work.


Please refer to the screenshot below. 




Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial