PLEASE NOTE: You are on the Freshsales Classic support portal. Please click here to access the brand new support portal for Freshsales.

Resources

Products

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.