Email Notifications use Email Templates with merge tags that pull field values from the CRM record. Recipients can be: the record owner, a specific CRM user, the lead or contact email, a role or profile group, or a manually entered email address.
Notifications can be Immediate Actions (sent at trigger time) or Scheduled Actions (sent after a delay). You can configure multiple email notification actions within a single Workflow Rule.
An Email Template used in a workflow can include Merge Tags such as $leads.First_Name or $deals.Deal_Name to personalise each email with the specific record’s data. Templates are created separately under Setup and can be reused across multiple workflow rules.
An Email Notification is an automated email sent when a Workflow Rule fires. It uses a pre-built email template with merge fields to personalise the message, and can be sent to the record owner, the lead or contact, or any CRM user.
Yes. When configuring the recipients for a workflow email notification, you can manually enter any email address, including external addresses outside of Zoho CRM.
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