Internal Email steps are used to send notification emails to specific users from your team.

For example, you can be notified when a prospect has clicked a link in your email.

How to send an email notification

Select one of the existing workflow templates with a notification, or add an Internal Email step into your workflow.

Then set up the notification itself:

  • Select the recipient. It can be the prospect's owner or any other user from your company.

  • Add the subject and the body of the email notification. We recommend using variables to easily identify to which prospect and workflow this notification refers.

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