Use an internal email action to notify selected teammates or recipients when an automation reaches that step. Preview the message before enabling delivery.
Add an internal email action #
- Open the automation’s Actions section.
- Select Add action and choose the internal email option.
- Select the recipients or enter the approved recipient details.
- Enter the subject and message.
- Add supported placeholders only when they are available in the editor.
- Save the action.
Use internal email actions for the people who need to act on the lead. Review recipient addresses carefully because the action may run automatically for every matching lead.
Preview the email #
- Open the saved email action.
- Select Preview.
- Review the subject, message, recipients, and resolved placeholders.
- Correct missing or unexpected values.
- Save the final content.
A preview checks the message content; it does not replace testing the complete trigger and workflow.
Before enabling delivery #
Confirm the trigger scope, recipient list, subject, message, placeholder values, and expected frequency. Use approved test data where available. Do not include passwords, tokens, or unnecessary personal information in the message.
