Customizing the Email Address in Workflows

This article will teach you how to use a custom email in your email address field on a workflow. 

This will allow you to mask the email address and use another email as the sender's. There are two options on how to do this from the workflows.

Option 1: Masking your email address on Workflows Settings 

• Click on Automations - Workflows - Create Workflows
• Start from Scratch and click on Create New Workflow
• Click Settings - Configure “Sender Details” with a custom value or type in the boxes

 

Option 2: Masking your from the email address on the from email address field to the Send Email action

• Click on the "+ button". Select the "Send Email" option
• Enter the From Name and From Email  

Note: If your leads are not assigned to a user, we will use your email under your Business Profile and Business Email field as the sender's email when these settings and fields are empty.