Email Digest Workflow

Once you have completed the Email Digest Workflow configuration, you will be able to receive your desired notifications via email within CRM or in your external email account such as Outlook.

For instance: Here we have done the configuration for receiving unread notifications via email in CRM and external email accounts such as Outlook on a daily basis.

Outlook:

• To view the Unread Notifications in Outlook, go to your Outlook account -> Inbox -> Click on Mail.

• Now all the unread notifications will appear in the email Body.

CRM:

• To view the Unread Notifications in CRM, go to Sales Hub -> Activities.

• Go to “All Activities”.

• Click on the suitable “Email Activity Record.”

• Now all the unread notifications will appear in the email Body.