The Pinnacle Perspective: Pinnacle AI CRM Updates

Email Actions for Company and Custom Object Workflows

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In this episode of The Pinnacle Perspective, we cover the expanded Email Actions now available in Company and Custom Object workflows inside Pinnacle AI CRM. Previously limited to contact-based workflows, this update allows businesses to send automated emails directly from workflows tied to companies or custom objects. Teams can choose whether messages go to the earliest associated contact, the most recent contact, all associated contacts, or contacts matching specific association labels. This gives marketers, agencies, and business teams more flexibility to automate communication across complex relationships without extra workflow steps or duplicate messages. It is a practical improvement for keeping follow-ups consistent, streamlining operations, and supporting custom business processes more efficiently. Learn more about Pinnacle AI CRM at https://getpinnacle.ai

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SPEAKER_00

Welcome back to the Pinnacle Perspective, the podcast where we highlight the latest updates inside Pinnacle AI CRM to help you move faster, automate smarter, and keep your business running smoothly. Today's update is all about workflow email actions. Previously, sending emails from workflows was limited to contact type workflows. That worked well when your automation was centered around individual contacts. But it could create extra steps when you were working with companies or custom objects. Now, Pinnacle AI CRM has expanded email actions, so they're available inside company and custom object workflows too. That means you can now automate emails directly from workflows tied to a company or a custom object, without needing to build extra workflow logic just to reach the right associated contacts. Here's how it works. When you're in the automation section, open the workflows tab and either create or edit a company workflow or a custom object workflow. From there, you can add an action and choose send email. Then, Pinnacle AI CRM lets you decide who should receive that email based on the contacts associated with that company or custom object. You can send the email to the earliest associated contact, the most reasonably associated contact, or to all associated contacts. You can also use association labels to identify exactly which contacts should receive the message. For example, if your business process depends on different types of relationships connected to a company or offer, you can target the contacts that match the right association labels. And you can select up to 10 association labels for a single email action. If a contact matches more than one of those selected labels, they'll still only receive one email, so you don't have to worry about duplicate messages going out from the same action. The big benefit here is flexibility. You can now support more custom business processes with automated follow-up emails, whether the workflow is built around a company or a custom object. It also makes managing multiple relationships much easier. Instead of manually triggering emails or creating extra automation just to reach associated contacts. Pinnacle AI CRM can handle that communication directly within the workflow. For teams managing companies, offers, or other custom business processes, this helps keep conversations moving automatically while your team focuses on the details that need their attention. That's it for this update on the Pinnacle perspective. Email actions are now available in company and custom object workflows inside Pinnacle AI CRM, helping you connect more effectively with the associated contacts tied to the records your team works with every day.