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The Ultimate Guide to Notification Template in Horilla CRM

CRM

May 15, 2026

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Effective communication plays a crucial role in any CRM system, particularly when managing automated workflows, alerts, and user interactions across multiple modules. Without a structured approach, notifications can become inconsistent, repetitive, and time-consuming to manage. Horilla CRM addresses this challenge through its Notification Template feature, which allows users to create standardized and reusable message formats for various system events.

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These templates not only ensure consistency in communication but also significantly reduce manual effort by enabling dynamic messaging. By integrating real-time data from modules such as Leads, Opportunities, Departments, and more, Notification Templates make it possible to deliver personalized and context-aware notifications automatically. This improves clarity, enhances user experience, and ensures that important updates are communicated efficiently across the system.

Accessing Notification Templates

Notification Templates can be accessed through the system settings.

Go to Settings
Navigate to Notifications
Click on Notification Template

This opens the list view where all created notification templates are displayed.

Notification Template List View

The list view provides an overview of all templates created in the system.

Key Features

Displays all notification templates
Shows essential details such as the template name and the associated model
Provides quick action buttons

Available Actions

Edit – Modify the template content or configuration
Delete – Remove the template if no longer needed

Accessing Template Details

Click on the template name.
Opens the detail view of the selected template

This allows users to review the complete configuration and content of the template.

Creating a Notification Template

Users can create templates tailored to specific modules or models.

Steps to Create

Click on Create / Add Notification Template
Enter the required details:
- Template Name
- Model (Content Type)

Selecting the Model (Content Type)

One of the key features of Notification Templates is the ability to link them to any model.

Supported Models

Users can select from various models, such as:

Lead
Opportunity
Department
And other available modules

Why This Matters

The selected model determines what data can be used in the template
Ensures templates are context-specific and relevant

Using Dynamic Fields in Templates

Notification Templates support inserting dynamic fields from the selected model.

How It Works

While creating the template, users can insert fields from the chosen model
These fields are automatically replaced with actual data when the notification is triggered

Benefits

Personalizes notifications
Reduces manual input
Ensures accuracy and consistency

Saving the Template

After configuring the template:

Click Save

The template will now be available in the Notification Template list.

Using Notification Templates in Automation

Once created, Notification Templates are used within automation workflows.

How They Are Used

While creating an automation rule for a specific model
Users can select a Notification Template
The template is triggered when the automation condition is met

Important Behavior

Only templates linked to the selected model will be available
Ensures correct and relevant template usage

Editing and Deleting Templates

Edit

Update template content
Modify model or fields if needed

Delete

Remove unused templates
Helps maintain a clean and organized system

Benefits of Notification Templates

Reusable communication across workflows
Dynamic content using model fields
Consistent messaging across the system
Easy integration with automation
Centralized template management

The Notification Template feature in Horilla CRM provides a streamlined and scalable approach to managing system-generated communications. By centralizing message creation and enabling dynamic data insertion, it ensures that every notification remains accurate, relevant, and aligned with the underlying business context.

With seamless integration into automation workflows and easy management through list and detail views, Notification Templates help teams maintain consistency while reducing operational overhead. As organizations grow and workflows become more complex, this feature becomes essential in ensuring timely, personalized, and reliable communication across all CRM activities.

Horilla CRM Editorial Team Author

Horilla CRM Editorial Team is a group of experienced CRM practitioners, revenue operations specialists, and SaaS product analysts who are passionate about CRM software. We have a deep, practical understanding of the customer relationship landscape — from pipeline management and lead nurturing to sales automation and customer retention — and are committed to providing our readers with the most up-to-date and actionable content. We have written extensively on a variety of CRM software topics, including sales pipeline tools, contact management systems, marketing automation platforms, and customer success software. Our reviews and guides are grounded in real-world usage across SMB and enterprise environments. We are always looking for new ways to share our knowledge with the sales and RevOps community. If you have a question about our CRM software, please don't hesitate to contact us.