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Automatically send Leads to an email
Is it possible to automatically send leads from a LeadGen & CRM Form to an email (client's email)?
1 reply
Best reply by William A
HelloĀ @user650654Ā ,
Ā
You can utilize the Visual Workflow builder to accomplish what you're trying to do. The workflow at its most basic would be 2 steps: adding a Trigger and adding an Action.
- You can set up a trigger "fills out the form," and select which form you want to trigger the workflow.
- Then, you can add the action "Send Notification Email," and input the client's email address as the destination for that notification.
The agent also recommended these articles from the Lead Gen & CRM Knowledge Base:
Ā
Make sure to check out the Lead Gen & CRM KB for other helpful guides, tips, and tutorials on setting up aspects of your account.
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