Automatically send Leads to an email

[user650654]

Is it possible to automatically send leads from a LeadGen & CRM Form to an email (client's email)?

[William_A · Accepted solution]

Hello @user650654 ,

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.

1. You can set up a trigger "fills out the form," and select which form you want to trigger the workflow.
2. 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:

Creating Visual Workflows - Overview

Understanding Triggers, Filters, and Actions in Automation

Make sure to check out the Lead Gen & CRM KB for other helpful guides, tips, and tutorials on setting up aspects of your account.