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Automatically send Leads to an email

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user650654
Rookie
0 Votes

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

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William_A
Administrator
0 Votes

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

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

View solution in original post

1 REPLY 1
William_A
Administrator
0 Votes

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

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
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