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Customer experience | Sales, Customer Insights,...
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Email Workflow stops pulling Lead Data

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Posted on by 93

We have a workflow that automatically sends an email to a lead 7 days after they request to review a product for purchase. It pulls data from the lead, and inserts it into parts of the email where I have put tags using the Form Assistant, (name, book title, name of the sales rep). It was working fine up until 9 AM CST this morning, but now, for whatever reason, it is no longer pulling data from the leads, and instead just has the tags, {First name(Lead)}, for example. The emails are still sending, but the customers and sales reps are getting confused. Our CRM is version 1612 (8.2.2.112) on-premises. 

Any ideas what happened?

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