Send unique email to owners of multiple Leads

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Posted on by CRM Alpi

Hello everyone!

I need to send a weekly reminder for my salesperson that they have X leads open.

Now, I've created a flow in powerAutomate that:

1. Gets all the open leads

2. For every Lead open, I retrieve the owner

3. From the owner I get the primary email from the users table.

4. Then I want to send a personal email (/Hello John, you have 5 leads open. Please qualify them ASAP./)

The main problem is that I can't figure out how to send just ONE email to every Owner with this information. Right now is sending the same email to everyone who has open leads.

I've tried every solution I could find online but nothing seems to work...

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Leah Ju Microsoft Employee on at

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Hi Partner,

You can retrieve users first and then retrieve open leads by user.

Please refer to the following flow:

--Retrieve leads:

--Get lead count:

--use the count as condition:

--This ensures that both the number of LEADs are obtained and that the email is only sent once by the same person.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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CRM Alpi 33 on at

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@Leah Ju,

thank you for your reply, I've tried your solution but it doesn't work for us...we have too many users and the flow it's too heavy.

Furthermore with the flow like this we have sent an email to every user of our organization even the ones that doesn't use the Sales version.... and the count it's 0. So their message says: "Hello,
you still have n.0 leads open. Please proceed to qualify them as soon as possible."

We have many users on different apps, not everyone works with leads and that's why we retrieve leads first...

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