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Lead Distribution and Notification

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Posted on by Wynand

Hi there guys!

In Dynamics 365 Marketing, how does one notify a user or team when a new lead is created from a web form or landing page? It seems very strange that one would have to use a workflow?

How would you notify these users or teams which form was completed?

I look forward to your response!

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Aga M on at

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RE: Lead Distribution and Notification

Hi Wynand Roos,

Thank you for the question.

It is possible via a workflow (as described by Clofly).

As for the solution without a workflow -> you could add an Activity of a Task type, but that would just result in a new Task being created for each new contact (instead of an email being sent). Therefore, using a workflow is a recommended solution here.

Best Regards,

Aga
cloflyMao 25,202 on at

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RE: Lead Distribution and Notification

Hi Wynand,

By default, there is no automatic notification to user or team if a new lead is created from marketing page or marketing form.

Could you let me know why do you think a workflow would be strange?

When a new lead is created from marketing page or marketing form, its "Source marketing page" field and "Source marketing form" will be automatically populated by system.(They can be only filled by system.)

So if we would like to send an email to user as notification via workflow, we could check whether those two fields contain data when a new lead is created, then do further steps.

Regards,

Clofly