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Customer experience | Sales, Customer Insights,...
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Auto respond to customer email when a lead is assigned

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Posted on by 87

Hi All,

in our current business workflow, we have automatically created leads from incoming emails to a shared team inbox. When the lead owner is changed to a salesperson, we would like to trigger an automatic email reply to the customer.

I know we can send an email notification to customer by creating a workflow, but the problem is that email is NOT replied based on customer's email. It was, somehow, an independent email. 

My request is to send a real automatic email reply containing the customer's original email. Just like how we manually reply to a customer email in outlook.


Any help is much appreciated. 

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