News and Announcements icon

Dynamics 365 CommunityForums Sales forum Auto email new lead co...

Sales forum

Auto email new lead contact

(0) Share

Report

Report

Posted on by Community Member Microsoft Employee

I am trying to set up a workflow which will automatically email a new lead once they've submitted contact details via a form on our website. We have approx 6 different lead pages and each auto email would need to be a different email template. I'm really new with Dynamics so any step-by step directions would be appreciated. Also, I want the emails to come from a general mailbox and not the lead owner so let me know if that add complexity to the process.

Categories:

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Mihir@CRM 4,036 on at

Like (0)

Report

RE: Auto email new lead contact

Here is one option -

On each of the lead page have a field (can be hidden) to represent the lead type. Map the field to a lead type option set in the Lead entity.

Now create 6 email templates for each lead type.

Than have a workflow which runs on the creation of the Lead record.

In the workflow select the sent from email address as the general mailbox

Add the condition/s to select the email template based on the lead type.

Every time a Lead is created from the lead page the corresponding email template is selected.

Hope this helps.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,214 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans