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Dynamics 365 Community / Forums / Sales forum / Auto email new lead co...
Sales forum

Auto email new lead contact

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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.

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    MihirShah Profile Picture
    4,036 on at

    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.

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