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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Contact Form Submissio...
Customer Insights - Journeys forum

Contact Form Submission Sends to Specific User?

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Posted on by backinstereo 120

I have created a Contact Form in Dynamics for Marketing. When a Contact or Lead fills out the form, how can I set it up so that the submission is emailed to more than one user? Ie: our Marketing email and then a specific manager's email (one of our Dynamics users)?

Right now, I have no clue who would even get notified when a form is filled out... It's crazy that this isn't an obvious function.

Categories:
Marketing Pages Forms and Surveys
I have the same question (0)
  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at

    Create a workflow that get trigger on create of contact and send email to Manager and others.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    If you are talking about portal, contact us form will create a record in Lead entity. There is no OOB email functionality around that. But it’s achievable using UI workflow without code.

    In Marketing, create a new WF to send email, the trigger should be “Record create” & you can fill out the recipients, say Contact or user, then user’s manager, etc

    ledgeviewpartners.com/.../dynamics-crm-e-mail-workflow

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