Generate an email when Lead qualify

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Posted on by HarHar

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Hi !

I would like to generate an email when Lead qualify or

Could you please advise the steps how to do ?

Cheers

HarHar

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Customization / Solutions / SDK and API

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Answers (1)

HarHar 112 on at

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RE: Generate an email when Lead qualify

Hi Xavier,

Good afternoon.

I have set a new process when the field "decision maker?" = "complated" then generate email.

I didn't change anything and it works after 7 hours, I got the auto generated email after 7 hours.

Only doesn't know why pending for 7 hours then got the email ?

Well Done Xavier.

Appreciate your great help.

Cheers

HarHar
HarHar 112 on at

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RE: Generate an email when Lead qualify

Hi ! Xavier,

Thanks very much for reply.

Is the "Decision maker" field added to "Record fields change"? Yes

Do you have "Failed" in Process session ? No

The result should when when I click "Completed" on "Identify Decision Maker" , it will automatically send email, but nothing happened.

Appreciate your great help.

Cheers

HarHar
XM-22040801-0 11 on at

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RE: Generate an email when Lead qualify

Hi,

Is the "Decision maker" field added to "Record fields change"?

Do you have "Failed" in Process session ?
HarHar 112 on at

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RE: Generate an email when Lead qualify

Hi ! Xavier,

The field "decision maker?" = Identify Decision Maker, which is under the business process

Thanks
HarHar 112 on at

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RE: Generate an email when Lead qualify

Hi Xavier,

Good morning.

The Generate an email when Lead qualify has been done, I will mark this post as resolved later.

May I have one more questions :

I have set a new process when the field "decision maker?" = "complated" then generate email, but it doesn't work.

Please have a look the following screen, is that correct or not ?
HarHar 112 on at

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RE: Generate an email when Lead qualify

Hi Xavier,

Yes, I will mark this post as resolved.

Let me implement it next week.

Keep in touch

Appreciate your great help.

Cheers

HarHar
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XM-22040801-0 11 on at

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RE: Generate an email when Lead qualify

You're welcome.

If I have answered your need, don't forget to mark this post as resolved.
HarHar 112 on at

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RE: Generate an email when Lead qualify

Hi Xavier,

Thanks very much for the details.

You're my Angel.

Appreciate your great help.

Cheers

HarHar
Suggested answer

XM-22040801-0 11 on at

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RE: Generate an email when Lead qualify

- Add step => Check Condition
- Click on "<condition> (click to configure)"
- Select "Lead" => Select "Status Reason" => Select "Equals" => Select "Qualified".

- Save an Close.
- Select "Select this row and click Add Step."
- Add Step => Send Email.
- Click on "Set Properties" => Set your email info.
- Save
- Activate

Regarding your other post (pull data from Accounts into Leads), Leah Ju answered you.
HarHar 112 on at

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RE: Generate an email when Lead qualify

Hi Xavier,

How can I create the following ? I can't found "Status Reason equals[Qualified]

Thanks very much