send double opt in email after a lead got qualified

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Posted on by sdnd2000

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Hi, I have a marketing form set up on leads, it will be creating a lead after submission, question: how can we send the DOI email after the lead is qualified and contact got created? please advise.

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Dynamics 365 Customer Insights - Journeys

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Krishna Acharya 79 on at

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send double opt in email after a lead got qualified

Hello sdnd2000

To send a Double Opt-In (DOI) email after a lead is qualified and a contact is created, try:

Power Automate Flow:

Trigger: When a Lead is Qualified and a Contact is Created.

Action: Send DOI email via Customer Insights - Journeys or Power Automate.

Customer Journey (Marketing Module):

Trigger an email campaign when a new Contact is created.

If my response is helpful, please mark it as Verified.
Thank you!
VaHiX 6,809 Super User 2025 Season 1 on at

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send double opt in email after a lead got qualified

create a customer journey that triggers the DOI email.

Create a segment that identifies contacts who were recently created or updated after a lead qualification. You can use filters to target specific criteria.

Add an email tile to the customer journey and link it to your DOI email template.

And after that use Power Automate to automate the process. Create a flow that triggers when a lead is qualified and a contact is created. The flow can send the DOI email using the Dynamics 365 Marketing connector.