How do I send an email automatically when a lead is created?
Workflow rules help you automate the process of sending an email to a lead as soon as they are added to CRM. Before you set up the workflow rule, you must create the email template. To do this:
- Navigate to Setup > Customization > Templates > Email.
- Click + New Template.
- Select the module to create the email template for from the dropdown list and click Next to open the Template Gallery page.
- Design a template from scratch or choose a pre-designed template and click Save.
To set up the workflow rule:
- Navigate to Setup > Automation > Workflow Rules.
- Click Create Rule.
- Select the Leads module in the Create New Rule pop-up and enter the rule name and description.
- Select On a record action for When do you want to execute this rule? and click Create.
- Specify the All Leads as the Condition.
- Choose Email Notification under Instant Action.
- Select the email template and click Associate.
- Click Save.
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