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Generating leads and automated emails
When using a web-to-lead form, is it possible to send an automatic email with attachements only after the lead has been created and sent to a queue (through lead assignment process)?
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This discussion was modified 5 years ago by
Henrieta Hauth.
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This discussion was modified 5 years ago by
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3 Replies
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Hi Henrieta,
You can make use of Process Builder/Flow to send email when lead is created with source web.
If you want to add attachment then you need invoke an apex action that have id of uploaded file as pdf.Please refer below links
Sending an email with attachment using Process Builder in Salesforce. | LinkedIn - [adinserter block='9']
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n Salesforce - how do I write a query that shows me all the leads created today (which are different from leads whose status is "new" and whose checkbox field (named Temp_C) is checked?Where can this query be run and viewed?
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Ok thanks
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