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Create a workflow that sends e-mail to the lead's contact address when it's triggered — Cloud Customer Connect
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Create a workflow that sends e-mail to the lead's contact address when it's triggered

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edited Mar 7, 2018 10:42AM in Sales 2 comments

Content

The attached document contains the following steps plus a screenshot of the screen described herewith.

  • I have a workflow that I want to send an e-mail notification whenever it’s triggered.
  • The “To Address” on the E-mail Notification settings should come from the sales lead's Contact E-mail field.

  • The two Sales Lead fields that contains the value that we want are either on the PrimaryContactEmailAddress or ContactEmail.

  • But these fields does not appear on any of the possible values for the “To Address” E-mail Notification field.

  • I’ve already tried using the Primary Contact ID and Lead ID as values but no e-mail was received by the contact.

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