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Sending emails from Leads

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edited Sep 24, 2020 7:39PM in Sales 5 comments

Summary

Sending automatic emails/SMS from Leads

Content

Hi all,

Is it possible to send automatic email or SMS notifications to contacts/accounts when a Lead meets certain criteria? For example, if a Lead goes to "Qualified" status, send an automatic email with a particular template to the contact / account associated with that Lead.

If it is not possible in Sales, can this be done from other tools (Eloqua?)?

Thanks!

Herno

Version

20C
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